Sheets Smith Wealth Management Energy Sector Spdr Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $45,318 - $53,495	573 New	573 $51,000
Q1 2020 Apr 28, 2020	SELL	$23.57 - $60.87 $132,581 - $342,393	-5,625 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$55.9 - $61.99 $76,527 - $84,864	-1,369 Reduced 19.57%	5,625 $338,000
Q3 2019 Oct 28, 2019	SELL	$59.2 - $63.13 $1.84 Million - $1.96 Million	-31,000 Reduced 81.59%	6,994 $414,000
Q2 2019 Jul 12, 2019	BUY	N/A	1 Added 0.0%	37,994 $2.42 Million
Q1 2019 May 13, 2019	BUY	N/A	1 Added 0.0%	37,993 $2.51 Million
Q4 2018 Jan 11, 2019	SELL	N/A	-725 Reduced 1.87%	37,992 $2.18 Million
Q2 2018 Jul 26, 2018	BUY	N/A	1 Added 0.0%	38,717 $2.94 Million
Q1 2018 Apr 09, 2018	SELL	N/A	-163 Reduced 0.42%	38,716 $2.61 Million
Q4 2017 Jan 12, 2018	SELL	N/A	-1,736 Reduced 4.27%	38,879 $2.81 Million
Q3 2017 Oct 12, 2017	BUY	N/A	40,615	40,615 $2.78 Million

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.81 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.56 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.31 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$732 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$710 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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