Wfa Asset Management Corp Energy Sector Spdr Transaction History

Wfa Asset Management Corp

$191 Billion
Q1 2025

A detailed history of Wfa Asset Management Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Wfa Asset Management Corp holds 868 shares of XLE stock, worth $80,229. This represents 0.04% of its overall portfolio holdings.

Number of Shares

868

Previous 728 19.23%

Holding current value

$80,229

Previous $62.4 Million 31.32%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$85.7 - $93.96 $11,998 - $13,154	140 Added 19.23%	868 $81.9 Million
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $499 - $583	6 Added 0.83%	728 $62.4 Million
Q3 2024 Oct 29, 2024	BUY	$84.35 - $93.39 $421 - $466	5 Added 0.7%	722 $63.4 Million
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $13,294 - $14,810	-151 Reduced 17.4%	717 $65.3 Million
Q1 2024 Apr 18, 2024	BUY	$79.91 - $94.41 $479 - $566	6 Added 0.7%	868 $81.9 Million
Q4 2023 May 24, 2024	BUY	$81.2 - $91.96 $6,902 - $7,816	85 Added 10.94%	862 $72.3 Million
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $6,902 - $7,816	85 Added 10.94%	862 $72.3 Million
Q3 2023 May 24, 2024	SELL	$79.09 - $93.36 $7,197 - $8,495	-91 Reduced 10.48%	777 $70.2 Million
Q3 2023 Oct 13, 2023	BUY	$79.09 - $93.36 $8,304 - $9,802	105 Added 15.63%	777 $70.2 Million
Q2 2023 Oct 13, 2023	BUY	$76.59 - $87.23 $459 - $523	6 Added 0.9%	672 $54.5 Million
Q1 2023 Oct 13, 2023	BUY	$76.97 - $93.11 $538 - $651	7 Added 1.06%	666 $55.1 Million
Q4 2022 Oct 13, 2023	BUY	$76.09 - $94.08 $532 - $658	7 Added 1.07%	659 $57.6 Million
Q3 2022 Oct 13, 2023	BUY	$67.49 - $84.09 $472 - $588	7 Added 1.09%	652 $47 Million
Q2 2022 Oct 13, 2023	SELL	$70.66 - $92.28 $44,091 - $57,582	-624 Reduced 49.17%	645 $46.1 Million
Q1 2022 Oct 13, 2023	BUY	$57.22 - $78.75 $686 - $945	12 Added 0.95%	1,269 $97 Million
Q4 2021 Oct 13, 2023	BUY	$53.01 - $59.14 $66,633 - $74,338	1,257 New	1,257 $69.8 Million

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Wfa Asset Management Corp Energy Sector Spdr Transaction History