A detailed history of Private Wealth Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 11,919 shares of XLE stock, worth $959,479. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,919
Holding current value
$959,479
% of portfolio
0.16%

Shares

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

May 15, 2025

BUY
$85.7 - $93.96 $1.02 Million - $1.12 Million
11,919 New
11,919 $1.11 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset 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 Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.