Pine Harbor Wealth Management, LLC Energy Sector Spdr Transaction History

Pine Harbor Wealth Management, LLC

$284 Billion
Q2 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 2,421 shares of XLE stock, worth $215,251. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,421

Previous 2,763 12.38%

Holding current value

$215,251

Previous $258 Million 20.46%

% of portfolio

0.07%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$76.44 - $94.13 $26,142 - $32,192	-342 Reduced 12.38%	2,421 $205 Million
Q1 2025 May 14, 2025	BUY	$85.7 - $93.96 $1,114 - $1,221	13 Added 0.47%	2,763 $258 Million
Q4 2024 Feb 13, 2025	BUY	$83.32 - $97.27 $1,166 - $1,361	14 Added 0.51%	2,750 $236 Million
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $1,180 - $1,307	14 Added 0.51%	2,736 $240 Million
Q2 2024 Aug 09, 2024	SELL	$88.04 - $98.08 $3,433 - $3,825	-39 Reduced 1.41%	2,722 $248 Million
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $1,038 - $1,227	13 Added 0.47%	2,761 $261 Million
Q4 2023 Apr 03, 2024	BUY	$81.2 - $91.96 $223,137 - $252,706	2,748 New	2,748 $230 Million

Others Institutions Holding XLE

# of Institutions

2,115

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Pine Harbor Wealth Management, LLC Energy Sector Spdr Transaction History