Wetzel Investment Advisors, Inc. Energy Sector Spdr Transaction History

Wetzel Investment Advisors, Inc.

$191 Million
Q2 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 3,018 shares of XLE stock, worth $268,330. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,018

Previous 3,292 8.32%

Holding current value

$268,330

Previous $307,000 16.94%

% of portfolio

0.13%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$76.44 - $94.13 $20,944 - $25,791	-274 Reduced 8.32%	3,018 $255,000
Q1 2025 Apr 22, 2025	SELL	$85.7 - $93.96 $4,627 - $5,073	-54 Reduced 1.61%	3,292 $307,000
Q4 2024 Jan 22, 2025	BUY	$83.32 - $97.27 $1,499 - $1,750	18 Added 0.54%	3,346 $286,000
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $180,593 - $199,947	-2,141 Reduced 39.15%	3,328 $292,000
Q1 2024 Apr 23, 2024	SELL	$79.91 - $94.41 $2,796 - $3,304	-35 Reduced 0.64%	5,469 $516,000
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $446,924 - $506,147	5,504 New	5,504 $461,000

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Account

Wetzel Investment Advisors, Inc. Energy Sector Spdr Transaction History