Massachusetts Wealth Management Energy Sector Spdr Transaction History

Massachusetts Wealth Management

$149 Billion
Q2 2024

A detailed history of Massachusetts Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Massachusetts Wealth Management holds 31,926 shares of XLE stock, worth $2.84 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

31,926

Previous 27,996 14.04%

Holding current value

$2.84 Million

Previous $2.64 Billion 10.1%

% of portfolio

1.95%

Previous 1.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $1.84 Million - $2.1 Million	22,280 New	22,280 $2 Billion

Others Institutions Holding XLE

# of Institutions

2,056

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Massachusetts Wealth Management Energy Sector Spdr Transaction History