Merkkuri Wealth Advisors LLC Energy Sector Spdr Transaction History

Merkkuri Wealth Advisors LLC

  • $117 Billion
  • Q1 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 17,288 shares of XLE stock, worth $1.39 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
17,288
Previous 19,143 9.69%
Holding current value
$1.39 Million
Previous $1.64 Billion 1.48%
% of portfolio
1.38%
Previous 1.3%

Shares

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

Apr 22, 2025
SELL
$85.7 - $93.96 $158,973 - $174,295
-1,855 Reduced 9.69%
17,288 $1.62 Billion
Q4 2024

Jan 21, 2025
SELL
$83.32 - $97.27 $16,330 - $19,064
-196 Reduced 1.01%
19,143 $1.64 Billion
Q3 2024

Oct 23, 2024
BUY
$84.35 - $93.39 $185,485 - $205,364
2,199 Added 12.83%
19,339 $1.7 Billion
Q2 2024

Oct 23, 2024
BUY
$88.04 - $98.08 $1.51 Million - $1.68 Million
17,140 New
17,140 $1.56 Billion

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
231M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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