Wellspring Financial Advisors, LLC Energy Sector Spdr Transaction History

Wellspring Financial Advisors, LLC

  • $899 Billion
  • Q1 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 237,723 shares of XLE stock, worth $19.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
237,723
Previous 230,326 3.21%
Holding current value
$19.4 Million
Previous $4.08 Billion 65.79%
% of portfolio
0.75%
Previous 0.43%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$85.7 - $93.96 $633,922 - $695,022
7,397 Added 3.21%
237,723 $6.76 Billion
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $18.8 Million - $22 Million
226,135 Added 5395.73%
230,326 $4.08 Billion
Q3 2024

Nov 13, 2024
BUY
$84.35 - $93.39 $124,922 - $138,310
1,481 Added 54.65%
4,191 $368 Million
Q2 2024

Aug 12, 2024
SELL
$88.04 - $98.08 $3,521 - $3,923
-40 Reduced 1.45%
2,710 $247 Million
Q1 2024

May 01, 2024
BUY
$79.91 - $94.41 $3,516 - $4,154
44 Added 1.63%
2,750 $260 Million
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $5,765 - $6,529
71 Added 2.69%
2,706 $227 Million
Q3 2023

Nov 14, 2023
SELL
$79.09 - $93.36 $4,429 - $5,228
-56 Reduced 2.08%
2,635 $238 Million
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $3,906 - $4,448
51 Added 1.93%
2,691 $218 Million
Q1 2023

May 12, 2023
BUY
$76.97 - $93.11 $18,087 - $21,880
235 Added 9.77%
2,640 $219 Million
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $182,996 - $226,262
2,405 New
2,405 $210,000
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $119,274 - $155,768
-1,688 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $96,587 - $132,930
1,688 New
1,688 $129,000

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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