Peterson Wealth Management Energy Sector Spdr Transaction History

Peterson Wealth Management

$147 Million
Q1 2025

A detailed history of Peterson Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Peterson Wealth Management holds 3,510 shares of XLE stock, worth $297,367. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,510

Previous 3,511 0.03%

Holding current value

$297,367

Previous $300,000 9.33%

% of portfolio

0.22%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 16, 2025	SELL	$85.7 - $93.96 $85 - $93	-1 Reduced 0.03%	3,510 $328,000
Q4 2024 Feb 14, 2025	SELL	$83.32 - $97.27 $18,580 - $21,691	-223 Reduced 5.97%	3,511 $300,000
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $27,919 - $30,912	-331 Reduced 8.14%	3,734 $327,000
Q2 2024 Aug 05, 2024	BUY	$88.04 - $98.08 $2,641 - $2,942	30 Added 0.74%	4,065 $370,000
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $4,794 - $5,664	60 Added 1.51%	4,035 $380,000
Q4 2023 Feb 22, 2024	BUY	$81.2 - $91.96 $62,442 - $70,717	769 Added 23.99%	3,975 $333,000
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $253,562 - $299,312	3,206 New	3,206 $289,000
Q2 2023 Aug 17, 2023	SELL	$76.59 - $87.23 $186,496 - $212,405	-2,435 Closed	0 $0
Q1 2023 Aug 17, 2023	SELL	$76.97 - $93.11 $4,079 - $4,934	-53 Reduced 2.13%	2,435 $201,000
Q4 2022 Feb 07, 2023	SELL	$76.09 - $94.08 $89,025 - $110,073	-1,170 Reduced 31.98%	2,488 $217,000
Q3 2022 Oct 13, 2022	BUY	$67.49 - $84.09 $246,878 - $307,601	3,658 New	3,658 $263,000

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

445M

Call Options Held

50.2M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Peterson Wealth Management Energy Sector Spdr Transaction History