A detailed history of Transparent Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Transparent Wealth Partners LLC holds 21,424 shares of XLE stock, worth $2.04 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
21,424
Previous 20,826 2.87%
Holding current value
$2.04 Million
Previous $1.82 Million 2.58%
% of portfolio
1.3%
Previous 1.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 13, 2023

BUY
$76.97 - $93.11 $46,028 - $55,679
598 Added 2.87%
21,424 $1.77 Million
Q4 2022

Jan 25, 2023

BUY
$76.09 - $94.08 $100,514 - $124,279
1,321 Added 6.77%
20,826 $0
Q3 2022

Nov 10, 2022

BUY
$67.49 - $84.09 $45,825 - $57,097
679 Added 3.61%
19,505 $1.41 Million
Q2 2022

Aug 15, 2022

BUY
$70.66 - $92.28 $1.33 Million - $1.74 Million
18,826 New
18,826 $1.35 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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