Wisconsin Wealth Advisors, LLC Energy Sector Spdr Transaction History

Wisconsin Wealth Advisors, LLC

  • $105 Billion
  • Q3 2025

A detailed history of Wisconsin Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wisconsin Wealth Advisors, LLC holds 11,195 shares of XLE stock, worth $995,347. This represents 0.95% of its overall portfolio holdings.

Number of Shares
11,195
Previous 11,427 2.03%
Holding current value
$995,347
Previous $969 Million 3.2%
% of portfolio
0.95%
Previous 1.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$84.25 - $91.99 $19,546 - $21,341
-232 Reduced 2.03%
11,195 $1 Billion
Q2 2025

Aug 12, 2025
SELL
$76.44 - $94.13 $110,914 - $136,582
-1,451 Reduced 11.27%
11,427 $969 Million
Q1 2025

Aug 12, 2025
BUY
$85.7 - $93.96 $136,434 - $149,584
1,592 Added 14.11%
12,878 $1.2 Billion
Q4 2024

Aug 12, 2025
BUY
$83.32 - $97.27 $940,349 - $1.1 Million
11,286 New
11,286 $967 Million

Others Institutions Holding XLE

# of Institutions
2,113
Shares Held
458M
Call Options Held
59.2M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wisconsin Wealth Advisors, LLC Portfolio

Follow Wisconsin Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wisconsin Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wisconsin Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email