A detailed history of Quotient Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 564,454 shares of XLE stock, worth $48.9 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
564,454
Previous 561,794 0.47%
Holding current value
$48.9 Million
Previous $51.2 Billion 3.22%
% of portfolio
1.63%
Previous 1.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$84.35 - $93.39 $224,370 - $248,417
2,660 Added 0.47%
564,454 $49.6 Billion
Q2 2024

Jul 24, 2024

BUY
$88.04 - $98.08 $48.9 Million - $54.5 Million
555,965 Added 9537.91%
561,794 $51.2 Billion
Q1 2024

May 14, 2024

SELL
$79.91 - $94.41 $28,847 - $34,082
-361 Reduced 5.83%
5,829 $550 Million
Q4 2023

Feb 07, 2024

BUY
$81.2 - $91.96 $502,628 - $569,232
6,190 New
6,190 $519 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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