Glassman Wealth Services Energy Sector Spdr Transaction History

Glassman Wealth Services

  • $494 Million
  • Q1 2024

A detailed history of Glassman Wealth Services transactions in Energy Sector Spdr stock. As of the latest transaction made, Glassman Wealth Services holds 1,313 shares of XLE stock, worth $120,178. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,313
Previous 1,287 2.02%
Holding current value
$120,178
Previous $107,000 14.95%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $50,600 - $57,576
612 Added 11.91%
5,749 $502,000
Q3 2022

Nov 09, 2022
BUY
N/A
46 Added 0.9%
5,137 $370,000
Q2 2022

Aug 04, 2022
SELL
N/A
-1 Reduced 0.02%
5,091 $364,000
Q1 2022

Aug 23, 2022
BUY
N/A
1 Added 0.02%
5,092 $389,000
Q3 2021

Nov 10, 2021
BUY
N/A
344 Added 7.25%
5,091 $265,000
Q2 2021

Aug 04, 2021
BUY
N/A
7 Added 0.15%
4,747 $256,000
Q1 2021

May 05, 2021
BUY
N/A
142 Added 3.09%
4,740 $233,000
Q4 2020

Feb 04, 2021
SELL
N/A
-2,397 Reduced 34.27%
4,598 $174,000
Q3 2020

Nov 09, 2020
SELL
N/A
-2,405 Reduced 25.59%
6,995 $210,000
Q2 2020

Aug 06, 2020
BUY
N/A
3,480 Added 58.78%
9,400 $356,000
Q1 2020

May 12, 2020
BUY
N/A
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
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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