West Wealth Group, LLC Energy Sector Spdr Transaction History

West Wealth Group, LLC

$306 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$76.59 - $87.23 $612 - $697	8 Added 0.28%	2,908 $236,000
Q1 2023 Apr 06, 2023	SELL	$76.97 - $93.11 $961,894 - $1.16 Million	-12,497 Reduced 81.17%	2,900 $240,000
Q4 2022 Jan 23, 2023	SELL	$76.09 - $94.08 $268,825 - $332,384	-3,533 Reduced 18.66%	15,397 $0
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $2.03 Million - $2.53 Million	-30,116 Reduced 61.4%	18,930 $1.36 Million
Q2 2022 Jul 27, 2022	SELL	$70.66 - $92.28 $2.52 Million - $3.29 Million	-35,690 Reduced 42.12%	49,046 $3.51 Million
Q1 2022 May 05, 2022	SELL	$57.22 - $78.75 $1.25 Million - $1.72 Million	-21,873 Reduced 20.52%	84,736 $6.48 Million
Q4 2021 May 05, 2022	BUY	$53.01 - $59.14 $5.65 Million - $6.3 Million	106,609 New	106,609 $5.92 Million

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.66 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$704 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$683 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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