Wealthspan Partners, LLC Energy Sector Spdr Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthspan Partners, LLC holds 3,388 shares of XLE stock, worth $308,308. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,388
Previous 3,492 2.98%
Holding current value
$308,308
Previous $306,000 5.23%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 24, 2025
SELL
$83.32 - $97.27 $8,665 - $10,116
-104 Reduced 2.98%
3,388 $290,000
Q3 2024

Nov 04, 2024
SELL
$84.35 - $93.39 $16,616 - $18,397
-197 Reduced 5.34%
3,492 $306,000
Q2 2024

Jul 19, 2024
SELL
$88.04 - $98.08 $19,985 - $22,264
-227 Reduced 5.8%
3,689 $336,000
Q1 2024

Apr 29, 2024
SELL
$79.91 - $94.41 $21,895 - $25,868
-274 Reduced 6.54%
3,916 $369,000
Q4 2023

Jan 29, 2024
SELL
$81.2 - $91.96 $5,846 - $6,621
-72 Reduced 1.69%
4,190 $351,000
Q3 2023

Nov 01, 2023
SELL
$79.09 - $93.36 $41,838 - $49,387
-529 Reduced 11.04%
4,262 $385,000
Q2 2023

Aug 08, 2023
SELL
$76.59 - $87.23 $25,887 - $29,483
-338 Reduced 6.59%
4,791 $388,000
Q1 2023

Apr 21, 2023
SELL
$76.97 - $93.11 $7,389 - $8,938
-96 Reduced 1.84%
5,129 $424,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $54,708 - $67,643
719 Added 15.96%
5,225 $457,000
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $304,109 - $378,909
4,506 New
4,506 $325,000

Others Institutions Holding XLE

# of Institutions
2,172
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
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