Smart Wealth LLC Energy Sector Spdr Transaction History

Smart Wealth LLC

  • $279 Billion
  • Q1 2025

A detailed history of Smart Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 46,455 shares of XLE stock, worth $3.74 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
46,455
Previous 26,436 75.73%
Holding current value
$3.74 Million
Previous $2.26 Billion 91.71%
% of portfolio
1.56%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$85.7 - $93.96 $1.72 Million - $1.88 Million
20,019 Added 75.73%
46,455 $4.34 Billion
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $1.27 Million - $1.48 Million
15,200 Added 135.28%
26,436 $2.26 Billion
Q3 2024

Dec 13, 2024
SELL
$84.35 - $93.39 $818,616 - $906,349
-9,705 Reduced 46.34%
11,236 $987 Million
Q2 2024

Dec 13, 2024
BUY
$88.04 - $98.08 $115,684 - $128,877
1,314 Added 6.69%
20,941 $1.91 Billion
Q1 2024

Dec 13, 2024
SELL
$79.91 - $94.41 $53,299 - $62,971
-667 Reduced 3.29%
19,627 $1.85 Billion
Q4 2023

Dec 13, 2024
BUY
$81.2 - $91.96 $581,716 - $658,801
7,164 Added 54.56%
20,294 $1.7 Billion
Q3 2023

Dec 13, 2024
BUY
$79.09 - $93.36 $454,530 - $536,539
5,747 Added 77.84%
13,130 $1.19 Billion
Q2 2023

Dec 13, 2024
BUY
$76.59 - $87.23 $109,983 - $125,262
1,436 Added 24.15%
7,383 $599 Million
Q1 2023

Dec 13, 2024
SELL
$76.97 - $93.11 $819,499 - $991,342
-10,647 Reduced 64.16%
5,947 $493 Million
Q4 2022

Dec 13, 2024
BUY
$76.09 - $94.08 $1.26 Million - $1.56 Million
16,594 New
16,594 $1.45 Billion

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
230M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email