Marcum Wealth, LLC Energy Sector Spdr Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,313 shares of XLE stock, worth $419,525. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,313
Previous 4,335 0.51%
Holding current value
$419,525
Previous $395,000 4.3%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$84.35 - $93.39 $1,855 - $2,054
-22 Reduced 0.51%
4,313 $378,000
Q2 2024

Jul 02, 2024
SELL
$88.04 - $98.08 $24,387 - $27,168
-277 Reduced 6.01%
4,335 $395,000
Q1 2024

Apr 10, 2024
SELL
$79.91 - $94.41 $17,020 - $20,109
-213 Reduced 4.41%
4,612 $435,000
Q4 2023

Jan 10, 2024
SELL
$81.2 - $91.96 $8,038 - $9,104
-99 Reduced 2.01%
4,825 $404,000
Q3 2023

Oct 10, 2023
SELL
$79.09 - $93.36 $19,377 - $22,873
-245 Reduced 4.74%
4,924 $445,000
Q2 2023

Jul 13, 2023
SELL
$76.59 - $87.23 $18,534 - $21,109
-242 Reduced 4.47%
5,169 $419,000
Q1 2023

Apr 19, 2023
SELL
$76.97 - $93.11 $28,632 - $34,636
-372 Reduced 6.43%
5,411 $448,000
Q4 2022

Jan 12, 2023
SELL
$76.09 - $94.08 $7,228 - $8,937
-95 Reduced 1.62%
5,783 $0
Q3 2022

Oct 11, 2022
SELL
$67.49 - $84.09 $44,070 - $54,910
-653 Reduced 10.0%
5,878 $423,000
Q2 2022

Jul 14, 2022
SELL
$70.66 - $92.28 $19,996 - $26,115
-283 Reduced 4.15%
6,531 $467,000
Q1 2022

Apr 20, 2022
BUY
$57.22 - $78.75 $64,887 - $89,302
1,134 Added 19.96%
6,814 $521,000
Q4 2021

Feb 01, 2022
BUY
$53.01 - $59.14 $13,517 - $15,080
255 Added 4.7%
5,680 $315,000
Q3 2021

Nov 08, 2021
SELL
$45.79 - $54.81 $79,216 - $94,821
-1,730 Reduced 24.18%
5,425 $283,000
Q2 2021

Aug 10, 2021
SELL
$47.07 - $56.19 $20,428 - $24,386
-434 Reduced 5.72%
7,155 $385,000
Q1 2021

May 11, 2021
BUY
$37.96 - $53.57 $288,078 - $406,542
7,589 New
7,589 $372,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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