Pines Wealth Management, LLC Energy Sector Spdr Transaction History

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025

A detailed history of Pines Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pines Wealth Management, LLC holds 21,409 shares of XLE stock, worth $1.72 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
21,409
Previous 20,293 5.5%
Holding current value
$1.72 Million
Previous $1.79 Billion 8.76%
% of portfolio
0.76%
Previous 0.78%

Shares

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

Apr 11, 2025
BUY
$85.7 - $93.96 $95,641 - $104,859
1,116 Added 5.5%
21,409 $1.64 Billion
Q4 2024

Jan 14, 2025
BUY
$83.32 - $97.27 $1.69 Million - $1.97 Million
20,293 New
20,293 $1.79 Billion

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
230M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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