Tritonpoint Wealth, LLC Energy Sector Spdr Transaction History

Tritonpoint Wealth, LLC

$1.08 Trillion
Q2 2025

A detailed history of Tritonpoint Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Tritonpoint Wealth, LLC holds 10,403 shares of XLE stock, worth $881,342. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,403

Previous 22,299 53.35%

Holding current value

$881,342

Previous $2.08 Billion 57.66%

% of portfolio

0.08%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$76.44 - $94.13 $909,330 - $1.12 Million	-11,896 Reduced 53.35%	10,403 $882 Million
Q1 2025 Apr 16, 2025	SELL	$85.7 - $93.96 $1.55 Million - $1.7 Million	-18,068 Reduced 44.76%	22,299 $2.08 Billion
Q4 2024 Jan 24, 2025	SELL	$83.32 - $97.27 $111,982 - $130,730	-1,344 Reduced 3.22%	40,367 $3.46 Billion
Q3 2024 Oct 28, 2024	SELL	$84.35 - $93.39 $316,396 - $350,305	-3,751 Reduced 8.25%	41,711 $3.64 Billion
Q2 2024 Aug 12, 2024	BUY	$88.04 - $98.08 $815,250 - $908,220	9,260 Added 25.58%	45,462 $4.14 Billion
Q1 2024 Apr 25, 2024	BUY	$79.91 - $94.41 $231,499 - $273,505	2,897 Added 8.7%	36,202 $2.79 Billion
Q4 2023 Jan 24, 2024	BUY	$81.2 - $91.96 $2.7 Million - $3.06 Million	33,305 New	33,305 $2.79 Billion

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

445M

Call Options Held

50.2M

Put Options Held

121M

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 Tritonpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tritonpoint Wealth, LLC with notifications on news.

Account

Tritonpoint Wealth, LLC Energy Sector Spdr Transaction History