Lake Hills Wealth Management, LLC Energy Sector Spdr Transaction History

Lake Hills Wealth Management, LLC

$150 Million
Q4 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 76,262 shares of XLE stock, worth $7.08 Million. This represents 4.37% of its overall portfolio holdings.

Number of Shares

76,262

Previous 70,230 8.59%

Holding current value

$7.08 Million

Previous $6.17 Million 5.94%

% of portfolio

4.37%

Previous 4.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$83.32 - $97.27 $502,586 - $586,732	6,032 Added 8.59%	76,262 $6.53 Million
Q3 2024 Oct 10, 2024	BUY	$84.35 - $93.39 $432,462 - $478,810	5,127 Added 7.88%	70,230 $6.17 Million
Q2 2024 Jul 09, 2024	BUY	$88.04 - $98.08 $272,219 - $303,263	3,092 Added 4.99%	65,103 $5.93 Million
Q1 2024 Apr 04, 2024	BUY	$79.91 - $94.41 $2.59 Million - $3.06 Million	32,379 Added 109.27%	62,011 $5.85 Million
Q4 2023 Jan 22, 2024	BUY	$81.2 - $91.96 $610,380 - $691,263	7,517 Added 33.99%	29,632 $2.48 Million
Q3 2023 Oct 16, 2023	SELL	$79.09 - $93.36 $14,315 - $16,898	-181 Reduced 0.81%	22,115 $2 Million
Q2 2023 Aug 04, 2023	BUY	$76.59 - $87.23 $1.71 Million - $1.94 Million	22,296 New	22,296 $1.81 Million

Others Institutions Holding XLE

# of Institutions

2,171

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Hills Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Hills Wealth Management, LLC with notifications on news.

Account

Lake Hills Wealth Management, LLC Energy Sector Spdr Transaction History