Meriwether Wealth & Planning, LLC Energy Sector Spdr Transaction History

Meriwether Wealth & Planning, LLC

  • $160 Billion
  • Q2 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 14,929 shares of XLE stock, worth $1.3 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
14,929
Previous 18,740 20.34%
Holding current value
$1.3 Million
Previous $1.75 Billion 27.7%
% of portfolio
0.79%
Previous 1.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,131
Shares Held
451M
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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