Jpl Wealth Management, LLC Energy Sector Spdr Transaction History

Jpl Wealth Management, LLC

  • $255 Billion
  • Q1 2025

A detailed history of Jpl Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 5,088 shares of XLE stock, worth $431,055. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,088
Previous 3,394 49.91%
Holding current value
$431,055
Previous $291 Million 65.26%
% of portfolio
0.19%
Previous 0.08%

Shares

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

May 06, 2025
BUY
$85.7 - $93.96 $145,175 - $159,168
1,694 Added 49.91%
5,088 $480 Million
Q4 2024

Feb 10, 2025
BUY
$83.32 - $97.27 $26,745 - $31,223
321 Added 10.45%
3,394 $291 Million
Q2 2024

Jul 31, 2024
SELL
$88.04 - $98.08 $30,902 - $34,426
-351 Reduced 10.25%
3,073 $280 Million
Q1 2024

May 10, 2024
BUY
$79.91 - $94.41 $273,611 - $323,259
3,424 New
3,424 $323 Million

Others Institutions Holding XLE

# of Institutions
2,113
Shares Held
445M
Call Options Held
50.2M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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