Marks Group Wealth Management, Inc Energy Sector Spdr Transaction History

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 2,677 shares of XLE stock, worth $218,255. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,677
Previous 3,787 29.31%
Holding current value
$218,255
Previous $324,000 22.84%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 01, 2025
SELL
$85.7 - $93.96 $95,127 - $104,295
-1,110 Reduced 29.31%
2,677 $250,000
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $14,508 - $16,063
-172 Reduced 4.34%
3,787 $332,000
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $10,564 - $11,769
-120 Reduced 2.94%
3,959 $360,000
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $26,050 - $30,777
326 Added 8.69%
4,079 $385,000
Q4 2023

Feb 01, 2024
BUY
$81.2 - $91.96 $304,743 - $345,125
3,753 New
3,753 $314,000
Q1 2021

May 17, 2021
SELL
$37.96 - $53.57 $210,564 - $297,152
-5,547 Closed
0 $0
Q4 2020

Feb 08, 2021
BUY
$27.71 - $41.6 $153,707 - $230,755
5,547 New
5,547 $210,000

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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