Gateway Wealth Partners, LLC Energy Sector Spdr Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 5,770 shares of XLE stock, worth $504,471. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,770

Previous 4,680 23.29%

Holding current value

$504,471

Previous $411 Million 20.3%

% of portfolio

0.13%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$83.32 - $97.27 $90,818 - $106,024	1,090 Added 23.29%	5,770 $494 Million
Q3 2024 Oct 24, 2024	SELL	$84.35 - $93.39 $19,400 - $21,479	-230 Reduced 4.68%	4,680 $411 Million
Q2 2024 Aug 16, 2024	SELL	$88.04 - $98.08 $56,873 - $63,359	-646 Reduced 11.63%	4,910 $448 Million
Q1 2024 May 14, 2024	SELL	$79.91 - $94.41 $102,844 - $121,505	-1,287 Reduced 18.81%	5,556 $525 Million
Q4 2023 Feb 13, 2024	SELL	$81.2 - $91.96 $134,142 - $151,917	-1,652 Reduced 19.45%	6,843 $574 Million
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $8,067 - $9,522	102 Added 1.22%	8,495 $768 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $102,171 - $116,364	1,334 Added 18.9%	8,393 $681 Million
Q1 2023 May 10, 2023	SELL	$76.97 - $93.11 $17,472 - $21,135	-227 Reduced 3.12%	7,059 $585 Million
Q4 2022 Feb 15, 2023	BUY	$76.09 - $94.08 $554,391 - $685,466	7,286 New	7,286 $637 Million

Others Institutions Holding XLE

# of Institutions

2,174

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC Energy Sector Spdr Transaction History