Svb Wealth LLC Energy Sector Spdr Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email