Selective Wealth Management, Inc. Energy Sector Spdr Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 5,565 shares of XLE stock, worth $501,239. This represents 0.19% of its overall portfolio holdings.

Number of Shares

5,565

Previous 5,574 0.16%

Holding current value

$501,239

Previous $489,000 2.66%

% of portfolio

0.19%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$83.32 - $97.27 $749 - $875	-9 Reduced 0.16%	5,565 $476,000
Q3 2024 Oct 09, 2024	BUY	$84.35 - $93.39 $84 - $93	1 Added 0.02%	5,574 $489,000
Q2 2024 Jul 10, 2024	SELL	$88.04 - $98.08 $5,018 - $5,590	-57 Reduced 1.01%	5,573 $507,000
Q1 2024 Apr 11, 2024	BUY	$79.91 - $94.41 $449,893 - $531,528	5,630 New	5,630 $531,000
Q2 2023 Jul 11, 2023	BUY	$76.59 - $87.23 $6,739 - $7,676	88 Added 2.86%	3,161 $256,000
Q4 2022 Jan 23, 2023	BUY	$76.09 - $94.08 $133,461 - $165,016	1,754 Added 132.98%	3,073 $0
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $29,358 - $36,579	-435 Reduced 24.8%	1,319 $95,000
Q2 2022 Jul 28, 2022	BUY	$70.66 - $92.28 $102,739 - $134,175	1,454 Added 484.67%	1,754 $125,000
Q1 2022 Apr 20, 2022	BUY	$57.22 - $78.75 $5,722 - $7,875	100 Added 50.0%	300 $23,000
Q3 2021 Oct 27, 2021	BUY	$45.79 - $54.81 $9,158 - $10,962	200 New	200 $10,000

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

229M

Call Options Held

54.1M

Put Options Held

115M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Selective Wealth Management, Inc. Energy Sector Spdr Transaction History