Neirg Wealth Management, LLC Energy Sector Spdr Transaction History

Neirg Wealth Management, LLC

$0
Q4 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$76.59 - $87.23 $2.1 Million - $2.4 Million	-27,467 Reduced 16.62%	137,805 $11.2 Million
Q1 2023 May 04, 2023	SELL	$76.97 - $93.11 $669,485 - $809,870	-8,698 Reduced 5.0%	165,272 $13.7 Million
Q4 2022 Feb 02, 2023	SELL	$76.09 - $94.08 $795,292 - $983,324	-10,452 Reduced 5.67%	173,970 $15.2 Million
Q3 2022 Nov 07, 2022	SELL	$67.49 - $84.09 $676,317 - $842,665	-10,021 Reduced 5.15%	184,422 $13.3 Million
Q2 2022 Aug 04, 2022	SELL	$70.66 - $92.28 $953,486 - $1.25 Million	-13,494 Reduced 6.49%	194,443 $13.9 Million
Q1 2022 May 11, 2022	SELL	$57.22 - $78.75 $619,177 - $852,153	-10,821 Reduced 4.95%	207,937 $15.9 Million
Q4 2021 Feb 07, 2022	BUY	$53.01 - $59.14 $11.6 Million - $12.9 Million	218,758 New	218,758 $12.1 Million

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.72 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.45 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$810 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$786 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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