Wj Wealth Management, LLC Energy Sector Spdr Transaction History

Wj Wealth Management, LLC

$245 Million
Q1 2025

A detailed history of Wj Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wj Wealth Management, LLC holds 12,113 shares of XLE stock, worth $987,572. This represents 0.46% of its overall portfolio holdings.

Number of Shares

12,113

Previous 13,803 12.24%

Holding current value

$987,572

Previous $1.18 Million 4.31%

% of portfolio

0.46%

Previous 0.44%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$85.7 - $93.96 $144,833 - $158,792	-1,690 Reduced 12.24%	12,113 $1.13 Million
Q4 2024 Jan 24, 2025	SELL	$83.32 - $97.27 $109,149 - $127,423	-1,310 Reduced 8.67%	13,803 $1.18 Million
Q3 2024 Oct 31, 2024	SELL	$84.35 - $93.39 $29,522 - $32,686	-350 Reduced 2.26%	15,113 $1.33 Million
Q2 2024 Aug 09, 2024	SELL	$88.04 - $98.08 $57,226 - $63,752	-650 Reduced 4.03%	15,463 $1.41 Million
Q1 2024 Apr 17, 2024	SELL	$79.91 - $94.41 $63,928 - $75,528	-800 Reduced 4.73%	16,113 $1.52 Million
Q4 2023 Jan 12, 2024	SELL	$81.2 - $91.96 $5,846 - $6,621	-72 Reduced 0.42%	16,913 $1.42 Million
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $108,986 - $128,650	-1,378 Reduced 7.5%	16,985 $1.54 Million
Q2 2023 Jul 11, 2023	BUY	$76.59 - $87.23 $590,815 - $672,892	7,714 Added 72.44%	18,363 $1.49 Million
Q1 2023 Apr 12, 2023	SELL	$76.97 - $93.11 $7.46 Million - $9.02 Million	-96,926 Reduced 90.1%	10,649 $882,000
Q4 2022 Feb 15, 2023	BUY	$76.09 - $94.08 $1.41 Million - $1.74 Million	18,519 Added 20.79%	107,575 $9.41 Million
Q3 2022 Oct 18, 2022	SELL	$67.49 - $84.09 $3.92 Million - $4.89 Million	-58,122 Reduced 39.49%	89,056 $6.41 Million
Q2 2022 Aug 05, 2022	BUY	$70.66 - $92.28 $1.41 Million - $1.84 Million	19,901 Added 15.64%	147,178 $10.5 Million
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $7.28 Million - $10 Million	127,277 New	127,277 $9.72 Million
Q3 2021 Oct 13, 2021	SELL	$45.79 - $54.81 $231,926 - $277,612	-5,065 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$47.07 - $56.19 $238,409 - $284,602	5,065 New	5,065 $273,000

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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Wj Wealth Management, LLC Energy Sector Spdr Transaction History