Mascoma Wealth Management LLC Energy Sector Spdr Transaction History

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 2025

A detailed history of Mascoma Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 2,249 shares of XLE stock, worth $191,007. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,249
Previous 2,628 14.42%
Holding current value
$191,007
Previous $245,000 22.45%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$76.44 - $94.13 $28,970 - $35,675
-379 Reduced 14.42%
2,249 $190,000
Q1 2025

Apr 24, 2025
SELL
$85.7 - $93.96 $44,392 - $48,671
-518 Reduced 16.47%
2,628 $245,000
Q4 2024

Feb 10, 2025
BUY
$83.32 - $97.27 $247,543 - $288,989
2,971 Added 1697.71%
3,146 $269,000
Q3 2024

Nov 05, 2024
BUY
$84.35 - $93.39 $14,761 - $16,343
175 New
175 $15,000
Q2 2022

Jul 14, 2022
BUY
$70.66 - $92.28 $1,342 - $1,753
19 New
19 $1,000

Others Institutions Holding XLE

# of Institutions
2,105
Shares Held
455M
Call Options Held
50.4M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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