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 $598,219. This represents 0.28% of its overall portfolio holdings.

Number of Shares

6,315

Previous 6,206 1.76%

Holding current value

$598,219

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

2,025

Shares Held

235M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Account

Tandem Wealth Advisors LLC Energy Sector Spdr Transaction History