Westmount Partners, LLC Energy Sector Spdr Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Westmount Partners, LLC holds 2,919 shares of XLE stock, worth $261,250. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,919

Previous 2,934 0.51%

Holding current value

$261,250

Previous $258 Million 2.96%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$83.32 - $97.27 $1,249 - $1,459	-15 Reduced 0.51%	2,919 $250 Million
Q3 2024 Jan 13, 2025	BUY	$84.35 - $93.39 $247,482 - $274,006	2,934 New	2,934 $258 Million
Q2 2024 Jan 28, 2025	SELL	$88.04 - $98.08 $9,068 - $10,102	-103 Reduced 3.41%	2,915 $266 Million
Q1 2024 Jan 28, 2025	SELL	$79.91 - $94.41 $958 - $1,132	-12 Reduced 0.4%	3,018 $285 Million
Q4 2023 Jan 28, 2025	SELL	$81.2 - $91.96 $7,145 - $8,092	-88 Reduced 2.82%	3,030 $254 Million
Q3 2023 Jan 28, 2025	SELL	$79.09 - $93.36 $1,107 - $1,307	-14 Reduced 0.45%	3,118 $282 Million
Q2 2023 Jan 28, 2025	BUY	$76.59 - $87.23 $16,313 - $18,579	213 Added 7.3%	3,132 $254 Million
Q1 2023 Jan 29, 2025	BUY	$76.97 - $93.11 $11,160 - $13,500	145 Added 4.97%	3,064 $254 Million
Q4 2022 Jan 28, 2025	BUY	$76.09 - $94.08 $10,500 - $12,983	138 Added 4.73%	3,057 $267 Million

Others Institutions Holding XLE

# of Institutions

2,048

Shares Held

233M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Westmount Partners, LLC Energy Sector Spdr Transaction History