Wealth Alliance Energy Sector Spdr Transaction History

Wealth Alliance

  • $747 Million
  • Q1 2024

A detailed history of Wealth Alliance transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Alliance holds 4,550 shares of XLE stock, worth $414,641. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,550
Previous 3,073 48.06%
Holding current value
$414,641
Previous $257,000 66.93%
% of portfolio
0.06%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $194,711 - $221,558
2,355 New
2,355 $205,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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