Winch Advisory Services, LLC Energy Sector Spdr Transaction History

Winch Advisory Services, LLC

$357 Million
Q1 2025

A detailed history of Winch Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,562 shares of XLE stock, worth $128,427. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,562

Previous 1,633 4.35%

Holding current value

$128,427

Previous $139,000 4.32%

% of portfolio

0.04%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$85.7 - $93.96 $6,084 - $6,671	-71 Reduced 4.35%	1,562 $145,000
Q4 2024 Jan 14, 2025	SELL	$83.32 - $97.27 $19,830 - $23,150	-238 Reduced 12.72%	1,633 $139,000
Q3 2024 Oct 21, 2024	SELL	$84.35 - $93.39 $1,096 - $1,214	-13 Reduced 0.69%	1,871 $164,000
Q2 2024 Jul 31, 2024	SELL	$88.04 - $98.08 $13,470 - $15,006	-153 Reduced 7.51%	1,884 $171,000
Q1 2024 May 14, 2024	SELL	$79.91 - $94.41 $12,785 - $15,105	-160 Reduced 7.28%	2,037 $192,000
Q4 2023 Jan 18, 2024	SELL	$81.2 - $91.96 $1,867 - $2,115	-23 Reduced 1.04%	2,197 $184,000
Q3 2023 Nov 06, 2023	SELL	$79.09 - $93.36 $4,508 - $5,321	-57 Reduced 2.5%	2,220 $201,000
Q2 2023 Aug 08, 2023	BUY	$76.59 - $87.23 $8,501 - $9,682	111 Added 5.12%	2,277 $185,000
Q1 2023 May 10, 2023	BUY	$76.97 - $93.11 $6,234 - $7,541	81 Added 3.88%	2,166 $179,000
Q4 2022 Jan 26, 2023	BUY	$76.09 - $94.08 $34,240 - $42,336	450 Added 27.52%	2,085 $182,000
Q3 2022 Oct 31, 2022	BUY	$67.49 - $84.09 $202 - $252	3 Added 0.18%	1,635 $118,000
Q2 2022 Aug 12, 2022	BUY	$70.66 - $92.28 $3,462 - $4,521	49 Added 3.1%	1,632 $117,000
Q1 2022 Apr 26, 2022	BUY	$57.22 - $78.75 $4,234 - $5,827	74 Added 4.9%	1,583 $121,000
Q4 2021 Feb 04, 2022	BUY	$53.01 - $59.14 $4,876 - $5,440	92 Added 6.49%	1,509 $84,000
Q3 2021 Nov 10, 2021	BUY	$45.79 - $54.81 $183 - $219	4 Added 0.28%	1,417 $74,000
Q2 2021 Aug 05, 2021	SELL	$47.07 - $56.19 $2.82 Million - $3.37 Million	-59,911 Reduced 97.7%	1,413 $76,000
Q1 2021 May 03, 2021	BUY	$37.96 - $53.57 $35,530 - $50,141	936 Added 1.55%	61,324 $3.01 Million
Q4 2020 Feb 09, 2021	BUY	$27.71 - $41.6 $1.64 Million - $2.46 Million	59,111 Added 4628.9%	60,388 $2.29 Million
Q3 2020 Nov 04, 2020	SELL	$29.95 - $38.58 $299 - $385	-10 Reduced 0.78%	1,277 $38,000
Q2 2020 Aug 12, 2020	BUY	$27.62 - $46.86 $193 - $328	7 Added 0.55%	1,287 $49,000
Q1 2020 May 13, 2020	BUY	$23.57 - $60.87 $542 - $1,400	23 Added 1.83%	1,280 $37,000
Q4 2019 Feb 12, 2020	SELL	$55.9 - $61.99 $69,036 - $76,557	-1,235 Reduced 49.56%	1,257 $75,000
Q3 2019 Nov 13, 2019	SELL	$59.2 - $63.13 $1,598 - $1,704	-27 Reduced 1.07%	2,492 $148,000
Q2 2019 Aug 07, 2019	SELL	N/A	-90 Reduced 3.45%	2,519 $160,000
Q1 2019 May 13, 2019	BUY	N/A	400 Added 18.11%	2,609 $172,000
Q4 2018 Feb 05, 2019	BUY	N/A	40 Added 1.84%	2,209 $127,000
Q3 2018 Nov 13, 2018	BUY	N/A	418 Added 23.87%	2,169 $164,000
Q2 2018 Aug 13, 2018	BUY	N/A	831 Added 90.33%	1,751 $133,000
Q3 2017 Nov 13, 2017	BUY	N/A	920	920 $64,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Winch Advisory Services, LLC Energy Sector Spdr Transaction History