Jupiter Wealth Management LLC Energy Sector Spdr Transaction History

Jupiter Wealth Management LLC

  • $185 Million
  • Q3 2024

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 61,224 shares of XLE stock, worth $5.15 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
61,224
Previous 62,541 2.11%
Holding current value
$5.15 Million
Previous $5.7 Million 5.7%
% of portfolio
2.91%
Previous 2.69%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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