Waypoint Wealth Counsel Energy Sector Spdr Transaction History

Waypoint Wealth Counsel

$202 Billion
Q2 2025

A detailed history of Waypoint Wealth Counsel transactions in Energy Sector Spdr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 4,783 shares of XLE stock, worth $407,607. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,783

Previous 4,772 0.23%

Holding current value

$407,607

Previous $446 Million 9.03%

% of portfolio

0.2%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$76.44 - $94.13 $840 - $1,035	11 Added 0.23%	4,783 $406 Million
Q1 2025 Apr 23, 2025	SELL	$85.7 - $93.96 $406,218 - $445,370	-4,740 Reduced 49.83%	4,772 $446 Million
Q3 2024 Oct 04, 2024	SELL	$84.35 - $93.39 $18,135 - $20,078	-215 Reduced 2.21%	9,512 $835 Million
Q2 2024 Jul 19, 2024	BUY	$88.04 - $98.08 $2,641 - $2,942	30 Added 0.31%	9,727 $887 Million
Q3 2023 Apr 03, 2024	SELL	$79.09 - $93.36 $10,044 - $11,856	-127 Reduced 1.29%	9,697 $877 Million
Q1 2023 Apr 04, 2024	BUY	$76.97 - $93.11 $9,775 - $11,824	127 Added 1.31%	9,824 $814 Million
Q4 2022 Mar 22, 2024	BUY	$76.09 - $94.08 $747,508 - $924,241	9,824 New	9,824 $859 Million

Others Institutions Holding XLE

# of Institutions

2,118

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

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 Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Account

Waypoint Wealth Counsel Energy Sector Spdr Transaction History