Tru Wealth Advisors, LLC Energy Sector Spdr Transaction History

Tru Wealth Advisors, LLC

  • $1.56 Billion
  • Q1 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,706 shares of XLE stock, worth $220,620. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,706
Previous 2,699 0.26%
Holding current value
$220,620
Previous $231,000 8.23%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Apr 10, 2025
BUY
$85.7 - $93.96 $599 - $657
7 Added 0.26%
2,706 $250,000
Q4 2024

Jan 15, 2025
SELL
$83.32 - $97.27 $16,830 - $19,648
-202 Reduced 6.96%
2,699 $231,000
Q2 2024

Jul 16, 2024
SELL
$88.04 - $98.08 $19,897 - $22,166
-226 Reduced 7.23%
2,901 $264,000
Q1 2024

Apr 15, 2024
SELL
$79.91 - $94.41 $19,977 - $23,602
-250 Reduced 7.4%
3,127 $295,000
Q4 2023

Jan 10, 2024
SELL
$81.2 - $91.96 $1.29 Million - $1.47 Million
-15,934 Reduced 82.51%
3,377 $283,000
Q3 2023

Oct 10, 2023
SELL
$79.09 - $93.36 $3.44 Million - $4.06 Million
-43,489 Reduced 69.25%
19,311 $1.75 Million
Q2 2023

Aug 04, 2023
SELL
$76.59 - $87.23 $2.19 Million - $2.5 Million
-28,640 Reduced 31.32%
62,800 $5.1 Million
Q1 2023

Apr 25, 2023
BUY
$76.97 - $93.11 $296,796 - $359,032
3,856 Added 4.4%
91,440 $7.57 Million
Q4 2022

Jan 27, 2023
BUY
$76.09 - $94.08 $92,905 - $114,871
1,221 Added 1.41%
87,584 $0
Q3 2022

Oct 24, 2022
BUY
$67.49 - $84.09 $271,917 - $338,798
4,029 Added 4.89%
86,363 $6.22 Million
Q2 2022

Jul 22, 2022
BUY
$70.66 - $92.28 $3.24 Million - $4.23 Million
45,885 Added 125.89%
82,334 $5.89 Million
Q1 2022

Apr 27, 2022
BUY
$57.22 - $78.75 $2.09 Million - $2.87 Million
36,449 New
36,449 $2.79 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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