Straight Path Wealth Management Energy Sector Spdr Transaction History

Straight Path Wealth Management

  • $228 Million
  • Q4 2024

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 2,363 shares of XLE stock, worth $209,290. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,363
Previous 2,349 0.6%
Holding current value
$209,290
Previous $206,000 1.94%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,090
Shares Held
237M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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