Rmr Wealth Builders Energy Sector Spdr Transaction History

Rmr Wealth Builders

$1.17 Billion
Q3 2025

A detailed history of Rmr Wealth Builders transactions in Energy Sector Spdr stock. As of the latest transaction made, Rmr Wealth Builders holds 8,135 shares of XLE stock, worth $748,582. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,135

Previous 8,106 0.36%

Holding current value

$748,582

Previous $687,000 5.68%

% of portfolio

0.06%

Previous 0.06%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$84.25 - $91.99 $2,443 - $2,667	29 Added 0.36%	8,135 $726,000
Q2 2025 Jul 08, 2025	SELL	$76.44 - $94.13 $22,320 - $27,485	-292 Reduced 3.48%	8,106 $687,000
Q1 2025 Apr 16, 2025	SELL	$85.7 - $93.96 $165,658 - $181,624	-1,933 Reduced 18.71%	8,398 $776,000
Q4 2024 Jan 10, 2025	SELL	$83.32 - $97.27 $7,498 - $8,754	-90 Reduced 0.86%	10,331 $884,000
Q3 2024 Oct 21, 2024	SELL	$84.35 - $93.39 $172,242 - $190,702	-2,042 Reduced 16.38%	10,421 $914,000

Q2 2024 Jul 23, 2024	BUY	$88.04 - $98.08 $37,328 - $41,585	424 Added 3.52%	12,463 $1.14 Million
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $28,847 - $34,082	-361 Reduced 2.91%	12,039 $1.14 Million
Q4 2023 Feb 06, 2024	SELL	$81.2 - $91.96 $343,313 - $388,806	-4,228 Reduced 25.43%	12,400 $1.04 Million
Q3 2023 Oct 23, 2023	SELL	$79.09 - $93.36 $36,065 - $42,572	-456 Reduced 2.67%	16,628 $1.5 Million
Q2 2023 Jul 21, 2023	SELL	$76.59 - $87.23 $53,766 - $61,235	-702 Reduced 3.95%	17,084 $1.39 Million
Q1 2023 Apr 11, 2023	BUY	$76.97 - $93.11 $620,532 - $750,652	8,062 Added 82.91%	17,786 $1.47 Million
Q4 2022 Feb 15, 2023	BUY	$76.09 - $94.08 $739,899 - $914,833	9,724 New	9,724 $850,000
Q3 2022 Nov 08, 2022	SELL	$67.49 - $84.09 $29,695 - $36,999	-440 Reduced 3.92%	10,786 $777,000
Q2 2022 Aug 02, 2022	SELL	$70.66 - $92.28 $729,988 - $953,344	-10,331 Reduced 47.92%	11,226 $803,000
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $698,598 - $961,458	12,209 Added 130.61%	21,557 $1.65 Million
Q4 2021 Feb 02, 2022	BUY	$53.01 - $59.14 $98,969 - $110,414	1,867 Added 24.96%	9,348 $519,000
Q3 2021 Oct 18, 2021	BUY	$45.79 - $54.81 $19,094 - $22,855	417 Added 5.9%	7,481 $390,000
Q2 2021 Aug 16, 2021	BUY	$47.07 - $56.19 $65,850 - $78,609	1,399 Added 24.7%	7,064 $381,000
Q1 2021 May 13, 2021	BUY	$37.96 - $53.57 $215,043 - $303,474	5,665 New	5,665 $278,000
Q3 2020 Nov 13, 2020	SELL	$29.95 - $38.58 $4,792 - $6,172	-160 Closed	0 $0
Q4 2019 Mar 03, 2020	BUY	$55.9 - $61.99 $8,944 - $9,918	160 New	160 $10,000

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.6M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

Rmr Wealth Builders Energy Sector Spdr Transaction History