Wealth Care Investment Partners, LLC Energy Sector Spdr Transaction History

Wealth Care Investment Partners, LLC

  • $220 Million
  • Q3 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 60,555 shares of XLE stock, worth $5.1 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
60,555
Previous 60,963 0.67%
Holding current value
$5.1 Million
Previous $5.56 Million 4.32%
% of portfolio
2.42%
Previous 2.69%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$84.35 - $93.39 $34,414 - $38,103
-408 Reduced 0.67%
60,555 $5.32 Million
Q2 2024

Jul 18, 2024
BUY
$88.04 - $98.08 $59,338 - $66,105
674 Added 1.12%
60,963 $5.56 Million
Q1 2024

Apr 15, 2024
SELL
$79.91 - $94.41 $203,051 - $239,895
-2,541 Reduced 4.04%
60,289 $5.69 Million
Q4 2023

Jan 18, 2024
SELL
$81.2 - $91.96 $111,650 - $126,444
-1,375 Reduced 2.14%
62,830 $5.27 Million
Q3 2023

Oct 10, 2023
SELL
$79.09 - $93.36 $443,141 - $523,096
-5,603 Reduced 8.03%
64,205 $5.8 Million
Q2 2023

Jul 13, 2023
SELL
$76.59 - $87.23 $1.38 Million - $1.57 Million
-17,953 Reduced 20.46%
69,808 $5.67 Million
Q1 2023

Apr 10, 2023
SELL
$76.97 - $93.11 $106,064 - $128,305
-1,378 Reduced 1.55%
87,761 $7.27 Million
Q4 2022

Jan 19, 2023
BUY
$76.09 - $94.08 $326,426 - $403,603
4,290 Added 5.06%
89,139 $0
Q3 2022

Oct 17, 2022
BUY
$67.49 - $84.09 $227,373 - $283,299
3,369 Added 4.13%
84,849 $6.11 Million
Q2 2022

Jul 18, 2022
BUY
$70.66 - $92.28 $343,972 - $449,219
4,868 Added 6.35%
81,480 $5.83 Million
Q1 2022

Apr 14, 2022
BUY
$57.22 - $78.75 $630,392 - $867,588
11,017 Added 16.8%
76,612 $6.1 Million
Q4 2021

Feb 07, 2022
BUY
$53.01 - $59.14 $3.48 Million - $3.88 Million
65,595 New
65,595 $3.64 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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