Independent Wealth Network Inc. Energy Sector Spdr Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Independent Wealth Network Inc. holds 12,796 shares of XLE stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

12,796

Previous 10,441 22.56%

Holding current value

$1.03 Million

Previous $894,000 33.67%

% of portfolio

0.51%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$85.7 - $93.96 $201,823 - $221,275	2,355 Added 22.56%	12,796 $1.2 Million
Q4 2024 Jan 17, 2025	BUY	$83.32 - $97.27 $76,404 - $89,196	917 Added 9.63%	10,441 $894,000
Q3 2024 Oct 15, 2024	SELL	$84.35 - $93.39 $1.82 Million - $2.02 Million	-21,620 Reduced 69.42%	9,524 $836,000
Q2 2024 Jul 18, 2024	BUY	$88.04 - $98.08 $86,015 - $95,824	977 Added 3.24%	31,144 $2.84 Million
Q1 2024 May 20, 2024	BUY	$79.91 - $94.41 $2.41 Million - $2.85 Million	30,167 New	30,167 $2.85 Million
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $454,720 - $514,975	5,600 Added 22.84%	30,116 $2.52 Million
Q3 2023 Oct 11, 2023	BUY	$79.09 - $93.36 $255,618 - $301,739	3,232 Added 15.19%	24,516 $2.22 Million
Q2 2023 Jul 12, 2023	BUY	$76.59 - $87.23 $671,847 - $765,181	8,772 Added 70.11%	21,284 $1.73 Million
Q1 2023 Apr 18, 2023	BUY	$76.97 - $93.11 $436,804 - $528,399	5,675 Added 83.0%	12,512 $1.04 Million
Q4 2022 Jan 25, 2023	BUY	$76.09 - $94.08 $171,278 - $211,774	2,251 Added 49.08%	6,837 $0
Q3 2022 Oct 17, 2022	SELL	$67.49 - $84.09 $113,180 - $141,018	-1,677 Reduced 26.78%	4,586 $330,000
Q2 2022 Jul 26, 2022	SELL	$70.66 - $92.28 $9,468 - $12,365	-134 Reduced 2.09%	6,263 $448,000
Q1 2022 Apr 20, 2022	BUY	$57.22 - $78.75 $117,987 - $162,382	2,062 Added 47.57%	6,397 $489,000
Q4 2021 Feb 10, 2022	BUY	$53.01 - $59.14 $229,798 - $256,371	4,335 New	4,335 $241,000

Others Institutions Holding XLE

# of Institutions

2,186

Shares Held

229M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Independent Wealth Network Inc. Energy Sector Spdr Transaction History