Wealthcare Advisory Partners LLC Energy Sector Spdr Transaction History

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 56,871 shares of XLE stock, worth $5.18 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
56,871
Previous 67,783 16.1%
Holding current value
$5.18 Million
Previous $5.68 Million 5.51%
% of portfolio
0.18%
Previous 0.23%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$79.91 - $94.41 $871,977 - $1.03 Million
-10,912 Reduced 16.1%
56,871 $5.37 Million
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $427,193 - $483,801
5,261 Added 8.41%
67,783 $5.68 Million
Q3 2023

Oct 12, 2023
BUY
$79.09 - $93.36 $1.84 Million - $2.18 Million
23,324 Added 59.5%
62,522 $5.65 Million
Q2 2023

Jul 17, 2023
BUY
$76.59 - $87.23 $430,359 - $490,145
5,619 Added 16.73%
39,198 $3.18 Million
Q1 2023

May 04, 2023
BUY
$76.97 - $93.11 $362,836 - $438,920
4,714 Added 16.33%
33,579 $2.78 Million
Q4 2022

Feb 13, 2023
BUY
$82.68 - $94.08 $292,935 - $333,325
3,543 Added 13.99%
28,865 $2.52 Million
Q3 2022

Nov 14, 2022
BUY
N/A
3,171 Added 14.32%
25,322 $1.82 Million
Q2 2022

Aug 15, 2022
BUY
N/A
7,578 Added 52.0%
22,151 $1.58 Million
Q1 2022

Apr 15, 2022
BUY
N/A
2,966 Added 25.55%
14,573 $1.11 Million
Q4 2021

Feb 11, 2022
BUY
N/A
1,821 Added 18.61%
11,607 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-1,640 Reduced 14.35%
9,786 $510,000
Q2 2021

Aug 16, 2021
BUY
N/A
2,465 Added 27.51%
11,426 $616,000
Q1 2021

Apr 30, 2021
BUY
N/A
8,961 New
8,961 $440,000
Q2 2020

Jul 29, 2020
SELL
N/A
-15,355 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
N/A
13,959 Added 999.93%
15,355 $446,000
Q4 2019

Jan 29, 2020
SELL
N/A
-189 Reduced 11.92%
1,396 $84,000
Q3 2019

Oct 17, 2019
SELL
N/A
-820 Reduced 34.1%
1,585 $94,000
Q2 2019

Jul 30, 2019
BUY
N/A
15 Added 0.63%
2,405 $153,000
Q1 2019

May 13, 2019
SELL
N/A
-49 Reduced 2.01%
2,390 $158,000
Q4 2018

Feb 14, 2019
BUY
N/A
1 Added 0.04%
2,439 $140,000
Q3 2018

Nov 14, 2018
BUY
N/A
1,301 Added 114.42%
2,438 $185,000
Q2 2018

Aug 14, 2018
BUY
N/A
654 Added 135.4%
1,137 $86,000
Q1 2018

May 15, 2018
SELL
N/A
-344 Reduced 41.6%
483 $33,000
Q4 2017

Feb 14, 2018
BUY
N/A
694 Added 521.8%
827 $60,000
Q3 2017

Nov 15, 2017
BUY
N/A
133
133 $9,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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