Palumbo Wealth Management LLC Energy Sector Spdr Transaction History

Palumbo Wealth Management LLC

  • $308 Million
  • Q2 2025

A detailed history of Palumbo Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 5,614 shares of XLE stock, worth $478,761. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,614
Previous 5,740 2.2%
Holding current value
$478,761
Previous $536,000 11.19%
% of portfolio
0.15%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$76.44 - $94.13 $9,631 - $11,860
-126 Reduced 2.2%
5,614 $476,000
Q1 2025

Apr 22, 2025
SELL
$85.7 - $93.96 $2,999 - $3,288
-35 Reduced 0.61%
5,740 $536,000
Q4 2024

Jan 30, 2025
BUY
$83.32 - $97.27 $481,172 - $561,734
5,775 New
5,775 $494,000

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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