A detailed history of Wealthedge Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 2,435 shares of XLE stock, worth $224,068. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,435
Previous 2,633 7.52%
Holding current value
$224,068
Previous $223 Million 2.58%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 12, 2025

SELL
$84.25 - $91.99 $16,681 - $18,214
-198 Reduced 7.52%
2,435 $218 Million
Q2 2025

Aug 13, 2025

BUY
$76.44 - $94.13 $1,299 - $1,600
17 Added 0.65%
2,633 $223 Million
Q1 2025

May 13, 2025

BUY
$85.7 - $93.96 $1,628 - $1,785
19 Added 0.73%
2,616 $245 Million
Q4 2024

Mar 12, 2025

BUY
$83.32 - $97.27 $216,382 - $252,610
2,597 New
2,597 $222 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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