Private Wealth Asset Management, LLC Energy Sector Spdr Transaction History

Private Wealth Asset Management, LLC

  • $754 Billion
  • Q2 2025

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 10,079 shares of XLE stock, worth $896,123. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,079
Previous 11,919 15.44%
Holding current value
$896,123
Previous $1.11 Billion 23.26%
% of portfolio
0.11%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$76.44 - $94.13 $140,649 - $173,199
-1,840 Reduced 15.44%
10,079 $855 Million
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

# of Institutions
2,113
Shares Held
458M
Call Options Held
59.2M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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