Wealth Advisory Solutions, LLC Energy Sector Spdr Transaction History

Wealth Advisory Solutions, LLC

$377 Million
Q1 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 19,633 shares of XLE stock, worth $1.61 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

19,633

Previous 18,287 7.36%

Holding current value

$1.61 Million

Previous $1.57 Million 17.11%

% of portfolio

0.49%

Previous 0.44%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$85.7 - $93.96 $115,352 - $126,470	1,346 Added 7.36%	19,633 $1.83 Million
Q4 2024 Feb 06, 2025	BUY	$83.32 - $97.27 $2,083 - $2,431	25 Added 0.14%	18,287 $1.57 Million
Q3 2024 Oct 21, 2024	SELL	$84.35 - $93.39 $25,895 - $28,670	-307 Reduced 1.65%	18,262 $1.6 Million
Q2 2024 Jul 26, 2024	SELL	$88.04 - $98.08 $3,521 - $3,923	-40 Reduced 0.21%	18,569 $1.69 Million
Q1 2024 Apr 23, 2024	BUY	$79.91 - $94.41 $257,709 - $304,472	3,225 Added 20.96%	18,609 $1.76 Million
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $1.25 Million - $1.42 Million	-15,447 Reduced 50.1%	15,384 $1.29 Million
Q3 2023 Feb 07, 2024	BUY	$79.09 - $93.36 $785,600 - $927,344	9,933 Added 47.53%	30,831 $2.79 Million
Q2 2023 Aug 07, 2023	BUY	$76.59 - $87.23 $14,858 - $16,922	194 Added 0.94%	20,898 $1.7 Million
Q1 2023 May 15, 2023	SELL	$76.97 - $93.11 $1.16 Million - $1.41 Million	-15,112 Reduced 42.19%	20,704 $1.71 Million
Q4 2022 Feb 10, 2023	BUY	$76.09 - $94.08 $6,163 - $7,620	81 Added 0.23%	35,816 $3.13 Million
Q3 2022 Nov 16, 2022	BUY	$67.49 - $84.09 $334,345 - $416,581	4,954 Added 16.09%	35,735 $2.57 Million
Q2 2022 Aug 05, 2022	BUY	$70.66 - $92.28 $39,710 - $51,861	562 Added 1.86%	30,781 $2.2 Million
Q1 2022 May 16, 2022	SELL	$57.22 - $78.75 $467,487 - $643,387	-8,170 Reduced 21.28%	30,219 $2.31 Million
Q3 2021 Nov 03, 2021	BUY	$45.79 - $54.81 $1.76 Million - $2.1 Million	38,389 New	38,389 $2 Million

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

Ticker XLE
Sector ETFs
Industry ETFs

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Wealth Advisory Solutions, LLC Energy Sector Spdr Transaction History