Meridian Wealth Management, LLC Energy Sector Spdr Transaction History

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 2025

A detailed history of Meridian Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 48,376 shares of XLE stock, worth $3.98 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
48,376
Previous 50,512 4.23%
Holding current value
$3.98 Million
Previous $4.33 Million 4.48%
% of portfolio
0.22%
Previous 0.21%

Shares

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

May 12, 2025
SELL
$85.7 - $93.96 $183,055 - $200,698
-2,136 Reduced 4.23%
48,376 $4.52 Million
Q4 2024

Feb 06, 2025
SELL
$83.32 - $97.27 $117,314 - $136,956
-1,408 Reduced 2.71%
50,512 $4.33 Million
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $30,450 - $33,713
-361 Reduced 0.69%
51,920 $4.56 Million
Q2 2024

Aug 08, 2024
BUY
$88.04 - $98.08 $4.6 Million - $5.13 Million
52,281 New
52,281 $4.77 Million
Q4 2023

Feb 08, 2024
BUY
$81.2 - $91.96 $463,002 - $524,355
5,702 Added 12.02%
53,139 $4.46 Million
Q3 2023

Oct 17, 2023
SELL
$79.09 - $93.36 $494,233 - $583,406
-6,249 Reduced 11.64%
47,437 $4.29 Million
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $694,594 - $791,088
-9,069 Reduced 14.45%
53,686 $4.36 Million
Q1 2023

May 12, 2023
BUY
$76.97 - $93.11 $1.86 Million - $2.25 Million
24,139 Added 62.51%
62,755 $5.2 Million
Q4 2022

Feb 13, 2023
SELL
$76.09 - $94.08 $123,874 - $153,162
-1,628 Reduced 4.05%
38,616 $3.38 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $4.8 Million - $5.98 Million
-71,166 Reduced 63.88%
40,244 $2.9 Million
Q2 2022

Aug 05, 2022
SELL
$70.66 - $92.28 $6.94 Million - $9.07 Million
-98,259 Reduced 46.86%
111,410 $7.97 Million
Q1 2022

May 12, 2022
SELL
$57.22 - $78.75 $7.46 Million - $10.3 Million
-130,386 Reduced 38.34%
209,669 $16 Million
Q4 2021

Jan 27, 2022
SELL
$53.01 - $59.14 $195,288 - $217,871
-3,684 Reduced 1.07%
340,055 $18.9 Million
Q3 2021

Oct 15, 2021
SELL
$45.79 - $54.81 $417,009 - $499,154
-9,107 Reduced 2.58%
343,739 $17.9 Million
Q2 2021

Jul 22, 2021
SELL
$47.07 - $56.19 $385,079 - $459,690
-8,181 Reduced 2.27%
352,846 $19 Million
Q1 2021

May 07, 2021
SELL
$37.96 - $53.57 $1 Million - $1.41 Million
-26,375 Reduced 6.81%
361,027 $17.7 Million
Q4 2020

Jan 19, 2021
BUY
$27.71 - $41.6 $10.7 Million - $16.1 Million
387,402 New
387,402 $14.7 Million
Q2 2020

Jul 15, 2020
SELL
$27.62 - $46.86 $330,694 - $561,054
-11,973 Closed
0 $0
Q1 2020

Apr 16, 2020
BUY
$23.57 - $60.87 $282,203 - $728,796
11,973 New
11,973 $347,000
Q3 2019

Nov 08, 2019
SELL
$59.2 - $63.13 $27,824 - $29,671
-470 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
470 New
470 $311,000

Others Institutions Holding XLE

# of Institutions
2,177
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
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email