Principle Wealth Partners LLC Energy Sector Spdr Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 9,246 shares of XLE stock, worth $760,206. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,246

Previous 9,357 1.19%

Holding current value

$760,206

Previous $801,000 7.87%

% of portfolio

0.07%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$85.7 - $93.96 $9,512 - $10,429	-111 Reduced 1.19%	9,246 $864,000
Q4 2024 Jan 29, 2025	BUY	$83.32 - $97.27 $1,249 - $1,459	15 Added 0.16%	9,357 $801,000
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $25,305 - $28,017	-300 Reduced 3.11%	9,342 $820,000
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $13,206 - $14,712	150 Added 1.58%	9,642 $878,000
Q4 2023 Feb 05, 2024	SELL	$81.2 - $91.96 $57,895 - $65,567	-713 Reduced 6.99%	9,492 $795,000
Q3 2023 Nov 01, 2023	BUY	$79.09 - $93.36 $93,800 - $110,724	1,186 Added 13.15%	10,205 $922,000
Q2 2023 Jul 31, 2023	SELL	$76.59 - $87.23 $4.23 Million - $4.81 Million	-55,185 Reduced 85.95%	9,019 $732,000
Q1 2023 May 10, 2023	SELL	$76.97 - $93.11 $16,471 - $19,925	-214 Reduced 0.33%	64,204 $5.32 Million
Q4 2022 Feb 02, 2023	BUY	$76.09 - $94.08 $270,423 - $334,360	3,554 Added 5.84%	64,418 $5.63 Million
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $1.69 Million - $2.1 Million	24,980 Added 69.61%	60,864 $4.38 Million
Q2 2022 Aug 02, 2022	BUY	$70.66 - $92.28 $1.74 Million - $2.28 Million	24,654 Added 219.54%	35,884 $2.57 Million
Q1 2022 May 12, 2022	BUY	$57.22 - $78.75 $642,580 - $884,362	11,230 New	11,230 $858,000
Q3 2020 Nov 16, 2020	SELL	$29.95 - $38.58 $75,054 - $96,681	-2,506 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$27.62 - $46.86 $69,215 - $117,431	2,506 New	2,506 $95,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Energy Sector Spdr Transaction History