A detailed history of Gps Wealth Strategies Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 24,645 shares of XLE stock, worth $2.15 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
24,645
Previous 17,986 37.02%
Holding current value
$2.15 Million
Previous $1.7 Million 32.27%
% of portfolio
0.34%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$88.04 - $98.08 $586,258 - $653,114
6,659 Added 37.02%
24,645 $2.25 Million
Q1 2024

Apr 30, 2024

SELL
$79.91 - $94.41 $229,501 - $271,145
-2,872 Reduced 13.77%
17,986 $1.7 Million
Q4 2023

Jan 12, 2024

SELL
$81.2 - $91.96 $382,939 - $433,683
-4,716 Reduced 18.44%
20,858 $1.75 Million
Q3 2023

Oct 25, 2023

SELL
$79.09 - $93.36 $2.12 Million - $2.51 Million
-26,838 Reduced 51.21%
25,574 $2.31 Million
Q2 2023

Jul 17, 2023

SELL
$76.59 - $87.23 $937,308 - $1.07 Million
-12,238 Reduced 18.93%
52,412 $4.25 Million
Q1 2023

Apr 17, 2023

BUY
$76.97 - $93.11 $1.44 Million - $1.74 Million
18,703 Added 40.71%
64,650 $5.35 Million
Q4 2022

Jan 27, 2023

BUY
$82.68 - $94.08 $112,362 - $127,854
1,359 Added 3.05%
45,947 $0
Q3 2022

Oct 17, 2022

BUY
N/A
2,469 Added 5.86%
44,588 $3.21 Million
Q2 2022

Jul 19, 2022

BUY
N/A
9,616 Added 29.58%
42,119 $3.01 Million
Q1 2022

Apr 20, 2022

BUY
N/A
24,240 Added 293.36%
32,503 $2.49 Million
Q4 2021

Feb 11, 2022

SELL
N/A
-59 Reduced 0.71%
8,263 $459,000
Q3 2021

Oct 20, 2021

SELL
N/A
-31 Reduced 0.37%
8,322 $433,000
Q2 2021

Jul 19, 2021

BUY
N/A
496 Added 6.31%
8,353 $450,000
Q1 2021

Apr 15, 2021

SELL
N/A
-145 Reduced 1.81%
7,857 $385,000
Q4 2020

Feb 05, 2021

SELL
N/A
-362 Reduced 4.33%
8,002 $303,000
Q3 2020

Feb 05, 2021

BUY
N/A
8,364 New
8,364 $251,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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