Wealth Preservation Advisors, LLC Energy Sector Spdr Transaction History

Wealth Preservation Advisors, LLC

  • $162 Billion
  • Q2 2025

A detailed history of Wealth Preservation Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 199 shares of XLE stock, worth $17,555. This represents 0.01% of its overall portfolio holdings.

Number of Shares
199
Previous 333 40.24%
Holding current value
$17,555
Previous $31.1 Million 45.77%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$76.44 - $94.13 $10,242 - $12,613
-134 Reduced 40.24%
199 $16.9 Million
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $28,538 - $31,288
333 New
333 $31.1 Million

Others Institutions Holding XLE

# of Institutions
2,130
Shares Held
237M
Call Options Held
59.3M
Put Options Held
116M
View Full List

About ENERGY SECTOR SPDR

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