Wfa Of San Diego, LLC Energy Sector Spdr Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 1,750 shares of XLE stock, worth $149,240. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,750
Previous 925 89.19%
Holding current value
$149,240
Previous $81,000 82.72%
% of portfolio
0.11%
Previous 0.07%

Shares

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

Aug 14, 2025
BUY
$76.44 - $94.13 $63,063 - $77,657
825 Added 89.19%
1,750 $148,000
Q2 2023

Aug 10, 2023
BUY
$76.59 - $87.23 $70,845 - $80,687
925 New
925 $75,000
Q4 2022

Jan 31, 2023
BUY
$76.09 - $94.08 $152,940 - $189,100
2,010 New
2,010 $175,000
Q2 2022

Jul 28, 2022
BUY
$70.66 - $92.28 $90,939 - $118,764
1,287 New
1,287 $92,000
Q1 2022

Apr 25, 2022
SELL
$57.22 - $78.75 $115,584 - $159,075
-2,020 Closed
0 $0
Q4 2021

Feb 07, 2022
SELL
$53.01 - $59.14 $1.37 Million - $1.53 Million
-25,789 Reduced 92.74%
2,020 $112,000
Q2 2020

Aug 18, 2020
BUY
$27.62 - $46.86 $768,084 - $1.3 Million
27,809 New
27,809 $1.67 Million

Others Institutions Holding XLE

# of Institutions
2,128
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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