True Wealth Advisors, LLC Energy Sector Spdr Transaction History

True Wealth Advisors, LLC

$253 Million
Q1 2025

A detailed history of True Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 8,623 shares of XLE stock, worth $708,983. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,623

Previous 9,100 5.24%

Holding current value

$708,983

Previous $779,000 2.31%

% of portfolio

0.31%

Previous 0.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$85.7 - $93.96 $40,878 - $44,818	-477 Reduced 5.24%	8,623 $797,000
Q4 2024 Jan 15, 2025	BUY	$83.32 - $97.27 $35,161 - $41,047	422 Added 4.86%	9,100 $779,000
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $46,561 - $51,551	-552 Reduced 5.98%	8,678 $761,000
Q2 2024 Jul 24, 2024	SELL	$88.04 - $98.08 $79,764 - $88,860	-906 Reduced 8.94%	9,230 $841,000
Q1 2024 Apr 23, 2024	SELL	$79.91 - $94.41 $45,628 - $53,908	-571 Reduced 5.33%	10,136 $956,000
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $80,956 - $91,684	-997 Reduced 8.52%	10,707 $897,000
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $24,359 - $28,754	308 Added 2.7%	11,704 $1.06 Million
Q2 2023 Jul 31, 2023	BUY	$76.59 - $87.23 $109,983 - $125,262	1,436 Added 14.42%	11,396 $925,000
Q1 2023 Apr 19, 2023	BUY	$76.97 - $93.11 $39,793 - $48,137	517 Added 5.47%	9,960 $824,000
Q4 2022 Jan 23, 2023	BUY	$76.09 - $94.08 $82,329 - $101,794	1,082 Added 12.94%	9,443 $0
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $50,887 - $63,403	-754 Reduced 8.27%	8,361 $602,000
Q2 2022 Jul 27, 2022	SELL	$70.66 - $92.28 $190,711 - $249,063	-2,699 Reduced 22.85%	9,115 $652,000
Q4 2021 Feb 02, 2022	SELL	$53.01 - $59.14 $347,374 - $387,544	-6,553 Reduced 35.68%	11,814 $656,000
Q3 2021 Oct 25, 2021	SELL	$45.79 - $54.81 $4,212 - $5,042	-92 Reduced 0.5%	18,367 $957,000
Q2 2021 Jul 23, 2021	BUY	$47.07 - $56.19 $55,354 - $66,079	1,176 Added 6.8%	18,459 $994,000
Q1 2021 Apr 22, 2021	SELL	$37.96 - $53.57 $24,066 - $33,963	-634 Reduced 3.54%	17,283 $0
Q4 2020 Jan 25, 2021	BUY	$27.71 - $41.6 $496,480 - $745,347	17,917 New	17,917 $754,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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True Wealth Advisors, LLC Energy Sector Spdr Transaction History