Northern Oak Wealth Management Inc Energy Sector Spdr Transaction History

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 7,915 shares of XLE stock, worth $719,710. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,915
Previous 8,665 8.66%
Holding current value
$719,710
Previous $760,000 10.92%
% of portfolio
0.09%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$83.32 - $97.27 $62,489 - $72,952
-750 Reduced 8.66%
7,915 $677,000
Q3 2024

Oct 30, 2024
SELL
$84.35 - $93.39 $273,631 - $302,957
-3,244 Reduced 27.24%
8,665 $760,000
Q2 2024

Jul 26, 2024
SELL
$88.04 - $98.08 $2,112 - $2,353
-24 Reduced 0.2%
11,909 $1.09 Million
Q1 2024

May 01, 2024
SELL
$79.91 - $94.41 $99,248 - $117,257
-1,242 Reduced 9.43%
11,933 $1.13 Million
Q4 2023

Jan 11, 2024
SELL
$81.2 - $91.96 $49,532 - $56,095
-610 Reduced 4.43%
13,175 $1.1 Million
Q3 2023

Oct 24, 2023
SELL
$79.09 - $93.36 $58,763 - $69,366
-743 Reduced 5.11%
13,785 $1.25 Million
Q2 2023

Jul 31, 2023
SELL
$76.59 - $87.23 $14,705 - $16,748
-192 Reduced 1.3%
14,528 $1.18 Million
Q1 2023

May 09, 2023
SELL
$76.97 - $93.11 $3.06 Million - $3.71 Million
-39,803 Reduced 73.0%
14,720 $1.22 Million
Q4 2022

Feb 13, 2023
SELL
$76.09 - $94.08 $1.39 Million - $1.71 Million
-18,205 Reduced 25.03%
54,523 $4.77 Million
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $641,829 - $799,695
9,510 Added 15.04%
72,728 $5.24 Million
Q2 2022

Aug 16, 2022
BUY
$70.66 - $92.28 $481,053 - $628,242
6,808 Added 12.07%
63,218 $4.52 Million
Q1 2022

May 24, 2022
BUY
$57.22 - $78.75 $2.67 Million - $3.68 Million
46,705 Added 481.25%
56,410 $4.31 Million
Q4 2021

Feb 16, 2022
BUY
$53.01 - $59.14 $1,325 - $1,478
25 Added 0.26%
9,705 $539,000
Q3 2021

Nov 15, 2021
SELL
$45.79 - $54.81 $335,182 - $401,209
-7,320 Reduced 43.06%
9,680 $504,000
Q2 2021

Aug 17, 2021
BUY
$47.07 - $56.19 $299,835 - $357,930
6,370 Added 59.92%
17,000 $916,000
Q1 2021

May 14, 2021
BUY
$37.96 - $53.57 $37,960 - $53,570
1,000 Added 10.38%
10,630 $522,000
Q4 2020

Feb 16, 2021
BUY
$27.71 - $41.6 $261,305 - $392,288
9,430 Added 4715.0%
9,630 $365,000
Q1 2020

May 15, 2020
BUY
$23.57 - $60.87 $4,714 - $12,174
200 New
200 $6,000
Q4 2019

Jan 27, 2020
SELL
$55.9 - $61.99 $726 - $805
-13 Closed
0 $0
Q3 2019

Oct 31, 2019
BUY
$59.2 - $63.13 $769 - $820
13 New
13 $0
Q2 2018

Aug 13, 2018
SELL
N/A
-4 Closed
0 $0
Q1 2018

May 11, 2018
SELL
N/A
-900 Reduced 99.56%
4 $0
Q4 2017

Feb 16, 2018
BUY
N/A
904
904 $0

Others Institutions Holding XLE

# of Institutions
2,171
Shares Held
231M
Call Options Held
58M
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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