Strategies Wealth Advisors, LLC Energy Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 11,175 shares of XLE stock, worth $1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,175

Previous 19,085 41.45%

Holding current value

$1 Million

Previous $1.74 Billion 43.6%

% of portfolio

0.13%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$84.35 - $93.39 $667,208 - $738,714	-7,910 Reduced 41.45%	11,175 $981 Million
Q2 2024 Jul 29, 2024	SELL	$88.04 - $98.08 $1.1 Million - $1.22 Million	-12,444 Reduced 39.47%	19,085 $1.74 Billion
Q1 2024 Apr 22, 2024	SELL	$79.91 - $94.41 $1.57 Million - $1.85 Million	-19,604 Reduced 38.34%	31,529 $2.98 Billion
Q4 2023 Jan 22, 2024	BUY	$81.2 - $91.96 $216,154 - $244,797	2,662 Added 5.49%	51,133 $4.29 Billion
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $484,347 - $571,736	-6,124 Reduced 11.22%	48,471 $4.38 Billion
Q2 2023 Jul 12, 2023	BUY	$76.59 - $87.23 $134,721 - $153,437	1,759 Added 3.33%	54,595 $4.43 Billion
Q1 2023 Jun 27, 2023	BUY	$76.97 - $93.11 $372,688 - $450,838	4,842 Added 10.09%	52,836 $4.38 Billion
Q4 2022 Jun 27, 2023	BUY	$76.09 - $94.08 $1.34 Million - $1.65 Million	17,583 Added 57.82%	47,994 $4.2 Billion
Q2 2022 Jun 27, 2023	BUY	$70.66 - $92.28 $2.15 Million - $2.81 Million	30,411 New	30,411 $2.17 Billion

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Account

Strategies Wealth Advisors, LLC Energy Sector Spdr Transaction History