A detailed history of Systm Wealth Solutions LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Systm Wealth Solutions LLC holds 21 shares of XLE stock, worth $1,989. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21
Previous 25 16.0%
Holding current value
$1,989
Previous $2.24 Million 18.67%
% of portfolio
0.06%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$84.35 - $93.39 $337 - $373
-4 Reduced 16.0%
21 $1.83 Million
Q2 2024

Aug 12, 2024

BUY
$88.04 - $98.08 $88 - $98
1 Added 4.17%
25 $2.24 Million
Q1 2024

Apr 26, 2024

SELL
$79.91 - $94.41 $23,333 - $27,567
-292 Reduced 92.41%
24 $2.31 Million
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $25,659 - $29,059
316 New
316 $26.5 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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