New England Private Wealth Advisors LLC Energy Sector Spdr Transaction History

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 5,327 shares of XLE stock, worth $428,823. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,327
Previous 4,713 13.03%
Holding current value
$428,823
Previous $403,000 23.33%
% of portfolio
0.08%
Previous 0.07%

Shares

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

May 08, 2025
BUY
$85.7 - $93.96 $52,619 - $57,691
614 Added 13.03%
5,327 $497,000
Q4 2024

Feb 07, 2025
BUY
$83.32 - $97.27 $85,069 - $99,312
1,021 Added 27.65%
4,713 $403,000
Q3 2024

Nov 07, 2024
BUY
$84.35 - $93.39 $47,910 - $53,045
568 Added 18.18%
3,692 $324,000
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $17,960 - $20,008
204 Added 6.99%
3,124 $284,000
Q1 2024

May 08, 2024
SELL
$79.91 - $94.41 $167,811 - $198,261
-2,100 Reduced 41.83%
2,920 $275,000
Q4 2023

Feb 02, 2024
BUY
$81.2 - $91.96 $32,886 - $37,243
405 Added 8.78%
5,020 $420,000
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $8,225 - $9,709
104 Added 2.31%
4,615 $417,000
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $23,283 - $26,517
304 Added 7.23%
4,511 $366,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $47,413 - $57,355
-616 Reduced 12.77%
4,207 $348,000
Q4 2022

Feb 08, 2023
SELL
$76.09 - $94.08 $13,391 - $16,558
-176 Reduced 3.52%
4,823 $421,000
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $153,607 - $191,388
2,276 Added 83.58%
4,999 $359,000
Q1 2022

May 06, 2022
BUY
$57.22 - $78.75 $155,810 - $214,436
2,723 New
2,723 $208,000
Q2 2019

Aug 08, 2019
SELL
N/A
-4,371 Closed
0 $0
Q1 2019

May 02, 2019
BUY
N/A
20 Added 0.46%
4,371 $289,000
Q4 2018

Feb 12, 2019
SELL
N/A
-20,549 Reduced 82.53%
4,351 $249,000
Q3 2018

Nov 13, 2018
SELL
N/A
-417 Reduced 1.65%
24,900 $1.89 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-238 Reduced 0.93%
25,317 $1.92 Million
Q1 2018

May 04, 2018
SELL
N/A
-199 Reduced 0.77%
25,555 $1.72 Million
Q4 2017

Feb 13, 2018
BUY
N/A
287 Added 1.13%
25,754 $1.87 Million
Q3 2017

Nov 09, 2017
BUY
N/A
25,467
25,467 $1.75 Million

Others Institutions Holding XLE

# of Institutions
2,182
Shares Held
231M
Call Options Held
57.8M
Put Options Held
98M
View Full List

About ENERGY SECTOR SPDR

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