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 $203,576. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,476
Previous 2,363 4.78%
Holding current value
$203,576
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
2,177
Shares Held
230M
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
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email