Tandem Wealth Advisors LLC Energy Sector Spdr Transaction History

Tandem Wealth Advisors LLC

$197 Million
Q3 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 6,315 shares of XLE stock, worth $530,775. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,315

Previous 6,206 1.76%

Holding current value

$530,775

Previous $565,000 1.95%

% of portfolio

0.28%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $9,194 - $10,179	109 Added 1.76%	6,315 $554,000
Q2 2024 Aug 08, 2024	SELL	$88.04 - $98.08 $4,578 - $5,100	-52 Reduced 0.83%	6,206 $565,000
Q1 2024 May 09, 2024	SELL	$79.91 - $94.41 $132,091 - $156,059	-1,653 Reduced 20.89%	6,258 $590,000
Q4 2023 Jan 17, 2024	SELL	$81.2 - $91.96 $16,727 - $18,943	-206 Reduced 2.54%	7,911 $663,000
Q3 2023 Oct 27, 2023	BUY	$79.09 - $93.36 $34,641 - $40,891	438 Added 5.7%	8,117 $733,000
Q2 2023 Aug 16, 2023	SELL	$76.59 - $87.23 $71,152 - $81,036	-929 Reduced 10.79%	7,679 $623 Million
Q1 2023 Jul 07, 2023	SELL	$76.97 - $93.11 $17,780 - $21,508	-231 Reduced 2.61%	8,608 $713 Million
Q4 2022 Feb 23, 2023	BUY	$76.09 - $94.08 $672,559 - $831,573	8,839 New	8,839 $773 Million

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Tandem Wealth Advisors LLC Energy Sector Spdr Transaction History