High Net Worth Advisory Group LLC Energy Sector Spdr Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 11,414 shares of XLE stock, worth $973,385. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,414
Previous 11,414 -0.0%
Holding current value
$973,385
Previous $968,000 5.27%
% of portfolio
0.26%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
SELL
$81.2 - $91.96 $21,924 - $24,829
-270 Reduced 2.31%
11,414 $956,000
Q2 2023

Jul 07, 2023
BUY
$76.59 - $87.23 $44,345 - $50,506
579 Added 5.21%
11,684 $948,000
Q1 2023

Apr 20, 2023
BUY
$76.97 - $93.11 $3,848 - $4,655
50 Added 0.45%
11,105 $919,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $19,174 - $23,708
252 Added 2.33%
11,055 $966,000
Q3 2022

Oct 24, 2022
BUY
$67.49 - $84.09 $1,214 - $1,513
18 Added 0.17%
10,803 $778,000
Q1 2022

May 13, 2022
SELL
$57.22 - $78.75 $32,329 - $44,493
-565 Reduced 4.98%
10,785 $823,000
Q4 2021

Apr 27, 2022
BUY
$53.01 - $59.14 $601,663 - $671,239
11,350 New
11,350 $695,000

Others Institutions Holding XLE

# of Institutions
2,128
Shares Held
235M
Call Options Held
59.3M
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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