Massachusetts Wealth Management Energy Sector Spdr Transaction History

Massachusetts Wealth Management

$162 Billion
Q4 2024

A detailed history of Massachusetts Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Massachusetts Wealth Management holds 33,136 shares of XLE stock, worth $2.97 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

33,136

Previous 32,966 0.52%

Holding current value

$2.97 Million

Previous $2.89 Billion 1.93%

% of portfolio

1.75%

Previous 1.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$83.32 - $97.27 $14,164 - $16,535	170 Added 0.52%	33,136 $2.84 Billion
Q3 2024 Oct 23, 2024	BUY	$84.35 - $93.39 $87,724 - $97,125	1,040 Added 3.26%	32,966 $2.89 Billion
Q2 2024 Jul 31, 2024	BUY	$88.04 - $98.08 $345,997 - $385,454	3,930 Added 14.04%	31,926 $2.91 Billion
Q1 2024 Apr 19, 2024	BUY	$79.91 - $94.41 $270,974 - $320,144	3,391 Added 13.78%	27,996 $2.64 Billion
Q4 2023 Jan 24, 2024	BUY	$81.2 - $91.96 $264,306 - $299,329	3,255 Added 15.25%	24,605 $2.06 Billion
Q3 2023 Oct 24, 2023	BUY	$79.09 - $93.36 $81,462 - $96,160	1,030 Added 5.07%	21,350 $1.93 Billion
Q2 2023 Aug 03, 2023	BUY	$76.59 - $87.23 $98,035 - $111,654	1,280 Added 6.72%	20,320 $1.65 Billion
Q1 2023 Apr 26, 2023	SELL	$76.97 - $93.11 $249,382 - $301,676	-3,240 Reduced 14.54%	19,040 $1.58 Billion
Q4 2022 Feb 16, 2023	BUY	$76.09 - $94.08 $1.7 Million - $2.1 Million	22,280 New	22,280 $2 Billion

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

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

News

Stay updated on Massachusetts Wealth Management with notifications on news.

Account

Massachusetts Wealth Management Energy Sector Spdr Transaction History