Merriman Wealth Management, LLC Energy Sector Spdr Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 2,400 shares of XLE stock, worth $218,712. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,709 11.41%
Holding current value
$218,712
Previous $227,000 0.44%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $24,692 - $29,172
-309 Reduced 11.41%
2,400 $226,000
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $26,796 - $30,346
-330 Reduced 10.86%
2,709 $227,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $240,354 - $283,721
3,039 New
3,039 $274,000
Q4 2022

Feb 13, 2023
BUY
$82.68 - $94.08 $973,887 - $1.11 Million
11,779 New
11,779 $1.03 Million
Q4 2021

Feb 01, 2022
BUY
N/A
44,413 New
44,413 $2.39 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-44,413 Closed
0 $0
Q2 2021

Jul 28, 2021
BUY
N/A
95 Added 0.21%
44,413 $2.39 Million
Q1 2021

May 10, 2021
BUY
N/A
3,050 Added 7.39%
44,318 $2.17 Million
Q4 2020

Feb 10, 2021
BUY
N/A
41,268 New
41,268 $1.57 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-7,957 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
7,957 New
7,957 $476,000
Q2 2018

Aug 10, 2018
SELL
N/A
-11,348 Closed
0 $0
Q1 2018

Apr 10, 2018
SELL
N/A
-22,143 Reduced 66.12%
11,348 $765,000
Q4 2017

Feb 05, 2018
BUY
N/A
25,943 Added 343.71%
33,491 $2.42 Million
Q3 2017

Oct 19, 2017
SELL
N/A
-124 Reduced 1.62%
7,548 $517,000
Q2 2017

Aug 07, 2017
BUY
N/A
7,672
7,672 $498,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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