A detailed history of Grant Private Wealth Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 2,867 shares of XLE stock, worth $244,497. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,867
Holding current value
$244,497
% of portfolio
0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

BUY
$84.25 - $91.99 $241,544 - $263,735
2,867 New
2,867 $256 Million
Q1 2025

Apr 16, 2025

SELL
$85.7 - $93.96 $8,570 - $9,396
-100 Reduced 3.13%
3,096 $289 Million
Q4 2024

Feb 12, 2025

BUY
$83.32 - $97.27 $266,290 - $310,874
3,196 New
3,196 $274 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Grant Private Wealth Management Inc Portfolio

Follow Grant Private Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grant Private Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Grant Private Wealth Management Inc with notifications on news.