Reuter James Wealth Management, LLC Energy Sector Spdr Transaction History

Reuter James Wealth Management, LLC

  • $552 Million
  • Q1 2025

A detailed history of Reuter James Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 4,731 shares of XLE stock, worth $389,787. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,731
Previous 94,269 94.98%
Holding current value
$389,787
Previous $8.08 Million 94.59%
% of portfolio
0.08%
Previous 1.51%

Shares

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

Apr 14, 2025
SELL
$85.7 - $93.96 $7.67 Million - $8.41 Million
-89,538 Reduced 94.98%
4,731 $437,000
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $425,598 - $496,855
5,108 Added 5.73%
94,269 $8.08 Million
Q3 2024

Nov 08, 2024
BUY
$84.35 - $93.39 $7.52 Million - $8.33 Million
89,161 New
89,161 $7.83 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $3.51 Million - $4.14 Million
44,383 New
44,383 $4.01 Million
Q4 2022

Feb 06, 2023
BUY
$76.09 - $94.08 $684 - $846
9 Added 0.02%
37,247 $3.26 Million
Q3 2022

Nov 04, 2022
BUY
$67.49 - $84.09 $42,586 - $53,060
631 Added 1.72%
37,238 $2.68 Million
Q2 2022

Aug 09, 2022
SELL
$70.66 - $92.28 $1.23 Million - $1.6 Million
-17,356 Reduced 32.16%
36,607 $2.62 Million
Q1 2022

Apr 14, 2022
SELL
$57.22 - $78.75 $3.39 Million - $4.66 Million
-59,232 Reduced 52.33%
53,963 $4.13 Million
Q4 2021

Jan 25, 2022
BUY
$53.01 - $59.14 $6 Million - $6.69 Million
113,195 New
113,195 $6.28 Million

Others Institutions Holding XLE

# of Institutions
2,186
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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