Sax Wealth Advisors, LLC Energy Sector Spdr Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

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 15,853 shares of XLE stock, worth $1.41 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

15,853

Previous 15,822 0.2%

Holding current value

$1.41 Million

Previous $1.48 Million 9.07%

% of portfolio

0.08%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$76.44 - $94.13 $2,369 - $2,918	31 Added 0.2%	15,853 $1.34 Million
Q1 2025 May 14, 2025	SELL	$85.7 - $93.96 $20,225 - $22,174	-236 Reduced 1.47%	15,822 $1.48 Million
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

2,113

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

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 Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Account

Sax Wealth Advisors, LLC Energy Sector Spdr Transaction History