Hb Wealth Management, LLC Energy Sector Spdr Transaction History

Hb Wealth Management, LLC

  • $11.8 Billion
  • Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Hb Wealth Management, LLC holds 14,413 shares of XLE stock, worth $1.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,413
Previous 61,660 76.63%
Holding current value
$1.23 Million
Previous $5.28 Million 74.51%
% of portfolio
0.01%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$85.7 - $93.96 $4.05 Million - $4.44 Million
-47,247 Reduced 76.63%
14,413 $1.35 Million
Q4 2024

Jan 15, 2025
BUY
$83.32 - $97.27 $4.09 Million - $4.77 Million
49,059 Added 389.33%
61,660 $5.28 Million
Q3 2024

Oct 15, 2024
SELL
$84.35 - $93.39 $15,942 - $17,650
-189 Reduced 1.48%
12,601 $1.11 Million
Q2 2024

Jul 26, 2024
BUY
$88.04 - $98.08 $228,727 - $254,811
2,598 Added 25.49%
12,790 $1.17 Million
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $96,451 - $113,952
-1,207 Reduced 10.59%
10,192 $962,000
Q4 2023

Jan 16, 2024
BUY
$81.2 - $91.96 $40,356 - $45,704
497 Added 4.56%
11,399 $955,000
Q3 2023

Oct 13, 2023
BUY
$79.09 - $93.36 $59,712 - $70,486
755 Added 7.44%
10,902 $985,000
Q2 2023

Jul 13, 2023
BUY
$76.59 - $87.23 $26,806 - $30,530
350 Added 3.57%
10,147 $823,000
Q1 2023

Apr 13, 2023
BUY
$76.97 - $93.11 $35,560 - $43,016
462 Added 4.95%
9,797 $811,000
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $471,986 - $583,578
6,203 Added 198.05%
9,335 $0
Q3 2022

Oct 19, 2022
SELL
$67.49 - $84.09 $1.63 Million - $2.03 Million
-24,158 Reduced 88.52%
3,132 $226,000
Q2 2022

Jul 15, 2022
BUY
$70.66 - $92.28 $1.71 Million - $2.24 Million
24,256 Added 799.47%
27,290 $1.95 Million
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $173,605 - $238,927
3,034 New
3,034 $232,000

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
228M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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