Marion Wealth Management Energy Sector Spdr Transaction History

Marion Wealth Management

$335 Million
Q1 2024

A detailed history of Marion Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Marion Wealth Management holds 15,991 shares of XLE stock, worth $1.46 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

15,991

Previous 15,986 0.03%

Holding current value

$1.46 Million

Previous $1.34 Million 12.61%

% of portfolio

0.45%

Previous 0.43%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $147,087 - $167,368	1,779 Added 14.59%	13,976 $0
Q3 2022 Nov 10, 2022	BUY	N/A	1,103 Added 9.94%	12,197 $878,000
Q2 2022 Jul 27, 2022	SELL	N/A	-6,849 Reduced 38.17%	11,094 $793,000
Q1 2022 Apr 08, 2022	SELL	N/A	-1,257 Reduced 6.55%	17,943 $1.37 Million
Q4 2021 Feb 14, 2022	BUY	N/A	19,200 New	19,200 $1.07 Million

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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 Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Account

Marion Wealth Management Energy Sector Spdr Transaction History