Wealth Advisors Of Iowa, LLC Energy Sector Spdr Transaction History

Wealth Advisors Of Iowa, LLC

$233 Billion
Q1 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 20,358 shares of XLE stock, worth $1.73 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

20,358

Previous 19,791 2.86%

Holding current value

$1.73 Million

Previous $1.7 Billion 12.22%

% of portfolio

0.82%

Previous 0.85%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,105

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Wealth Advisors Of Iowa, LLC Energy Sector Spdr Transaction History