Wellington Wealth Strategies, Llc. Energy Sector Spdr Transaction History

Wellington Wealth Strategies, Llc.

  • $110 Billion
  • Q4 2024

A detailed history of Wellington Wealth Strategies, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 2,590 shares of XLE stock, worth $240,507. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,590
Previous 7,411 65.05%
Holding current value
$240,507
Previous $657 Million 64.61%
% of portfolio
0.21%
Previous 0.5%

Shares

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

Feb 14, 2025
SELL
$83.32 - $97.27 $401,685 - $468,938
-4,821 Reduced 65.05%
2,590 $232 Million
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $625,117 - $692,113
7,411 New
7,411 $657 Million
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $582,064 - $687,682
-7,284 Reduced 46.68%
8,320 $785 Million
Q4 2020

Feb 14, 2024
BUY
$27.71 - $41.6 $432,386 - $649,126
15,604 New
15,604 $1.31 Billion

Others Institutions Holding XLE

# of Institutions
2,171
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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