Jupiter Wealth Management LLC Energy Sector Spdr Transaction History

Jupiter Wealth Management LLC

  • $212 Million
  • Q2 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 62,541 shares of XLE stock, worth $5.45 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares
62,541
Previous 67,243 6.99%
Holding current value
$5.45 Million
Previous $6.35 Million 10.21%
% of portfolio
2.69%
Previous 3.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-5,790 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
N/A
5,790 New
5,790 $346,000

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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