Wealth Alliance Energy Sector Spdr Transaction History

Wealth Alliance

$799 Million
Q1 2025

A detailed history of Wealth Alliance transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Alliance holds 3,637 shares of XLE stock, worth $296,524. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,637

Previous 5,332 31.79%

Holding current value

$296,524

Previous $456,000 25.66%

% of portfolio

0.04%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$85.7 - $93.96 $145,261 - $159,262	-1,695 Reduced 31.79%	3,637 $339,000
Q4 2024 Feb 03, 2025	BUY	$83.32 - $97.27 $33,244 - $38,810	399 Added 8.09%	5,332 $456,000
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

# of Institutions

2,176

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

More about XLE

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