Svb Wealth LLC Energy Sector Spdr Transaction History

Svb Wealth LLC

$1.85 Billion
Q2 2025

A detailed history of Svb Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Svb Wealth LLC holds 3,405 shares of XLE stock, worth $290,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,405

Previous 2,611 30.41%

Holding current value

$290,378

Previous $243,000 18.52%

% of portfolio

0.02%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$76.44 - $94.13 $60,693 - $74,739	794 Added 30.41%	3,405 $288,000
Q1 2025 May 14, 2025	SELL	$85.7 - $93.96 $357,111 - $391,531	-4,167 Reduced 61.48%	2,611 $243,000
Q4 2024 Feb 05, 2025	BUY	$83.32 - $97.27 $564,742 - $659,296	6,778 New	6,778 $580,000
Q2 2024 Aug 06, 2024	SELL	$88.04 - $98.08 $117,709 - $131,132	-1,337 Reduced 21.62%	4,846 $441,000
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $67,843 - $80,154	-849 Reduced 12.07%	6,183 $583,000
Q4 2023 Jan 30, 2024	SELL	$81.2 - $91.96 $1.62 Million - $1.83 Million	-19,890 Reduced 73.88%	7,032 $589,000
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $241,699 - $285,308	3,056 Added 12.8%	26,922 $2.43 Million
Q2 2023 Jul 24, 2023	SELL	$76.59 - $87.23 $527,628 - $600,927	-6,889 Reduced 22.4%	23,866 $1.94 Million
Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $516,776 - $625,140	-6,714 Reduced 17.92%	30,755 $2.55 Million
Q4 2022 Feb 10, 2023	SELL	$76.09 - $94.08 $28,685 - $35,468	-377 Reduced 1.0%	37,469 $3.28 Million
Q3 2022 Nov 09, 2022	BUY	$67.49 - $84.09 $122,966 - $153,211	1,822 Added 5.06%	37,846 $2.73 Million
Q2 2022 Aug 16, 2022	SELL	$70.66 - $92.28 $162,941 - $212,797	-2,306 Reduced 6.02%	36,024 $2.58 Million
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $43,372 - $59,692	758 Added 2.02%	38,330 $2.93 Million
Q4 2021 Feb 15, 2022	SELL	$53.01 - $59.14 $1.3 Million - $1.45 Million	-24,481 Reduced 39.45%	37,572 $2.09 Million
Q3 2021 Nov 09, 2021	SELL	$45.79 - $54.81 $213,152 - $255,140	-4,655 Reduced 6.98%	62,053 $3.23 Million
Q2 2021 Aug 13, 2021	BUY	$47.07 - $56.19 $189,127 - $225,771	4,018 Added 6.41%	66,708 $3.59 Million
Q1 2021 May 11, 2021	SELL	$37.96 - $53.57 $2.5 Million - $3.52 Million	-65,797 Closed	0 $0
Q4 2020 Feb 10, 2021	SELL	$27.71 - $41.6 $15,268 - $22,921	-551 Reduced 0.83%	65,797 $2.49 Million
Q3 2020 Nov 10, 2020	BUY	$29.95 - $38.58 $136,781 - $176,194	4,567 Added 7.39%	66,348 $1.99 Million
Q2 2020 Aug 05, 2020	SELL	$27.62 - $46.86 $841,774 - $1.43 Million	-30,477 Reduced 33.03%	61,781 $2.34 Million
Q1 2020 May 11, 2020	BUY	$23.57 - $60.87 $2 Million - $5.16 Million	84,828 Added 1141.7%	92,258 $2.68 Million
Q4 2019 Feb 13, 2020	BUY	$55.9 - $61.99 $415,337 - $460,585	7,430 New	7,430 $446,000
Q3 2019 Nov 01, 2019	SELL	$59.2 - $63.13 $789,136 - $841,522	-13,330 Closed	0 $0
Q2 2019 Jul 10, 2019	BUY	N/A	13,330 New	13,330 $849,000

Others Institutions Holding XLE

# of Institutions

2,117

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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