True Private Wealth Advisors Energy Sector Spdr Transaction History

True Private Wealth Advisors

  • $857 Million
  • Q1 2024

A detailed history of True Private Wealth Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, True Private Wealth Advisors holds 15,793 shares of XLE stock, worth $1.44 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
15,793
Previous 15,413 2.47%
Holding current value
$1.44 Million
Previous $1.29 Million 15.4%
% of portfolio
0.17%
Previous 0.17%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$79.91 - $94.41 $30,365 - $35,875
380 Added 2.47%
15,793 $1.49 Million
Q4 2023

Jan 30, 2024
BUY
$81.2 - $91.96 $382,452 - $433,131
4,710 Added 44.01%
15,413 $1.29 Million
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $44,211 - $52,188
-559 Reduced 4.96%
10,703 $967,000
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $46,949 - $53,471
613 Added 5.76%
11,262 $914,000
Q1 2023

May 11, 2023
SELL
$76.97 - $93.11 $84,820 - $102,607
-1,102 Reduced 9.38%
10,649 $882,000
Q4 2022

Feb 14, 2023
BUY
$82.68 - $94.08 $9,921 - $11,289
120 Added 1.03%
11,751 $1.03 Million
Q3 2022

Nov 04, 2022
BUY
N/A
49 Added 0.42%
11,631 $837,000
Q2 2022

Jul 28, 2022
BUY
N/A
468 Added 4.21%
11,582 $828,000
Q1 2022

May 09, 2022
SELL
N/A
-2,790 Reduced 20.07%
11,114 $908,000
Q4 2021

Feb 11, 2022
SELL
N/A
-1,239 Reduced 8.18%
13,904 $771,000
Q3 2021

Nov 05, 2021
BUY
N/A
652 Added 4.5%
15,143 $788,000
Q2 2021

Aug 10, 2021
BUY
N/A
2,093 Added 16.88%
14,491 $780,000
Q1 2021

May 12, 2021
BUY
N/A
3,386 Added 37.57%
12,398 $608,000
Q4 2020

Jan 11, 2021
BUY
N/A
901 Added 11.11%
9,012 $341,000
Q3 2020

Oct 09, 2020
BUY
N/A
732 Added 9.92%
8,111 $242,000
Q2 2020

Jul 07, 2020
BUY
N/A
4,458 Added 152.62%
7,379 $279,000
Q1 2020

Apr 20, 2020
SELL
N/A
-386 Reduced 11.67%
2,921 $84,000
Q4 2019

Jan 27, 2020
SELL
N/A
-394 Reduced 10.65%
3,307 $204,000
Q3 2019

Oct 09, 2019
BUY
N/A
716 Added 23.99%
3,701 $219,000
Q2 2019

Aug 01, 2019
SELL
N/A
-150 Reduced 4.78%
2,985 $190,000
Q1 2019

Apr 25, 2019
SELL
N/A
-449 Reduced 12.53%
3,135 $207,000
Q4 2018

Jan 14, 2019
SELL
N/A
-210 Reduced 5.54%
3,584 $205,000
Q3 2018

Oct 18, 2018
BUY
N/A
542 Added 16.67%
3,794 $0
Q2 2018

Jul 13, 2018
BUY
N/A
3,252 New
3,252 $246,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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