Ritholtz Wealth Management Energy Sector Spdr Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Ritholtz Wealth Management holds 4,541 shares of XLE stock, worth $431,939. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,541
Previous 5,508 17.56%
Holding current value
$431,939
Previous $502,000 20.72%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 10, 2024
SELL
$84.35 - $93.39 $81,566 - $90,308
-967 Reduced 17.56%
4,541 $398,000
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $120,438 - $134,173
1,368 Added 33.04%
5,508 $502,000
Q1 2024

Apr 24, 2024
BUY
$79.91 - $94.41 $22,854 - $27,001
286 Added 7.42%
4,140 $390,000
Q4 2023

Jan 18, 2024
SELL
$81.2 - $91.96 $143,318 - $162,309
-1,765 Reduced 31.41%
3,854 $323,000
Q3 2023

Oct 13, 2023
BUY
$79.09 - $93.36 $444,406 - $524,589
5,619 New
5,619 $507,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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