Wealth Advisors Of Iowa, LLC Energy Sector Spdr Transaction History

Wealth Advisors Of Iowa, LLC

  • $294 Billion
  • Q3 2025

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 18,958 shares of XLE stock, worth $1.74 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
18,958
Previous 20,358 6.88%
Holding current value
$1.74 Million
Previous $1.9 Billion 10.97%
% of portfolio
0.58%
Previous 0.82%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$84.25 - $91.99 $117,950 - $128,786
-1,400 Reduced 6.88%
18,958 $1.69 Billion
Q1 2025

May 12, 2025
BUY
$85.7 - $93.96 $48,591 - $53,275
567 Added 2.86%
20,358 $1.9 Billion
Q4 2024

Feb 11, 2025
SELL
$83.32 - $97.27 $28,328 - $33,071
-340 Reduced 1.69%
19,791 $1.7 Billion
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $20.7 Million - $22.9 Million
-245,616 Reduced 92.42%
20,131 $1.77 Billion
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $13.9 Million - $15.4 Million
157,345 Added 145.15%
265,747 $24.2 Million
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $423,123 - $499,900
5,295 Added 5.14%
108,402 $10.2 Million
Q4 2023

Feb 08, 2024
BUY
$81.2 - $91.96 $149,326 - $169,114
1,839 Added 1.82%
103,107 $8.64 Million
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $6.05 Million - $7.14 Million
76,438 Added 307.85%
101,268 $9.15 Million
Q2 2023

Jul 25, 2023
BUY
$76.59 - $87.23 $45,264 - $51,552
591 Added 2.44%
24,830 $2.02 Million
Q1 2023

May 09, 2023
SELL
$76.97 - $93.11 $34,636 - $41,899
-450 Reduced 1.82%
24,239 $2.01 Million
Q4 2022

Feb 10, 2023
SELL
$76.09 - $94.08 $39,034 - $48,263
-513 Reduced 2.04%
24,689 $2.16 Million
Q3 2022

Nov 15, 2022
BUY
$67.49 - $84.09 $472 - $588
7 Added 0.03%
25,202 $1.82 Million
Q2 2022

Jul 28, 2022
SELL
$70.66 - $92.28 $1.88 Million - $2.45 Million
-26,566 Reduced 51.32%
25,195 $1.8 Million
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $783,227 - $1.08 Million
13,688 Added 35.95%
51,761 $3.96 Million
Q4 2021

Feb 14, 2022
SELL
$53.01 - $59.14 $778,398 - $868,411
-14,684 Reduced 27.83%
38,073 $2.11 Million
Q3 2021

Nov 09, 2021
SELL
$45.79 - $54.81 $6 Million - $7.18 Million
-131,023 Reduced 71.29%
52,757 $2.75 Million
Q2 2021

Jul 26, 2021
BUY
$47.07 - $56.19 $330,807 - $394,903
7,028 Added 3.98%
183,780 $9.9 Million
Q1 2021

Apr 29, 2021
BUY
$37.96 - $53.57 $1.69 Million - $2.39 Million
44,631 Added 33.78%
176,752 $8.67 Million
Q4 2020

Feb 12, 2021
BUY
$27.71 - $41.6 $3.66 Million - $5.5 Million
132,121 New
132,121 $5.01 Million

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

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