A detailed history of Wealthsource Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 25,956 shares of XLE stock, worth $2.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
25,956
Previous 31,499 17.6%
Holding current value
$2.18 Million
Previous $2.85 Million 23.57%
% of portfolio
0.14%
Previous 0.2%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$81.2 - $91.96 $450,091 - $509,734
-5,543 Reduced 17.6%
25,956 $2.18 Million
Q3 2023

Nov 09, 2023

SELL
$79.09 - $93.36 $155,965 - $184,105
-1,972 Reduced 5.89%
31,499 $2.85 Million
Q2 2023

Aug 14, 2023

SELL
$76.59 - $87.23 $71,152 - $81,036
-929 Reduced 2.7%
33,471 $2.72 Million
Q1 2023

May 15, 2023

SELL
$76.97 - $93.11 $1.04 Million - $1.26 Million
-13,517 Reduced 28.21%
34,400 $2.85 Million
Q4 2022

Feb 09, 2023

SELL
$76.09 - $94.08 $84,840 - $104,899
-1,115 Reduced 2.27%
47,917 $4.19 Million
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $554,632 - $691,051
8,218 Added 20.14%
49,032 $3.53 Million
Q2 2022

Aug 10, 2022

SELL
$70.66 - $92.28 $294,228 - $384,253
-4,164 Reduced 9.26%
40,814 $2.92 Million
Q1 2022

May 09, 2022

SELL
$57.22 - $78.75 $663,866 - $913,657
-11,602 Reduced 20.51%
44,978 $3.44 Million
Q4 2021

Feb 14, 2022

SELL
$53.01 - $59.14 $193,910 - $216,334
-3,658 Reduced 6.07%
56,580 $3.14 Million
Q3 2021

Nov 18, 2021

BUY
$45.79 - $54.81 $643,761 - $770,573
14,059 Added 30.44%
60,238 $3.14 Million
Q2 2021

Nov 18, 2021

SELL
$47.07 - $56.19 $71,875 - $85,802
-1,527 Reduced 3.2%
46,179 $2.49 Million
Q1 2021

Jun 21, 2021

SELL
$37.96 - $53.57 $230,113 - $324,741
-6,062 Reduced 11.27%
47,706 $2.34 Million
Q4 2020

Feb 12, 2021

SELL
$27.71 - $41.6 $99,395 - $149,219
-3,587 Reduced 6.25%
53,768 $2.04 Million
Q3 2020

Nov 16, 2020

SELL
$29.95 - $38.58 $80,206 - $103,317
-2,678 Reduced 4.46%
57,355 $0
Q2 2020

Aug 17, 2020

BUY
$27.62 - $46.86 $1.05 Million - $1.78 Million
37,971 Added 172.11%
60,033 $2.27 Million
Q1 2020

May 12, 2020

BUY
$23.57 - $60.87 $403,966 - $1.04 Million
17,139 Added 348.14%
22,062 $641,000
Q4 2019

Feb 12, 2020

SELL
$55.9 - $61.99 $13,248 - $14,691
-237 Reduced 4.59%
4,923 $296,000
Q3 2019

Nov 15, 2019

SELL
$59.2 - $63.13 $78,025 - $83,205
-1,318 Reduced 20.35%
5,160 $305,000
Q2 2019

Aug 09, 2019

SELL
N/A
-98,673 Reduced 93.84%
6,478 $413,000
Q1 2019

May 16, 2019

BUY
N/A
100,418 Added 2121.66%
105,151 $6.95 Million
Q4 2018

Feb 06, 2019

BUY
N/A
1,835 Added 63.32%
4,733 $271,000
Q3 2018

Nov 13, 2018

SELL
N/A
-23,762 Reduced 89.13%
2,898 $219,000
Q2 2018

Aug 14, 2018

SELL
N/A
-19,569 Reduced 42.33%
26,660 $2.03 Million
Q1 2018

Apr 16, 2018

BUY
N/A
42,206 Added 1049.12%
46,229 $3.12 Million
Q1 2018

Apr 16, 2018

SELL
N/A
-42,756 Reduced 91.4%
4,023 $281,000
Q4 2017

Feb 16, 2018

BUY
N/A
42,642 Added 1030.75%
46,779 $3.38 Million
Q3 2017

Nov 20, 2017

SELL
N/A
-313 Reduced 7.03%
4,137 $283,000
Q2 2017

Aug 16, 2017

BUY
N/A
4,450
4,450 $289,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.