Straight Path Wealth Management Energy Sector Spdr Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 2025

A detailed history of Straight Path Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Straight Path Wealth Management holds 2,476 shares of XLE stock, worth $215,659. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,363 4.78%
Holding current value
$215,659
Previous $202,000 14.36%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Apr 28, 2025
BUY
$85.7 - $93.96 $9,684 - $10,617
113 Added 4.78%
2,476 $231,000
Q4 2024

Feb 06, 2025
BUY
$83.32 - $97.27 $1,166 - $1,361
14 Added 0.6%
2,363 $202,000
Q3 2024

Nov 06, 2024
BUY
$84.35 - $93.39 $1,433 - $1,587
17 Added 0.73%
2,349 $206,000
Q2 2024

Aug 15, 2024
BUY
$88.04 - $98.08 $205,309 - $228,722
2,332 New
2,332 $212,000

Others Institutions Holding XLE

# of Institutions
2,131
Shares Held
451M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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