A detailed history of Wealth Alliance transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Alliance holds 4,933 shares of XLE stock, worth $479,832. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,933
Previous 4,902 0.63%
Holding current value
$479,832
Previous $446,000 2.91%
% of portfolio
0.05%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$84.35 - $93.39 $2,614 - $2,895
31 Added 0.63%
4,933 $433,000
Q2 2024

Aug 09, 2024

BUY
$88.04 - $98.08 $30,990 - $34,524
352 Added 7.74%
4,902 $446,000
Q1 2024

May 10, 2024

BUY
$79.91 - $94.41 $118,027 - $139,443
1,477 Added 48.06%
4,550 $429,000
Q4 2023

Jan 30, 2024

BUY
$81.2 - $91.96 $568 - $643
7 Added 0.23%
3,073 $257,000
Q3 2023

Nov 09, 2023

BUY
$79.09 - $93.36 $37,805 - $44,626
478 Added 18.47%
3,066 $277,000
Q2 2023

Aug 02, 2023

SELL
$76.59 - $87.23 $459 - $523
-6 Reduced 0.23%
2,588 $210,000
Q1 2023

May 10, 2023

BUY
$76.97 - $93.11 $18,395 - $22,253
239 Added 10.15%
2,594 $214,000
Q4 2022

Feb 13, 2023

BUY
$76.09 - $94.08 $179,191 - $221,558
2,355 New
2,355 $205,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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