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 2,856 shares of XLE stock, worth $246,529. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,856
Previous 2,486 14.88%
Holding current value
$246,529
Previous $232 Million 4.24%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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