Wetzel Investment Advisors, Inc. Energy Sector Spdr Transaction History

Wetzel Investment Advisors, Inc.

  • $192 Million
  • Q1 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 3,292 shares of XLE stock, worth $265,006. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,292
Previous 3,346 1.61%
Holding current value
$265,006
Previous $286,000 7.34%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,186
Shares Held
229M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email