Smallwood Wealth Investment Management, LLC Energy Sector Spdr Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 111 shares of XLE stock, worth $8,935. This represents 0.01% of its overall portfolio holdings.
Number of Shares
111Holding current value
$8,935% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,171Shares Held
229MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.24 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.15 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$846 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$756 Million0.17% of portfolio