A detailed history of Legacy Wealth Managment, Llc/Id transactions in Energy Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 67 shares of XLE stock, worth $5,462. This represents 0.0% of its overall portfolio holdings.

Number of Shares
67
Previous 225 70.22%
Holding current value
$5,462
Previous $19,000 68.42%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025

SELL
$85.7 - $93.96 $13,540 - $14,845
-158 Reduced 70.22%
67 $6,000
Q3 2024

Nov 15, 2024

BUY
$84.35 - $93.39 $18,978 - $21,012
225 New
225 $19,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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