Strategic Wealth Partners, Ltd. Energy Sector Spdr Transaction History

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 4,729 shares of XLE stock, worth $403,289. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,729
Previous 4,628 2.18%
Holding current value
$403,289
Previous $396,000 1.26%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 11, 2025
BUY
$76.44 - $94.13 $7,720 - $9,507
101 Added 2.18%
4,729 $401,000
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $59,907 - $69,937
719 Added 18.39%
4,628 $396,000
Q3 2024

Oct 08, 2024
SELL
$84.35 - $93.39 $41,415 - $45,854
-491 Reduced 11.16%
3,909 $343,000
Q2 2024

Oct 08, 2024
SELL
$88.04 - $98.08 $26,235 - $29,227
-298 Reduced 6.34%
4,400 $401,000
Q1 2024

May 20, 2024
BUY
$79.91 - $94.41 $31,964 - $37,764
400 Added 9.31%
4,698 $443,000
Q4 2023

May 20, 2024
BUY
$81.2 - $91.96 $36,296 - $41,106
447 Added 11.61%
4,298 $360,000
Q2 2023

May 20, 2024
SELL
$76.59 - $87.23 $38,295 - $43,615
-500 Reduced 11.49%
3,851 $312,000
Q1 2023

Apr 24, 2023
SELL
$76.97 - $93.11 $14,778 - $17,877
-192 Reduced 4.23%
4,351 $360,000
Q4 2022

Apr 24, 2023
SELL
$76.09 - $94.08 $115,048 - $142,248
-1,512 Reduced 24.97%
4,543 $397,000
Q3 2022

Apr 24, 2023
BUY
$67.49 - $84.09 $84,699 - $105,532
1,255 Added 26.15%
6,055 $0
Q2 2022

Aug 22, 2022
SELL
$70.66 - $92.28 $5,511 - $7,197
-78 Reduced 1.6%
4,800 $343,000
Q1 2022

May 19, 2022
BUY
$57.22 - $78.75 $52,299 - $71,977
914 Added 23.06%
4,878 $0
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $210,131 - $234,430
3,964 New
3,964 $0
Q4 2018

Jan 24, 2019
SELL
N/A
-615 Closed
0 $0
Q2 2018

Sep 04, 2018
SELL
N/A
-14 Reduced 2.23%
615 $47,000
Q1 2018

Jul 13, 2018
BUY
N/A
629 New
629 $42,000

Others Institutions Holding XLE

# of Institutions
2,130
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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