A detailed history of Wespac Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wespac Advisors, LLC holds 6,952 shares of XLE stock, worth $626,375. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,952
Previous 6,663 4.34%
Holding current value
$626,375
Previous $558,000 17.56%
% of portfolio
0.39%
Previous 0.39%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$79.91 - $94.41 $23,093 - $27,284
289 Added 4.34%
6,952 $656,000
Q4 2023

Jan 25, 2024

BUY
$81.2 - $91.96 $541,035 - $612,729
6,663 New
6,663 $558,000
Q4 2022

Jan 31, 2023

BUY
$82.68 - $94.08 $238,779 - $271,703
2,888 New
2,888 $252,000
Q2 2022

Aug 01, 2022

SELL
N/A
-22,453 Reduced 80.7%
5,370 $384,000
Q1 2022

Apr 27, 2022

BUY
N/A
18,830 Added 209.39%
27,823 $2.13 Million
Q4 2021

Jan 28, 2022

SELL
N/A
-49,244 Reduced 84.56%
8,993 $499,000
Q3 2021

Oct 14, 2021

BUY
N/A
39,462 Added 210.18%
58,237 $3.03 Million
Q2 2021

Aug 03, 2021

SELL
N/A
-25,296 Reduced 57.4%
18,775 $1.01 Million
Q1 2021

May 10, 2021

BUY
N/A
25,956 Added 143.28%
44,071 $2.16 Million
Q4 2020

Feb 02, 2021

BUY
N/A
18,115 New
18,115 $687,000
Q1 2020

Apr 22, 2020

SELL
N/A
-30,861 Closed
0 $0
Q4 2019

Feb 07, 2020

BUY
N/A
30,861 New
30,861 $1.85 Million
Q2 2019

Jul 23, 2019

SELL
N/A
-37,687 Closed
0 $0
Q1 2019

Apr 19, 2019

BUY
N/A
37,687 New
37,687 $2.49 Million
Q4 2018

Jan 31, 2019

SELL
N/A
-11,991 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
N/A
3,428 Added 40.03%
11,991 $908,000
Q2 2018

Aug 08, 2018

BUY
N/A
8,563 New
8,563 $650,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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