Marion Wealth Management Energy Sector Spdr Transaction History

Marion Wealth Management

$375 Million
Q4 2024

A detailed history of Marion Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Marion Wealth Management holds 17,800 shares of XLE stock, worth $1.67 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

17,800

Previous 17,395 2.33%

Holding current value

$1.67 Million

Previous $1.53 Million 0.2%

% of portfolio

0.41%

Previous 0.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$83.32 - $97.27 $33,744 - $39,394	405 Added 2.33%	17,800 $1.52 Million
Q3 2024 Oct 07, 2024	BUY	$84.35 - $93.39 $91,857 - $101,701	1,089 Added 6.68%	17,395 $1.53 Million
Q2 2024 Jul 09, 2024	BUY	$88.04 - $98.08 $27,732 - $30,895	315 Added 1.97%	16,306 $1.49 Million
Q1 2024 Apr 08, 2024	BUY	$79.91 - $94.41 $399 - $472	5 Added 0.03%	15,991 $1.51 Million
Q4 2023 Jan 10, 2024	BUY	$81.2 - $91.96 $28,338 - $32,094	349 Added 2.23%	15,986 $1.34 Million
Q3 2023 Oct 18, 2023	BUY	$79.09 - $93.36 $8,304 - $9,802	105 Added 0.68%	15,637 $1.41 Million
Q2 2023 Jul 24, 2023	BUY	$76.59 - $87.23 $32,627 - $37,159	426 Added 2.82%	15,532 $1.26 Million
Q1 2023 Apr 24, 2023	BUY	$76.97 - $93.11 $86,976 - $105,214	1,130 Added 8.09%	15,106 $1.25 Million
Q4 2022 Jan 19, 2023	BUY	$76.09 - $94.08 $135,364 - $167,368	1,779 Added 14.59%	13,976 $0
Q3 2022 Nov 10, 2022	BUY	$67.49 - $84.09 $74,441 - $92,751	1,103 Added 9.94%	12,197 $878,000
Q2 2022 Jul 27, 2022	SELL	$70.66 - $92.28 $483,950 - $632,025	-6,849 Reduced 38.17%	11,094 $793,000
Q1 2022 Apr 08, 2022	SELL	$57.22 - $78.75 $71,925 - $98,988	-1,257 Reduced 6.55%	17,943 $1.37 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $1.02 Million - $1.14 Million	19,200 New	19,200 $1.07 Million

Others Institutions Holding XLE

# of Institutions

2,038

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Marion Wealth Management Energy Sector Spdr Transaction History