Glassman Wealth Services Energy Sector Spdr Transaction History

Glassman Wealth Services

  • $585 Million
  • Q3 2024

A detailed history of Glassman Wealth Services transactions in Energy Sector Spdr stock. As of the latest transaction made, Glassman Wealth Services holds 1,327 shares of XLE stock, worth $116,298. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,327
Previous 1,257 5.57%
Holding current value
$116,298
Previous $114,000 1.75%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $5,904 - $6,537
70 Added 5.57%
1,327 $116,000
Q2 2024

Aug 06, 2024
SELL
$88.04 - $98.08 $4,930 - $5,492
-56 Reduced 4.27%
1,257 $114,000
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $2,077 - $2,454
26 Added 2.02%
1,313 $123,000
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $7,714 - $8,736
-95 Reduced 6.87%
1,287 $107,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $2,372 - $2,800
30 Added 2.22%
1,382 $124,000
Q2 2023

Aug 08, 2023
SELL
$76.59 - $87.23 $29,946 - $34,106
-391 Reduced 22.43%
1,352 $109,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $308,341 - $372,998
-4,006 Reduced 69.68%
1,743 $144,000
Q4 2022

Feb 06, 2023
BUY
$76.09 - $94.08 $46,567 - $57,576
612 Added 11.91%
5,749 $502,000
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $3,104 - $3,868
46 Added 0.9%
5,137 $370,000
Q2 2022

Aug 04, 2022
SELL
$70.66 - $92.28 $70 - $92
-1 Reduced 0.02%
5,091 $364,000
Q1 2022

Aug 23, 2022
BUY
$57.22 - $78.75 $57 - $78
1 Added 0.02%
5,092 $389,000
Q3 2021

Nov 10, 2021
BUY
$45.79 - $54.81 $15,751 - $18,854
344 Added 7.25%
5,091 $265,000
Q2 2021

Aug 04, 2021
BUY
$47.07 - $56.19 $329 - $393
7 Added 0.15%
4,747 $256,000
Q1 2021

May 05, 2021
BUY
$37.96 - $53.57 $5,390 - $7,606
142 Added 3.09%
4,740 $233,000
Q4 2020

Feb 04, 2021
SELL
$27.71 - $41.6 $66,420 - $99,715
-2,397 Reduced 34.27%
4,598 $174,000
Q3 2020

Nov 09, 2020
SELL
$29.95 - $38.58 $72,029 - $92,784
-2,405 Reduced 25.59%
6,995 $210,000
Q2 2020

Aug 06, 2020
BUY
$27.62 - $46.86 $96,117 - $163,072
3,480 Added 58.78%
9,400 $356,000
Q1 2020

May 12, 2020
BUY
$23.57 - $60.87 $139,534 - $360,350
5,920 New
5,920 $172,000
Q4 2018

Feb 06, 2019
SELL
N/A
-50 Closed
0 $0
Q2 2018

Aug 09, 2018
BUY
N/A
50 New
50 $4,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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