Partners Wealth Management, LLC Energy Sector Spdr Transaction History

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

A detailed history of Partners Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Partners Wealth Management, LLC holds 10,329 shares of XLE stock, worth $831,484. This represents 1.09% of its overall portfolio holdings.

Number of Shares
10,329
Previous 9,908 4.25%
Holding current value
$831,484
Previous $849 Million 13.73%
% of portfolio
1.09%
Previous 0.97%

Shares

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

Apr 17, 2025
BUY
$85.7 - $93.96 $36,079 - $39,557
421 Added 4.25%
10,329 $965 Million
Q4 2024

Feb 04, 2025
BUY
$83.32 - $97.27 $825,534 - $963,751
9,908 New
9,908 $849 Million

Others Institutions Holding XLE

# of Institutions
2,171
Shares Held
229M
Call Options Held
50.1M
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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