Schneider Downs Wealth Management Advisors, LP Energy Sector Spdr Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $649 Million
  • Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Energy Sector Spdr stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 7,407 shares of XLE stock, worth $658,556. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,407
Previous 2,742 170.13%
Holding current value
$658,556
Previous $256,000 145.31%
% of portfolio
0.1%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$76.44 - $94.13 $356,592 - $439,116
4,665 Added 170.13%
7,407 $628,000
Q1 2025

May 13, 2025
BUY
$85.7 - $93.96 $16,283 - $17,852
190 Added 7.45%
2,742 $256,000
Q4 2024

Feb 04, 2025
SELL
$83.32 - $97.27 $180,804 - $211,075
-2,170 Reduced 45.96%
2,552 $218,000
Q3 2024

Nov 06, 2024
SELL
$84.35 - $93.39 $1,940 - $2,147
-23 Reduced 0.48%
4,722 $414,000
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $126,161 - $140,548
1,433 Added 43.27%
4,745 $432,000
Q1 2024

May 08, 2024
BUY
$79.91 - $94.41 $239 - $283
3 Added 0.09%
3,312 $312,000
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $12,910 - $14,621
-159 Reduced 4.58%
3,309 $277,000
Q3 2023

Nov 06, 2023
BUY
$79.09 - $93.36 $60,345 - $71,233
763 Added 28.21%
3,468 $313,000
Q2 2023

Jul 31, 2023
SELL
$76.59 - $87.23 $41,664 - $47,453
-544 Reduced 16.74%
2,705 $219,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $16,625 - $20,111
-216 Reduced 6.23%
3,249 $269,000
Q4 2022

Feb 01, 2023
SELL
$76.09 - $94.08 $456 - $564
-6 Reduced 0.17%
3,465 $303,000
Q2 2022

Jul 13, 2022
BUY
$70.66 - $92.28 $245,260 - $320,303
3,471 New
3,471 $248,000

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

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