Wealthstar Advisors, LLC Energy Sector Spdr Transaction History

Wealthstar Advisors, LLC

$220 Million
Q4 2024

A detailed history of Wealthstar Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealthstar Advisors, LLC holds 10,021 shares of XLE stock, worth $904,194. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,021

Previous 32,408 69.08%

Holding current value

$904,194

Previous $2.95 Million 70.94%

% of portfolio

0.39%

Previous 2.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$83.32 - $97.27 $1.87 Million - $2.18 Million	-22,387 Reduced 69.08%	10,021 $858,000
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $2.04 Million - $2.27 Million	23,129 Added 249.26%	32,408 $2.95 Million
Q1 2024 Apr 19, 2024	SELL	$79.91 - $94.41 $39,075 - $46,166	-489 Reduced 5.01%	9,279 $876,000
Q4 2023 Jan 12, 2024	SELL	$81.2 - $91.96 $15,103 - $17,104	-186 Reduced 1.87%	9,768 $818,000
Q3 2023 Nov 06, 2023	SELL	$79.09 - $93.36 $23,489 - $27,727	-297 Reduced 2.9%	9,954 $899,000
Q2 2023 Jul 14, 2023	SELL	$76.59 - $87.23 $30,099 - $34,281	-393 Reduced 3.69%	10,251 $832,000
Q1 2023 May 03, 2023	BUY	$76.97 - $93.11 $14,855 - $17,970	193 Added 1.85%	10,644 $881,000
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $15,826 - $19,568	208 Added 2.03%	10,451 $914,000
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $19,639 - $24,470	-291 Reduced 2.76%	10,243 $734,000
Q2 2022 Aug 08, 2022	BUY	$70.66 - $92.28 $21,904 - $28,606	310 Added 3.03%	10,534 $747,000
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $100,535 - $138,363	1,757 Added 20.75%	10,224 $801,000
Q4 2021 Feb 09, 2022	BUY	$53.01 - $59.14 $206,845 - $230,764	3,902 Added 85.48%	8,467 $471,000
Q3 2021 Nov 12, 2021	BUY	$45.79 - $54.81 $36,174 - $43,299	790 Added 20.93%	4,565 $237,000
Q2 2021 Aug 13, 2021	BUY	$47.07 - $56.19 $177,689 - $212,117	3,775 New	3,775 $201,000

Others Institutions Holding XLE

# of Institutions

2,090

Shares Held

237M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Wealthstar Advisors, LLC Energy Sector Spdr Transaction History