Hb Wealth Management, LLC Energy Sector Spdr Transaction History

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

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 12,601 shares of XLE stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,601

Previous 12,790 1.48%

Holding current value

$1.09 Million

Previous $1.17 Million 5.06%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Hb Wealth Management, LLC Energy Sector Spdr Transaction History