Wealth Enhancement Advisory Services, LLC Energy Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 40,100 shares of XLE stock, worth $3.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

40,100

Previous 168,286 76.17%

Holding current value

$3.72 Million

Previous $14.4 Million 76.18%

% of portfolio

0.01%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$83.32 - $97.27 $4.78 Million - $5.58 Million	57,416 Added 34.12%	225,702 $19.3 Million
Q4 2024 Jan 10, 2025	BUY	$83.32 - $97.27 $1.13 Million - $1.31 Million	13,511 Added 8.73%	168,286 $14.4 Million
Q3 2024 Oct 23, 2024	SELL	$84.35 - $93.39 $734,519 - $813,240	-8,708 Reduced 5.33%	154,775 $13.6 Million
Q2 2024 Jul 16, 2024	BUY	$88.04 - $98.08 $3.78 Million - $4.21 Million	42,961 Added 35.65%	163,483 $14.9 Million
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $65,046 - $76,849	-814 Reduced 0.67%	120,522 $11.4 Million
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $199,021 - $225,393	2,451 Added 2.06%	121,336 $10.2 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $9.08 Million - $10.7 Million	114,846 Added 2843.43%	118,885 $10.7 Million
Q2 2023 Jul 21, 2023	SELL	$76.59 - $87.23 $67,246 - $76,587	-878 Reduced 17.86%	4,039 $327,000
Q1 2023 Apr 25, 2023	BUY	$76.97 - $93.11 $77,739 - $94,041	1,010 Added 25.85%	4,917 $407,000
Q4 2022 Feb 01, 2023	SELL	$76.09 - $94.08 $1,978 - $2,446	-26 Reduced 0.66%	3,907 $341,000
Q3 2022 Oct 17, 2022	BUY	$67.49 - $84.09 $23,554 - $29,347	349 Added 9.74%	3,933 $322,000
Q2 2022 Jul 18, 2022	BUY	$70.66 - $92.28 $30,101 - $39,311	426 Added 13.49%	3,584 $254,000
Q1 2022 Apr 18, 2022	SELL	$57.22 - $78.75 $25,348 - $34,886	-443 Reduced 12.3%	3,158 $244,000
Q4 2021 Feb 08, 2022	BUY	$53.01 - $59.14 $190,889 - $212,963	3,601 New	3,601 $241,000

Others Institutions Holding XLE

# of Institutions

2,179

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Energy Sector Spdr Transaction History