Wagner Wealth Management, LLC Energy Sector Spdr Transaction History

Wagner Wealth Management, LLC

  • $311 Million
  • Q1 2025

A detailed history of Wagner Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 73 shares of XLE stock, worth $6,002. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73
Previous 73 -0.0%
Holding current value
$6,002
Previous $6,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $83 - $97
1 Added 1.39%
73 $6,000
Q3 2024

Oct 10, 2024
SELL
$84.35 - $93.39 $57,189 - $63,318
-678 Reduced 90.4%
72 $6,000
Q2 2024

Jul 18, 2024
SELL
$88.04 - $98.08 $5,370 - $5,982
-61 Reduced 7.52%
750 $68,000
Q1 2024

Apr 23, 2024
SELL
$79.91 - $94.41 $27,728 - $32,760
-347 Reduced 29.97%
811 $76,000
Q3 2023

Oct 18, 2023
BUY
$79.09 - $93.36 $27,286 - $32,209
345 Added 42.44%
1,158 $104,000
Q2 2023

Jul 28, 2023
BUY
$76.59 - $87.23 $4,978 - $5,669
65 Added 8.69%
813 $65,000
Q1 2023

May 17, 2023
SELL
$76.97 - $93.11 $36,483 - $44,134
-474 Reduced 38.79%
748 $61,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $5,250 - $6,491
69 Added 5.98%
1,222 $106,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $4,926 - $6,138
-73 Reduced 5.95%
1,153 $83,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $13,778 - $17,994
195 Added 18.91%
1,226 $88,000
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $28,495 - $39,217
498 Added 93.43%
1,031 $79,000
Q3 2021

Nov 15, 2021
BUY
$45.79 - $54.81 $9,158 - $10,962
200 Added 60.06%
533 $31,000
Q2 2021

Aug 13, 2021
BUY
$47.07 - $56.19 $4,377 - $5,225
93 Added 38.75%
333 $18,000
Q1 2021

May 17, 2021
SELL
$37.96 - $53.57 $873 - $1,232
-23 Reduced 8.75%
240 $12,000
Q4 2020

Feb 09, 2021
SELL
$27.71 - $41.6 $145,810 - $218,899
-5,262 Reduced 95.24%
263 $10,000
Q3 2018

Nov 05, 2018
SELL
N/A
-2,629 Reduced 32.24%
5,525 $418,000
Q2 2018

Aug 01, 2018
BUY
N/A
3,532 Added 76.42%
8,154 $619,000
Q1 2018

May 10, 2018
BUY
N/A
141 Added 3.15%
4,622 $312,000
Q4 2017

Feb 22, 2018
BUY
N/A
4,481
4,481 $344,000

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email