A detailed history of Westmount Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Westmount Partners, LLC holds 2,850 shares of XLE stock, worth $262,257. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,850
Previous 2,850 -0.0%
Holding current value
$262,257
Previous $242 Million 5.34%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

SELL
$76.44 - $94.13 $29,811 - $36,710
-390 Reduced 12.04%
2,850 $242 Million
Q1 2025

May 01, 2025

BUY
$85.7 - $93.96 $27,509 - $30,161
321 Added 11.0%
3,240 $303 Million
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

About ENERGY SECTOR SPDR


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