A detailed history of Mbe Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 2,571 shares of XLE stock, worth $219,254. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,571
Previous 2,729 5.79%
Holding current value
$219,254
Previous $231,000 0.87%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$84.25 - $91.99 $13,311 - $14,534
-158 Reduced 5.79%
2,571 $229,000
Q2 2025

Jul 16, 2025

BUY
$76.44 - $94.13 $208,604 - $256,880
2,729 New
2,729 $231,000
Q2 2020

Aug 14, 2020

SELL
$27.62 - $46.86 $34,607 - $58,715
-1,253 Closed
0 $0
Q1 2020

May 07, 2020

BUY
$23.57 - $60.87 $29,533 - $76,270
1,253 New
1,253 $36,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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