Wealth Plan Partners, LLC Energy Sector Spdr Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,089 shares of XLE stock, worth $357,501. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,089
Previous 5,793 29.41%
Holding current value
$357,501
Previous $509 Million 31.14%
% of portfolio
0.05%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$83.32 - $97.27 $141,977 - $165,748
-1,704 Reduced 29.41%
4,089 $350 Million
Q3 2024

Nov 05, 2024
SELL
$84.35 - $93.39 $76,758 - $84,984
-910 Reduced 13.58%
5,793 $509 Million
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $25,179 - $28,050
286 Added 4.46%
6,703 $611 Million
Q1 2024

May 07, 2024
SELL
$79.91 - $94.41 $12,146 - $14,350
-152 Reduced 2.31%
6,417 $606 Million
Q4 2023

Jan 05, 2024
SELL
$81.2 - $91.96 $161,588 - $183,000
-1,990 Reduced 23.25%
6,569 $551 Million
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $38,675 - $45,653
489 Added 6.06%
8,559 $774 Million
Q2 2023

Jul 31, 2023
BUY
$76.59 - $87.23 $9,650 - $10,990
126 Added 1.59%
8,070 $655 Million
Q1 2023

May 10, 2023
SELL
$76.97 - $93.11 $34,713 - $41,992
-451 Reduced 5.37%
7,944 $658 Million
Q4 2022

Feb 16, 2023
SELL
$76.09 - $94.08 $198,747 - $245,736
-2,612 Reduced 23.73%
8,395 $756 Million
Q1 2022

May 03, 2022
BUY
$57.22 - $78.75 $114,325 - $157,342
1,998 Added 22.18%
11,007 $827,000
Q4 2021

Feb 01, 2022
BUY
$53.01 - $59.14 $51,419 - $57,365
970 Added 12.07%
9,009 $594,000
Q3 2021

Dec 09, 2021
SELL
$45.79 - $54.81 $6,685 - $8,002
-146 Reduced 1.78%
8,039 $0
Q2 2021

Aug 19, 2021
BUY
$47.07 - $56.19 $194,493 - $232,177
4,132 Added 101.95%
8,185 $410,000
Q1 2021

May 11, 2021
BUY
$37.96 - $53.57 $153,851 - $217,119
4,053 New
4,053 $206,000
Q2 2019

Aug 19, 2019
SELL
N/A
-3,248 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
149 Added 4.81%
3,248 $208,000
Q4 2018

Feb 20, 2019
SELL
N/A
-873 Reduced 21.98%
3,099 $205,000
Q3 2018

Nov 21, 2018
SELL
N/A
-58,239 Reduced 93.62%
3,972 $258,000
Q2 2018

Aug 16, 2018
BUY
N/A
13,325 Added 27.26%
62,211 $4.72 Million
Q1 2018

May 16, 2018
BUY
N/A
48,886 New
48,886 $3.3 Million

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email