Lumature Wealth Partners, LLC Energy Sector Spdr Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 7,638 shares of XLE stock, worth $665,269. This represents 0.37% of its overall portfolio holdings.

Number of Shares

7,638

Previous 7,436 2.72%

Holding current value

$665,269

Previous $615,000 0.65%

% of portfolio

0.37%

Previous 0.35%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $15,471 - $17,620	202 Added 2.72%	7,638 $619,000
Q1 2023 May 15, 2023	SELL	$76.97 - $93.11 $9,698 - $11,731	-126 Reduced 1.67%	7,436 $615,000
Q4 2022 Feb 14, 2023	SELL	$82.68 - $94.08 $86,400 - $98,313	-1,045 Reduced 12.14%	7,562 $661,000
Q3 2022 Nov 10, 2022	SELL	N/A	-109 Reduced 1.25%	8,607 $620,000
Q2 2022 Aug 10, 2022	SELL	N/A	-13 Reduced 0.15%	8,716 $623,000
Q1 2022 May 13, 2022	SELL	N/A	-1,358 Reduced 13.46%	8,729 $667,000
Q4 2021 Feb 10, 2022	BUY	N/A	46 Added 0.46%	10,087 $560,000
Q3 2021 Oct 29, 2021	BUY	N/A	391 Added 4.05%	10,041 $523,000
Q2 2021 Aug 10, 2021	BUY	N/A	49 Added 0.51%	9,650 $520,000
Q1 2021 May 11, 2021	BUY	N/A	1,185 Added 14.08%	9,601 $471,000
Q4 2020 Feb 08, 2021	BUY	N/A	8,416 New	8,416 $319,000

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Lumature Wealth Partners, LLC Energy Sector Spdr Transaction History