Kingsview Wealth Management, LLC Energy Sector Spdr Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 54,143 shares of XLE stock, worth $4.41 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

54,143

Previous 43,136 25.52%

Holding current value

$4.41 Million

Previous $3.7 Million 36.91%

% of portfolio

0.11%

Previous 0.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$85.7 - $93.96 $943,299 - $1.03 Million	11,007 Added 25.52%	54,143 $5.06 Million
Q4 2024 Jan 28, 2025	BUY	$83.32 - $97.27 $443,678 - $517,962	5,325 Added 14.08%	43,136 $3.7 Million
Q3 2024 Nov 12, 2024	BUY	$84.35 - $93.39 $787,744 - $872,169	9,339 Added 32.8%	37,811 $3.32 Million
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $133,292 - $148,493	1,514 Added 5.62%	28,472 $2.6 Million
Q1 2024 May 09, 2024	BUY	$79.91 - $94.41 $607,076 - $717,232	7,597 Added 39.24%	26,958 $2.55 Million
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $623,616 - $706,252	-7,680 Reduced 28.4%	19,361 $1.62 Million
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $415,776 - $490,793	5,257 Added 24.13%	27,041 $2.44 Million
Q2 2023 Aug 10, 2023	SELL	$76.59 - $87.23 $820,278 - $934,233	-10,710 Reduced 32.96%	21,784 $1.77 Million
Q1 2023 May 15, 2023	SELL	$76.97 - $93.11 $24.4 Million - $29.5 Million	-316,760 Reduced 90.7%	32,494 $2.69 Million
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $23.9 Million - $29.5 Million	313,514 Added 877.21%	349,254 $30.5 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $1.79 Million - $2.23 Million	-26,556 Reduced 42.63%	35,740 $2.57 Million
Q2 2022 Aug 16, 2022	SELL	$70.66 - $92.28 $15.7 Million - $20.5 Million	-222,029 Reduced 78.09%	62,296 $4.46 Million
Q1 2022 Feb 08, 2024	BUY	$57.22 - $78.75 $4.35 Million - $5.99 Million	76,018 Added 392.63%	95,379 $0
Q4 2021 Feb 17, 2022	BUY	$53.01 - $59.14 $5.65 Million - $6.3 Million	106,521 Added 59.91%	284,325 $15.8 Million
Q3 2021 Dec 03, 2021	BUY	$45.79 - $54.81 $203,490 - $243,575	4,444 Added 2.56%	177,804 $9.26 Million
Q2 2021 Aug 17, 2021	SELL	$47.07 - $56.19 $6.52 Million - $7.78 Million	-138,496 Reduced 44.41%	173,360 $9.5 Million
Q1 2021 May 24, 2021	SELL	$37.96 - $53.57 $1.29 Million - $1.82 Million	-34,034 Reduced 9.84%	311,856 $15.7 Million
Q4 2020 Feb 16, 2021	BUY	$27.71 - $41.6 $4.96 Million - $7.44 Million	178,926 Added 107.16%	345,890 $13.1 Million
Q3 2020 Nov 19, 2020	BUY	$29.95 - $38.58 $4.82 Million - $6.21 Million	161,008 Added 2703.29%	166,964 $5 Million
Q2 2020 Aug 14, 2020	BUY	$27.62 - $46.86 $164,504 - $279,098	5,956 New	5,956 $225,000
Q1 2020 May 11, 2020	SELL	$23.57 - $60.87 $1.75 Million - $4.53 Million	-74,379 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$55.9 - $61.99 $4.16 Million - $4.61 Million	74,379 New	74,379 $4.47 Million
Q4 2019 Jan 30, 2020	SELL	$55.9 - $61.99 $4.24 Million - $4.7 Million	-75,789 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$59.2 - $63.13 $933,643 - $995,623	15,771 Added 26.28%	75,789 $4.49 Million
Q2 2019 Jan 29, 2020	SELL	N/A	-435 Reduced 0.72%	60,018 $3.82 Million
Q1 2019 Jan 29, 2020	BUY	N/A	60,453 New	60,453 $4 Million
Q2 2017 Jan 29, 2020	SELL	N/A	-3,768 Closed	0 $0
Q1 2017 Jan 29, 2020	BUY	N/A	3,768	3,768 $263,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Energy Sector Spdr Transaction History