Simplicity Wealth,Llc Energy Sector Spdr Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Energy Sector Spdr stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,892 shares of XLE stock, worth $914,317. This represents 0.08% of its overall portfolio holdings.

Number of Shares

9,892

Holding current value

$914,317

% of portfolio

0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$85.7 - $93.96 $847,744 - $929,452	9,892 New	9,892 $914,000
Q2 2024 Jul 10, 2024	BUY	$88.04 - $98.08 $235,947 - $262,854	2,680 Added 5.82%	48,756 $4.44 Million
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $3.68 Million - $4.35 Million	46,076 New	46,076 $4.35 Million
Q3 2022 Oct 12, 2022	BUY	$67.49 - $84.09 $2,699 - $3,363	40 Added 1.09%	3,711 $267,000
Q2 2022 Jul 19, 2022	SELL	$70.66 - $92.28 $292,885 - $382,500	-4,145 Reduced 53.03%	3,671 $263,000
Q1 2022 May 20, 2022	SELL	$57.22 - $78.75 $814,812 - $1.12 Million	-14,240 Reduced 64.56%	7,816 $597,000
Q4 2021 Feb 25, 2022	BUY	$53.01 - $59.14 $1.17 Million - $1.3 Million	22,056 New	22,056 $1.22 Million

Others Institutions Holding XLE

# of Institutions

2,185

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Simplicity Wealth,Llc Energy Sector Spdr Transaction History