Gds Wealth Management Energy Sector Spdr Transaction History

Gds Wealth Management

$1.02 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $524,190 - $583,968	5,954 Added 9.39%	69,335 $6.32 Million
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $589,256 - $696,179	7,374 Added 13.17%	63,381 $5.98 Million
Q4 2023 Feb 06, 2024	BUY	$81.2 - $91.96 $439,048 - $497,227	5,407 Added 10.69%	56,007 $4.7 Million
Q3 2023 Oct 19, 2023	BUY	$79.09 - $93.36 $453,739 - $535,606	5,737 Added 12.79%	50,600 $4.57 Million
Q2 2023 Jul 27, 2023	BUY	$76.59 - $87.23 $342,893 - $390,528	4,477 Added 11.09%	44,863 $3.64 Million
Q1 2023 May 10, 2023	BUY	$76.97 - $93.11 $1.26 Million - $1.52 Million	16,311 Added 67.75%	40,386 $3.35 Million
Q4 2022 Jan 26, 2023	BUY	$76.09 - $94.08 $1.83 Million - $2.26 Million	24,075 New	24,075 $0

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.12 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.68 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$792 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$768 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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