Premier Path Wealth Partners, LLC Energy Sector Spdr Transaction History

Premier Path Wealth Partners, LLC

$718 Billion
Q2 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 39,556 shares of XLE stock, worth $3.37 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

39,556

Previous 35,689 10.84%

Holding current value

$3.37 Million

Previous $3.34 Billion 0.59%

% of portfolio

0.47%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$76.44 - $94.13 $295,593 - $364,000	3,867 Added 10.84%	39,556 $3.35 Billion
Q1 2025 Apr 21, 2025	BUY	$85.7 - $93.96 $85 - $93	1 Added 0.0%	35,689 $3.34 Billion
Q4 2024 Jan 15, 2025	SELL	$83.32 - $97.27 $187,386 - $218,760	-2,249 Reduced 5.93%	35,688 $3.06 Billion
Q3 2024 Oct 15, 2024	BUY	$84.35 - $93.39 $184,726 - $204,524	2,190 Added 6.13%	37,937 $3.33 Billion
Q2 2024 Jul 24, 2024	SELL	$88.04 - $98.08 $45,868 - $51,099	-521 Reduced 1.44%	35,747 $3.26 Billion
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $313,327 - $370,181	3,921 Added 12.12%	36,268 $3.42 Billion
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $2.63 Million - $2.97 Million	32,347 New	32,347 $2.75 Billion

Others Institutions Holding XLE

# of Institutions

2,128

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.

Account

Premier Path Wealth Partners, LLC Energy Sector Spdr Transaction History