Meriwether Wealth & Planning, LLC Energy Sector Spdr Transaction History

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 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 18,740 shares of XLE stock, worth $1.53 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
18,740
Previous 14,108 32.83%
Holding current value
$1.53 Million
Previous $1.21 Billion 44.91%
% of portfolio
1.14%
Previous 0.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,177
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
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