Welch Group, LLC Energy Sector Spdr Transaction History

Welch Group, LLC

$2.3 Billion
Q1 2025

A detailed history of Welch Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Welch Group, LLC holds 5,763 shares of XLE stock, worth $473,833. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,763

Previous 12,869 55.22%

Holding current value

$473,833

Previous $1.1 Million 51.72%

% of portfolio

0.02%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$85.7 - $93.96 $608,984 - $667,679	-7,106 Reduced 55.22%	5,763 $532,000
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $51,075 - $59,626	613 Added 5.0%	12,869 $1.1 Million
Q3 2024 Oct 24, 2024	BUY	$84.35 - $93.39 $94,556 - $104,690	1,121 Added 10.07%	12,256 $1.08 Million
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $463,002 - $515,802	5,259 Added 89.5%	11,135 $1.01 Million
Q1 2024 Apr 09, 2024	BUY	$79.91 - $94.41 $52,261 - $61,744	654 Added 12.52%	5,876 $554,000
Q4 2023 Jan 22, 2024	BUY	$81.2 - $91.96 $40,356 - $45,704	497 Added 10.52%	5,222 $437,000
Q1 2023 Apr 13, 2023	SELL	$76.97 - $93.11 $15,624 - $18,901	-203 Reduced 4.12%	4,725 $391,000
Q3 2022 Oct 13, 2022	BUY	$67.49 - $84.09 $48,120 - $59,956	713 Added 16.92%	4,928 $355,000
Q1 2022 Apr 29, 2022	SELL	$57.22 - $78.75 $344,979 - $474,783	-6,029 Reduced 58.85%	4,215 $322,000
Q4 2021 Jan 26, 2022	BUY	$53.01 - $59.14 $244,111 - $272,339	4,605 Added 81.66%	10,244 $569,000
Q3 2021 Nov 05, 2021	BUY	$45.79 - $54.81 $49,956 - $59,797	1,091 Added 23.99%	5,639 $294,000
Q2 2021 Jul 21, 2021	SELL	$47.07 - $56.19 $51,541 - $61,528	-1,095 Reduced 19.4%	4,548 $245,000
Q1 2021 Apr 23, 2021	SELL	$37.96 - $53.57 $5.67 Million - $8 Million	-149,294 Reduced 96.36%	5,643 $277,000
Q4 2020 Jan 25, 2021	BUY	$27.71 - $41.6 $3.38 Million - $5.07 Million	121,927 Added 369.36%	154,937 $5.87 Million
Q3 2020 Oct 28, 2020	BUY	$29.95 - $38.58 $988,649 - $1.27 Million	33,010 New	33,010 $989,000
Q2 2020 Jul 22, 2020	SELL	$27.62 - $46.86 $186,214 - $315,930	-6,742 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$23.57 - $60.87 $158,908 - $410,385	6,742 New	6,742 $196,000
Q4 2017 Feb 01, 2018	SELL	N/A	-5,608 Closed	0 $0
Q3 2017 Nov 07, 2017	BUY	N/A	5,608	5,608 $384,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

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About ENERGY SECTOR SPDR

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