Peterson Wealth Services Energy Sector Spdr Transaction History

Peterson Wealth Services

  • $424 Million
  • Q3 2025

A detailed history of Peterson Wealth Services transactions in Energy Sector Spdr stock. As of the latest transaction made, Peterson Wealth Services holds 58 shares of XLE stock, worth $5,268. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 2,296 97.47%
Holding current value
$5,268
Previous $194,000 97.42%
% of portfolio
0.0%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$84.25 - $91.99 $188,551 - $205,873
-2,238 Reduced 97.47%
58 $5,000
Q1 2025

May 05, 2025
SELL
$85.7 - $93.96 $28,366 - $31,100
-331 Reduced 12.6%
2,296 $214,000
Q1 2024

May 01, 2024
SELL
$79.91 - $94.41 $354,081 - $418,330
-4,431 Reduced 62.78%
2,627 $248,000
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $573,109 - $649,053
7,058 New
7,058 $591,000
Q2 2023

Jul 13, 2023
SELL
$76.59 - $87.23 $2.67 Million - $3.04 Million
-34,853 Reduced 40.34%
51,548 $4.18 Million
Q1 2023

Apr 06, 2023
SELL
$76.97 - $93.11 $417,177 - $504,656
-5,420 Reduced 5.9%
86,401 $7.16 Million
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $101,427 - $125,408
1,333 Added 1.47%
91,821 $0
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $237,564 - $295,996
3,520 Added 4.05%
90,488 $6.52 Million
Q2 2022

Jul 11, 2022
SELL
$70.66 - $92.28 $491,793 - $642,268
-6,960 Reduced 7.41%
86,968 $6.22 Million
Q1 2022

Apr 18, 2022
SELL
$57.22 - $78.75 $57,277 - $78,828
-1,001 Reduced 1.05%
93,928 $7.18 Million
Q4 2021

Jan 31, 2022
BUY
$53.01 - $59.14 $5.03 Million - $5.61 Million
94,929 New
94,929 $5.27 Million

Others Institutions Holding XLE

# of Institutions
2,131
Shares Held
226M
Call Options Held
60.5M
Put Options Held
119M
View Full List

About ENERGY SECTOR SPDR

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