Private Wealth Group, LLC Energy Sector Spdr Transaction History

Private Wealth Group, LLC

  • $184 Million
  • Q2 2024

A detailed history of Private Wealth Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Wealth Group, LLC holds 13,224 shares of XLE stock, worth $1.21 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
13,224
Previous 12,867 2.77%
Holding current value
$1.21 Million
Previous $1.21 Million 0.74%
% of portfolio
0.65%
Previous 0.65%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
BUY
$88.04 - $98.08 $31,430 - $35,014
357 Added 2.77%
13,224 $1.21 Million
Q4 2023

Jan 26, 2024
SELL
$81.2 - $91.96 $17,052 - $19,311
-210 Reduced 1.61%
12,867 $1.08 Million
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $7,039 - $8,309
89 Added 0.69%
13,077 $1.18 Million
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $31,018 - $35,328
-405 Reduced 3.02%
12,988 $1.05 Million
Q1 2023

May 01, 2023
SELL
$76.97 - $93.11 $36,637 - $44,320
-476 Reduced 3.43%
13,393 $1.11 Million
Q4 2022

Feb 06, 2023
SELL
$82.68 - $94.08 $1.95 Million - $2.22 Million
-23,574 Reduced 62.96%
13,869 $1.21 Million
Q3 2022

Oct 12, 2022
BUY
N/A
55 Added 0.15%
37,443 $2.7 Million
Q2 2022

Jul 13, 2022
BUY
N/A
2,357 Added 6.73%
37,388 $2.67 Million
Q1 2022

Apr 13, 2022
BUY
N/A
1,951 Added 5.9%
35,031 $2.68 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-3,838 Reduced 10.4%
33,080 $1.84 Million
Q3 2021

Oct 27, 2021
SELL
N/A
-32 Reduced 0.09%
36,918 $1.92 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-569 Reduced 1.52%
36,950 $1.99 Million
Q1 2021

May 03, 2021
BUY
N/A
13,062 Added 53.41%
37,519 $1.84 Million
Q4 2020

Feb 01, 2021
BUY
N/A
3,404 Added 16.17%
24,457 $927,000
Q3 2020

Nov 06, 2020
SELL
N/A
-10,784 Reduced 33.87%
21,053 $631,000
Q2 2020

Jul 31, 2020
BUY
N/A
8,933 Added 39.0%
31,837 $1.21 Million
Q1 2020

May 12, 2020
BUY
N/A
22,904 New
22,904 $666,000

Others Institutions Holding XLE

# of Institutions
2,035
Shares Held
241M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

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