A detailed history of Onyx Bridge Wealth Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 118,232 shares of XLE stock, worth $10.7 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
118,232
Previous 104,477 13.17%
Holding current value
$10.7 Million
Previous $9.86 Million 9.26%
% of portfolio
1.82%
Previous 1.76%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$88.04 - $98.08 $1.21 Million - $1.35 Million
13,755 Added 13.17%
118,232 $10.8 Million
Q1 2024

Apr 29, 2024

BUY
$79.91 - $94.41 $7.79 Million - $9.2 Million
97,462 Added 1389.34%
104,477 $9.86 Million
Q4 2023

Jan 31, 2024

SELL
$81.2 - $91.96 $6.31 Million - $7.14 Million
-77,682 Reduced 91.72%
7,015 $588,000
Q3 2023

Oct 16, 2023

SELL
$79.09 - $93.36 $1.2 Million - $1.42 Million
-15,175 Reduced 15.19%
84,697 $7.66 Million
Q2 2023

Jul 25, 2023

BUY
$76.59 - $87.23 $583,998 - $665,128
7,625 Added 8.27%
99,872 $8.11 Million
Q1 2023

Apr 10, 2023

BUY
$76.97 - $93.11 $902,935 - $1.09 Million
11,731 Added 14.57%
92,247 $7.64 Million
Q4 2022

Jan 11, 2023

SELL
$76.09 - $94.08 $34,773 - $42,994
-457 Reduced 0.56%
80,516 $0
Q3 2022

Oct 13, 2022

BUY
$67.49 - $84.09 $1.03 Million - $1.29 Million
15,325 Added 23.34%
80,973 $6.49 Million
Q2 2022

Jul 25, 2022

BUY
$70.66 - $92.28 $4.39 Million - $5.73 Million
62,069 Added 1734.26%
65,648 $4.67 Million
Q1 2022

May 09, 2022

SELL
$57.22 - $78.75 $148,371 - $204,198
-2,593 Reduced 42.01%
3,579 $268,000
Q4 2021

Jan 18, 2022

BUY
$53.01 - $59.14 $88,102 - $98,290
1,662 Added 36.85%
6,172 $353,000
Q3 2021

Oct 20, 2021

BUY
$45.79 - $54.81 $206,512 - $247,193
4,510 New
4,510 $259,000
Q2 2021

Jul 20, 2021

SELL
$47.07 - $56.19 $318,758 - $380,518
-6,772 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$37.96 - $53.57 $257,065 - $362,776
6,772 New
6,772 $332,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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