Tandem Wealth Advisors LLC Energy Sector Spdr Transaction History

Tandem Wealth Advisors LLC

  • $186 Million
  • Q1 2025

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 6,670 shares of XLE stock, worth $543,805. This represents 0.34% of its overall portfolio holdings.

Number of Shares
6,670
Previous 5,937 12.35%
Holding current value
$543,805
Previous $508,000 22.64%
% of portfolio
0.34%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $62,818 - $68,872
733 Added 12.35%
6,670 $623,000
Q4 2024

Feb 13, 2025
SELL
$83.32 - $97.27 $31,494 - $36,768
-378 Reduced 5.99%
5,937 $508,000
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
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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