Wmg Financial Advisors, LLC Energy Sector Spdr Transaction History

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 16,129 shares of XLE stock, worth $1.38 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,129
Previous 3,579 350.66%
Holding current value
$1.38 Million
Previous $334,000 309.28%
% of portfolio
0.55%
Previous 0.16%

Shares

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

Jul 24, 2025
BUY
$76.44 - $94.13 $959,322 - $1.18 Million
12,550 Added 350.66%
16,129 $1.37 Million
Q1 2025

May 06, 2025
SELL
$85.7 - $93.96 $584,902 - $641,277
-6,825 Reduced 65.6%
3,579 $334,000
Q4 2024

Feb 06, 2025
BUY
$83.32 - $97.27 $521,666 - $609,007
6,261 Added 151.12%
10,404 $891,000
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $30,197 - $33,433
358 Added 9.46%
4,143 $363,000
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $333,231 - $371,232
3,785 New
3,785 $345,000

Others Institutions Holding XLE

# of Institutions
2,116
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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