Quotient Wealth Partners, LLC Energy Sector Spdr Transaction History

Quotient Wealth Partners, LLC

$3.13 Trillion
Q1 2025

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 7,040 shares of XLE stock, worth $613,184. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,040

Previous 595,248 98.82%

Holding current value

$613,184

Previous $51 Billion 98.71%

% of portfolio

0.02%

Previous 1.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$85.7 - $93.96 $50.4 Million - $55.3 Million	-588,208 Reduced 98.82%	7,040 $658 Million
Q4 2024 Jan 28, 2025	BUY	$83.32 - $97.27 $2.57 Million - $3 Million	30,794 Added 5.46%	595,248 $51 Billion
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

# of Institutions

2,131

Shares Held

451M

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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Quotient Wealth Partners, LLC Energy Sector Spdr Transaction History