Surience Private Wealth LLC Energy Sector Spdr Transaction History

Surience Private Wealth LLC

  • $72.5 Million
  • Q2 2024

A detailed history of Surience Private Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Surience Private Wealth LLC holds 24,713 shares of XLE stock, worth $2.3 Million. This represents 3.1% of its overall portfolio holdings.

Number of Shares
24,713
Holding current value
$2.3 Million
% of portfolio
3.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $2.18 Million - $2.42 Million
24,713 New
24,713 $2.25 Million
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $2.28 Million - $2.82 Million
29,999 New
29,999 $2.62 Million
Q2 2022

Jul 26, 2022
SELL
$70.66 - $92.28 $5.46 Million - $7.12 Million
-77,209 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$57.22 - $78.75 $4.42 Million - $6.08 Million
77,209 New
77,209 $5.9 Million

Others Institutions Holding XLE

# of Institutions
2,060
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

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