Strait & Sound Wealth Management LLC Energy Sector Spdr Transaction History

Strait & Sound Wealth Management LLC

  • $179 Billion
  • Q1 2024

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 5,883 shares of XLE stock, worth $530,058. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,883
Previous 6,007 2.06%
Holding current value
$530,058
Previous $481 Million 19.57%
% of portfolio
0.32%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $408,852 - $465,225
4,945 New
4,945 $446 Million

Others Institutions Holding XLE

# of Institutions
2,030
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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