Stockman Wealth Management, Inc. Energy Sector Spdr Transaction History

Stockman Wealth Management, Inc.

$654 Million
Q1 2025

A detailed history of Stockman Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 36,823 shares of XLE stock, worth $2.96 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

36,823

Previous 35,463 3.83%

Holding current value

$2.96 Million

Previous $3.04 Million 12.05%

% of portfolio

0.52%

Previous 0.49%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$85.7 - $93.96 $116,552 - $127,785	1,360 Added 3.83%	36,823 $3.4 Million
Q4 2024 Jan 28, 2025	BUY	$83.32 - $97.27 $324,531 - $378,866	3,895 Added 12.34%	35,463 $3.04 Million
Q3 2024 Nov 04, 2024	BUY	$84.35 - $93.39 $207,501 - $229,739	2,460 Added 8.45%	31,568 $2.77 Million
Q2 2024 Jul 31, 2024	BUY	$88.04 - $98.08 $64,005 - $71,304	727 Added 2.56%	29,108 $2.65 Million
Q1 2024 Apr 17, 2024	BUY	$79.91 - $94.41 $268,737 - $317,500	3,363 Added 13.44%	28,381 $2.68 Million
Q4 2023 Feb 01, 2024	BUY	$81.2 - $91.96 $127,971 - $144,928	1,576 Added 6.72%	25,018 $2.1 Million
Q3 2023 Oct 31, 2023	BUY	$79.09 - $93.36 $318,969 - $376,520	4,033 Added 20.78%	23,442 $2.12 Million
Q2 2023 Aug 02, 2023	BUY	$76.59 - $87.23 $455,404 - $518,669	5,946 Added 44.17%	19,409 $1.58 Million
Q1 2023 May 04, 2023	BUY	$76.97 - $93.11 $201,738 - $244,041	2,621 Added 24.17%	13,463 $1.12 Million
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $824,967 - $1.02 Million	10,842 New	10,842 $948,000

Others Institutions Holding XLE

# of Institutions

2,186

Shares Held

229M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Stockman Wealth Management, Inc. Energy Sector Spdr Transaction History