Steel Peak Wealth Management LLC Energy Sector Spdr Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 15,459 shares of XLE stock, worth $1.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,459
Previous 15,286 1.13%
Holding current value
$1.5 Million
Previous $1.39 Million 2.58%
% of portfolio
0.06%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$84.35 - $93.39 $14,592 - $16,156
173 Added 1.13%
15,459 $1.36 Million
Q2 2024

Jul 16, 2024
SELL
$88.04 - $98.08 $1.51 Million - $1.69 Million
-17,204 Reduced 52.95%
15,286 $1.39 Million
Q1 2024

Apr 17, 2024
BUY
$79.91 - $94.41 $124,499 - $147,090
1,558 Added 5.04%
32,490 $3.07 Million
Q4 2023

Jan 23, 2024
SELL
$81.2 - $91.96 $359,391 - $407,014
-4,426 Reduced 12.52%
30,932 $2.59 Million
Q3 2023

Nov 02, 2023
BUY
$79.09 - $93.36 $436,260 - $514,973
5,516 Added 18.48%
35,358 $3.2 Million
Q2 2023

Aug 02, 2023
BUY
$76.59 - $87.23 $280,395 - $319,349
3,661 Added 13.98%
29,842 $2.42 Million
Q1 2023

May 05, 2023
SELL
$76.97 - $93.11 $682,339 - $825,420
-8,865 Reduced 25.3%
26,181 $2.17 Million
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $1.89 Million - $2.34 Million
24,872 Added 244.47%
35,046 $0
Q3 2022

Oct 26, 2022
SELL
$67.49 - $84.09 $1.14 Million - $1.42 Million
-16,916 Reduced 62.44%
10,174 $733,000
Q2 2022

Aug 02, 2022
BUY
$70.66 - $92.28 $842,691 - $1.1 Million
11,926 Added 78.65%
27,090 $1.94 Million
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $867,684 - $1.19 Million
15,164 New
15,164 $1.16 Million

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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