A detailed history of Wealth Management Associates, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 2,864 shares of XLE stock, worth $263,545. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,864
Previous 2,856 0.28%
Holding current value
$263,545
Previous $242 Million 5.65%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$84.25 - $91.99 $674 - $735
8 Added 0.28%
2,864 $256 Million
Q2 2025

Aug 04, 2025

BUY
$76.44 - $94.13 $28,282 - $34,828
370 Added 14.88%
2,856 $242 Million
Q1 2025

May 28, 2025

BUY
$85.7 - $93.96 $213,050 - $233,584
2,486 New
2,486 $232 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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