Straight Path Wealth Management Energy Sector Spdr Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 2,491 shares of XLE stock, worth $221,474. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,491
Previous 2,476
0.61%
Holding current value
$221,474
Previous $231,000
8.66%
% of portfolio
0.08%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding XLE
# of Institutions
2,113Shares Held
458MCall Options Held
59.2MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.8 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$2.37 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.61 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.31 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.14 Billion0.15% of portfolio