Steel Peak Wealth Management LLC Energy Sector Spdr Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

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 17,720 shares of XLE stock, worth $1.45 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,720

Previous 16,164 9.63%

Holding current value

$1.45 Million

Previous $1.38 Million 19.58%

% of portfolio

0.07%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$85.7 - $93.96 $133,349 - $146,201	1,556 Added 9.63%	17,720 $1.66 Million
Q4 2024 Jan 22, 2025	BUY	$83.32 - $97.27 $58,740 - $68,575	705 Added 4.56%	16,164 $1.38 Million
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

2,173

Shares Held

229M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Steel Peak Wealth Management LLC Energy Sector Spdr Transaction History