Summit Financial Wealth Advisors, LLC Energy Sector Spdr Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 8,469 shares of XLE stock, worth $757,890. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,469
Previous 12,361 31.49%
Holding current value
$757,890
Previous $1.05 Million 28.44%
% of portfolio
0.12%
Previous 0.19%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 03, 2025
SELL
$84.25 - $91.99 $327,901 - $358,025
-3,892 Reduced 31.49%
8,469 $750,000
Q2 2025

Sep 29, 2025
SELL
$76.44 - $94.13 $265,399 - $326,819
-3,472 Reduced 21.93%
12,361 $1.05 Million
Q1 2025

May 14, 2025
SELL
$85.7 - $93.96 $148,689 - $163,020
-1,735 Reduced 9.88%
15,833 $1.48 Million
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $556,910 - $650,152
6,684 Added 61.41%
17,568 $1.5 Million
Q3 2024

Nov 13, 2024
SELL
$84.35 - $93.39 $93,206 - $103,195
-1,105 Reduced 9.22%
10,884 $955,000
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $233,922 - $260,598
2,657 Added 28.47%
11,989 $1.09 Million
Q1 2024

May 02, 2024
BUY
$79.91 - $94.41 $247,001 - $291,821
3,091 Added 49.53%
9,332 $881,000
Q4 2023

Jan 19, 2024
BUY
$81.2 - $91.96 $38,001 - $43,037
468 Added 8.11%
6,241 $523,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $144,734 - $170,848
1,830 Added 46.41%
5,773 $521,000
Q2 2023

Jul 12, 2023
BUY
$76.59 - $87.23 $47,868 - $54,518
625 Added 18.84%
3,943 $320,000
Q1 2023

Apr 10, 2023
BUY
$76.97 - $93.11 $61,576 - $74,488
800 Added 31.77%
3,318 $274,000
Q4 2022

Jan 17, 2023
BUY
$76.09 - $94.08 $191,594 - $236,893
2,518 New
2,518 $0
Q2 2022

Jul 26, 2022
SELL
$70.66 - $92.28 $289,352 - $377,886
-4,095 Closed
0 $0
Q1 2022

May 06, 2022
SELL
$57.22 - $78.75 $93,096 - $128,126
-1,627 Reduced 28.43%
4,095 $313,000
Q4 2021

Jan 12, 2022
SELL
$53.01 - $59.14 $287,155 - $320,361
-5,417 Reduced 48.63%
5,722 $339,000
Q3 2021

Nov 05, 2021
BUY
$45.79 - $54.81 $111,498 - $133,462
2,435 Added 27.98%
11,139 $580,000
Q2 2021

Aug 09, 2021
BUY
$47.07 - $56.19 $409,697 - $489,077
8,704 New
8,704 $469,000
Q1 2020

Apr 29, 2020
SELL
$23.57 - $60.87 $181,677 - $469,185
-7,708 Closed
0 $0
Q4 2019

Jan 28, 2020
SELL
$55.9 - $61.99 $167 - $185
-3 Reduced 0.04%
7,708 $424,000
Q3 2019

Nov 05, 2019
SELL
$59.2 - $63.13 $3.05 Million - $3.25 Million
-51,522 Reduced 86.98%
7,711 $446,000
Q2 2019

Jul 16, 2019
BUY
N/A
13,226 Added 28.75%
59,233 $3.77 Million
Q1 2019

May 01, 2019
BUY
N/A
4,716 Added 11.42%
46,007 $3.03 Million
Q4 2018

Feb 01, 2019
BUY
N/A
11,310 Added 37.72%
41,291 $2.37 Million
Q3 2018

Oct 22, 2018
BUY
N/A
8,399 Added 38.92%
29,981 $2.17 Million
Q2 2018

Jul 06, 2018
SELL
N/A
-335 Reduced 1.53%
21,582 $1.46 Million
Q1 2018

Apr 09, 2018
BUY
N/A
14,280 Added 186.98%
21,917 $1.48 Million
Q1 2018

Apr 06, 2018
BUY
N/A
7,637 New
7,637 $515,000

Others Institutions Holding XLE

# of Institutions
2,114
Shares Held
458M
Call Options Held
59.2M
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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