Wetzel Investment Advisors, Inc. Energy Sector Spdr Transaction History

Wetzel Investment Advisors, Inc.

  • $176 Million
  • Q1 2024

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 5,469 shares of XLE stock, worth $504,187. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,469
Previous 5,504 0.64%
Holding current value
$504,187
Previous $461,000 11.93%
% of portfolio
0.29%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,035
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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