Wilbanks Smith & Thomas Asset Management LLC Energy Sector Spdr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 4,848 shares of XLE stock, worth $409,995. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,848
Previous 6,362 23.8%
Holding current value
$409,995
Previous $533,000 14.26%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$79.91 - $94.41 $120,983 - $142,936
-1,514 Reduced 23.8%
4,848 $457,000
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $33,454 - $37,887
412 Added 6.92%
6,362 $533,000
Q3 2023

Nov 06, 2023
BUY
$79.09 - $93.36 $23,252 - $27,447
294 Added 5.2%
5,950 $537,000
Q2 2023

Aug 08, 2023
BUY
$76.59 - $87.23 $38,754 - $44,138
506 Added 9.83%
5,656 $459,000
Q1 2023

May 05, 2023
SELL
$76.97 - $93.11 $923 - $1,117
-12 Reduced 0.23%
5,150 $426,000
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $42,001 - $51,932
552 Added 11.97%
5,162 $451,000
Q3 2022

Oct 31, 2022
SELL
$67.49 - $84.09 $59,391 - $73,999
-880 Reduced 16.03%
4,610 $332,000
Q2 2022

Aug 03, 2022
BUY
$70.66 - $92.28 $387,923 - $506,617
5,490 New
5,490 $393,000
Q4 2018

Feb 08, 2019
SELL
N/A
-1,672 Closed
0 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-4,650 Reduced 73.55%
1,672 $127,000
Q2 2018

Aug 08, 2018
BUY
N/A
6,322 New
6,322 $480,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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