Guardian Wealth Management, Inc. Energy Sector Spdr Transaction History

Guardian Wealth Management, Inc.

  • $132 Million
  • Q4 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 32,992 shares of XLE stock, worth $2.72 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
32,992
Previous 94 34997.87%
Holding current value
$2.72 Million
Previous $8,000 35225.0%
% of portfolio
2.14%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $2.74 Million - $3.2 Million
32,898 Added 34997.87%
32,992 $2.83 Million
Q3 2024

Nov 14, 2024
SELL
$84.35 - $93.39 $253 - $280
-3 Reduced 3.09%
94 $8,000
Q4 2022

Feb 10, 2023
SELL
$76.09 - $94.08 $15,598 - $19,286
-205 Reduced 67.88%
97 $8,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $7,288 - $9,081
-108 Reduced 26.34%
302 $22,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $282 - $369
4 Added 0.99%
410 $29,000
Q1 2022

May 13, 2022
BUY
$57.22 - $78.75 $228 - $315
4 Added 1.0%
406 $31,000
Q4 2021

Feb 15, 2022
BUY
$53.01 - $59.14 $21,310 - $23,774
402 New
402 $22,000

Others Institutions Holding XLE

# of Institutions
2,186
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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