Jupiter Wealth Management LLC Energy Sector Spdr Transaction History

Jupiter Wealth Management LLC

$153 Million
Q1 2025

A detailed history of Jupiter Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 47,059 shares of XLE stock, worth $3.97 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares

47,059

Previous 61,224 23.14%

Holding current value

$3.97 Million

Previous $5.38 Million 18.2%

% of portfolio

2.88%

Previous 2.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 20, 2025	SELL	$85.7 - $93.96 $1.21 Million - $1.33 Million	-14,165 Reduced 23.14%	47,059 $4.4 Million
Q3 2024 Nov 04, 2024	SELL	$84.35 - $93.39 $111,088 - $122,994	-1,317 Reduced 2.11%	61,224 $5.38 Million
Q2 2024 Aug 12, 2024	SELL	$88.04 - $98.08 $413,964 - $461,172	-4,702 Reduced 6.99%	62,541 $5.7 Million
Q1 2024 May 09, 2024	SELL	$79.91 - $94.41 $347,848 - $410,966	-4,353 Reduced 6.08%	67,243 $6.35 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $5.66 Million - $6.68 Million	71,596 New	71,596 $6.47 Million
Q1 2020 May 04, 2020	SELL	$23.57 - $60.87 $136,470 - $352,437	-5,790 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$55.9 - $61.99 $323,661 - $358,922	5,790 New	5,790 $346,000

Others Institutions Holding XLE

# of Institutions

2,111

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Jupiter Wealth Management LLC Energy Sector Spdr Transaction History