Strait & Sound Wealth Management LLC Energy Sector Spdr Transaction History

Strait & Sound Wealth Management LLC

  • $235 Billion
  • Q2 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 10,522 shares of XLE stock, worth $891,423. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,522
Previous 8,272 27.2%
Holding current value
$891,423
Previous $773 Million 15.44%
% of portfolio
0.38%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$76.44 - $94.13 $171,990 - $211,792
2,250 Added 27.2%
10,522 $892 Million
Q1 2025

May 15, 2025
SELL
$85.7 - $93.96 $5,313 - $5,825
-62 Reduced 0.74%
8,272 $773 Million
Q4 2024

Feb 18, 2025
BUY
$83.32 - $97.27 $197,884 - $231,016
2,375 Added 39.86%
8,334 $714 Million
Q3 2024

Nov 15, 2024
SELL
$84.35 - $93.39 $2,024 - $2,241
-24 Reduced 0.4%
5,959 $523 Million
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $8,804 - $9,808
100 Added 1.7%
5,983 $545 Million
Q1 2024

May 10, 2024
SELL
$79.91 - $94.41 $9,908 - $11,706
-124 Reduced 2.06%
5,883 $575 Million
Q4 2023

Feb 08, 2024
BUY
$81.2 - $91.96 $5,278 - $5,977
65 Added 1.09%
6,007 $481 Million
Q3 2023

Nov 15, 2023
BUY
$79.09 - $93.36 $45,872 - $54,148
580 Added 10.82%
5,942 $537 Million
Q2 2023

Aug 29, 2023
BUY
$76.59 - $87.23 $15,394 - $17,533
201 Added 3.89%
5,362 $435 Million
Q1 2023

Aug 29, 2023
BUY
$76.97 - $93.11 $16,625 - $20,111
216 Added 4.37%
5,161 $428 Million
Q4 2022

Feb 16, 2023
BUY
$76.09 - $94.08 $376,265 - $465,225
4,945 New
4,945 $446 Million

Others Institutions Holding XLE

# of Institutions
2,113
Shares Held
445M
Call Options Held
50.2M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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