Institute For Wealth Management, Llc. Energy Sector Spdr Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 28,562 shares of XLE stock, worth $2.57 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

28,562

Previous 29,018 1.57%

Holding current value

$2.57 Million

Previous $2.55 Million 3.97%

% of portfolio

0.31%

Previous 0.33%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$83.32 - $97.27 $37,993 - $44,355	-456 Reduced 1.57%	28,562 $2.45 Million
Q3 2024 Nov 12, 2024	BUY	$84.35 - $93.39 $26,064 - $28,857	309 Added 1.08%	29,018 $2.55 Million
Q2 2024 Jul 25, 2024	SELL	$88.04 - $98.08 $20,513 - $22,852	-233 Reduced 0.81%	28,709 $2.62 Million
Q1 2024 Apr 30, 2024	BUY	$79.91 - $94.41 $117,307 - $138,593	1,468 Added 5.34%	28,942 $2.73 Million
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $194,880 - $220,703	2,400 Added 9.57%	27,474 $2.3 Million
Q3 2023 Oct 13, 2023	SELL	$79.09 - $93.36 $9,253 - $10,923	-117 Reduced 0.46%	25,074 $2.27 Million
Q2 2023 Jul 25, 2023	SELL	$76.59 - $87.23 $9,573 - $10,903	-125 Reduced 0.49%	25,191 $2.04 Million
Q1 2023 Apr 20, 2023	SELL	$76.97 - $93.11 $18,934 - $22,905	-246 Reduced 0.96%	25,316 $2.1 Million
Q4 2022 Feb 02, 2023	BUY	$76.09 - $94.08 $5,402 - $6,679	71 Added 0.28%	25,562 $2.24 Million
Q3 2022 Oct 18, 2022	SELL	$67.49 - $84.09 $6,614 - $8,240	-98 Reduced 0.38%	25,491 $1.84 Million
Q2 2022 Jul 25, 2022	BUY	$70.66 - $92.28 $51,652 - $67,456	731 Added 2.94%	25,589 $1.83 Million
Q1 2022 Apr 29, 2022	BUY	$57.22 - $78.75 $2,403 - $3,307	42 Added 0.17%	24,858 $1.9 Million
Q4 2021 Jan 21, 2022	BUY	$53.01 - $59.14 $105,648 - $117,866	1,993 Added 8.73%	24,816 $1.38 Million
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $72,760 - $87,093	1,589 Added 7.48%	22,823 $1.19 Million
Q2 2021 Jul 21, 2021	BUY	$47.07 - $56.19 $3,436 - $4,101	73 Added 0.34%	21,234 $1.14 Million
Q1 2021 May 04, 2021	BUY	$37.96 - $53.57 $95,051 - $134,139	2,504 Added 13.42%	21,161 $1.04 Million
Q4 2020 Feb 01, 2021	BUY	$27.71 - $41.6 $131,456 - $197,350	4,744 Added 34.1%	18,657 $707,000
Q3 2020 Nov 03, 2020	SELL	$29.95 - $38.58 $53,041 - $68,325	-1,771 Reduced 11.29%	13,913 $417,000
Q2 2020 Jul 30, 2020	SELL	$27.62 - $46.86 $11,130 - $18,884	-403 Reduced 2.51%	15,684 $594,000
Q1 2020 Apr 29, 2020	BUY	$23.57 - $60.87 $40,069 - $103,479	1,700 Added 11.82%	16,087 $467,000
Q4 2019 Feb 27, 2020	BUY	$55.9 - $61.99 $755,935 - $838,290	13,523 Added 1565.16%	14,387 $864,000
Q4 2019 Jan 27, 2020	SELL	$55.9 - $61.99 $997,982 - $1.11 Million	-17,853 Reduced 95.38%	864 $864,000
Q3 2019 Oct 28, 2019	SELL	$59.2 - $63.13 $66,777 - $71,210	-1,128 Reduced 5.68%	18,717 $1.11 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-312 Reduced 1.55%	19,845 $1.26 Million
Q1 2019 May 15, 2019	SELL	N/A	-545 Reduced 2.63%	20,157 $1.33 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-2,933 Reduced 12.41%	20,702 $1.19 Million
Q3 2018 Oct 29, 2018	SELL	N/A	-1,526 Reduced 6.06%	23,635 $1.8 Million
Q2 2018 Aug 10, 2018	BUY	N/A	1,987 Added 8.57%	25,161 $1.92 Million
Q1 2018 May 15, 2018	SELL	N/A	-847 Reduced 3.53%	23,174 $1.7 Million
Q4 2017 Feb 12, 2018	BUY	N/A	1,267 Added 5.57%	24,021 $1.74 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-1,426 Reduced 5.9%	22,754 $1.55 Million
Q2 2017 Aug 14, 2017	BUY	N/A	24,180	24,180 $1.56 Million

Others Institutions Holding XLE

# of Institutions

2,076

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

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About ENERGY SECTOR SPDR

Ticker XLE
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Institute For Wealth Management, Llc. Energy Sector Spdr Transaction History