Sax Wealth Advisors, LLC Energy Sector Spdr Transaction History

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 16,058 shares of XLE stock, worth $1.44 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

16,058

Previous 16,978 5.42%

Holding current value

$1.44 Million

Previous $1.49 Million 7.72%

% of portfolio

0.11%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$83.32 - $97.27 $76,654 - $89,488	-920 Reduced 5.42%	16,058 $1.38 Million
Q3 2024 Oct 17, 2024	BUY	$84.35 - $93.39 $105,437 - $116,737	1,250 Added 7.95%	16,978 $1.49 Million
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $132,676 - $147,806	1,507 Added 10.6%	15,728 $1.43 Million
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $123,061 - $145,391	1,540 Added 12.14%	14,221 $1.34 Million
Q4 2023 Feb 14, 2024	BUY	$81.2 - $91.96 $12,667 - $14,345	156 Added 1.25%	12,681 $1.06 Million
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $4,587 - $5,414	58 Added 0.47%	12,525 $1.13 Million
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $1,455 - $1,657	19 Added 0.15%	12,467 $1.01 Million
Q1 2023 May 05, 2023	SELL	$76.97 - $93.11 $21,551 - $26,070	-280 Reduced 2.2%	12,448 $1.03 Million
Q4 2022 Feb 06, 2023	SELL	$76.09 - $94.08 $93,590 - $115,718	-1,230 Reduced 8.81%	12,728 $1.11 Million
Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $1,484 - $1,849	22 Added 0.16%	13,958 $1.01 Million
Q2 2022 Aug 11, 2022	SELL	$70.66 - $92.28 $13,990 - $18,271	-198 Reduced 1.4%	13,936 $997,000
Q1 2022 Apr 20, 2022	BUY	$57.22 - $78.75 $629 - $866	11 Added 0.08%	14,134 $1.08 Million
Q4 2021 Feb 07, 2022	BUY	$53.01 - $59.14 $12,510 - $13,957	236 Added 1.7%	14,123 $784,000
Q3 2021 Dec 10, 2021	BUY	$45.79 - $54.81 $1,556 - $1,863	34 Added 0.25%	13,887 $723,000
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $1,317 - $1,573	28 Added 0.2%	13,853 $746,000
Q1 2021 May 14, 2021	SELL	$37.96 - $53.57 $503,919 - $711,141	-13,275 Reduced 48.99%	13,825 $678,000
Q4 2020 Feb 16, 2021	BUY	$27.71 - $41.6 $750,941 - $1.13 Million	27,100 New	27,100 $1.03 Million

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Energy Sector Spdr Transaction History