Pine Harbor Wealth Management, LLC Energy Sector Spdr Transaction History

Pine Harbor Wealth Management, LLC

  • $250 Billion
  • Q1 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 2,763 shares of XLE stock, worth $240,657. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,763
Previous 2,750 0.47%
Holding current value
$240,657
Previous $236 Million 9.61%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,131
Shares Held
450M
Call Options Held
50.1M
Put Options Held
120M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Pine Harbor Wealth Management, LLC Portfolio

Follow Pine Harbor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email