Meriwether Wealth & Planning, LLC Energy Sector Spdr Transaction History

Meriwether Wealth & Planning, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Meriwether Wealth & Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 20,480 shares of XLE stock, worth $1.88 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
20,480
Previous 13,484 51.88%
Holding current value
$1.88 Million
Previous $1.2 Billion 23.99%
% of portfolio
0.52%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$85.22 - $92.02 $596,199 - $643,771
6,996 Added 51.88%
20,480 $916 Million
Q3 2025

Oct 14, 2025
SELL
$84.25 - $91.99 $121,741 - $132,925
-1,445 Reduced 9.68%
13,484 $1.2 Billion
Q2 2025

Jul 11, 2025
SELL
$76.44 - $94.13 $291,312 - $358,729
-3,811 Reduced 20.34%
14,929 $1.27 Billion
Q1 2025

Apr 21, 2025
BUY
$85.7 - $93.96 $396,962 - $435,222
4,632 Added 32.83%
18,740 $1.75 Billion
Q4 2024

Feb 07, 2025
BUY
$83.32 - $97.27 $1.18 Million - $1.37 Million
14,108 New
14,108 $1.21 Billion

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
217M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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