Wr Wealth Planners, LLC Energy Sector Spdr Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 351 shares of XLE stock, worth $31,614. This represents 0.01% of its overall portfolio holdings.

Number of Shares
351
Previous 448 21.65%
Holding current value
$31,614
Previous $39,000 23.08%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$83.32 - $97.27 $8,082 - $9,435
-97 Reduced 21.65%
351 $30,000
Q3 2024

Oct 17, 2024
BUY
$84.35 - $93.39 $253 - $280
3 Added 0.67%
448 $39,000
Q2 2024

Jul 31, 2024
SELL
$88.04 - $98.08 $2,641 - $2,942
-30 Reduced 6.32%
445 $40,000
Q1 2024

Jul 31, 2024
BUY
$79.91 - $94.41 $37,957 - $44,844
475 New
475 $44,000
Q3 2023

Aug 01, 2024
SELL
$79.09 - $93.36 $2,609 - $3,080
-33 Reduced 2.2%
1,467 $133 Million
Q2 2023

Aug 01, 2024
BUY
$76.59 - $87.23 $80,802 - $92,027
1,055 Added 237.08%
1,500 $122 Million
Q1 2023

Aug 01, 2024
BUY
$76.97 - $93.11 $66,579 - $80,540
865 Added 194.38%
1,310 $108 Million
Q4 2022

Oct 10, 2024
SELL
$76.09 - $94.08 $469,399 - $580,379
-6,169 Reduced 70.79%
2,546 $223 Million
Q3 2022

Oct 10, 2024
BUY
$67.49 - $84.09 $558,142 - $695,424
8,270 Added 1858.43%
8,715 $628 Million
Q2 2022

Oct 17, 2024
SELL
$70.66 - $92.28 $25,720 - $33,589
-364 Reduced 3.58%
9,803 $701 Million
Q1 2022

Oct 17, 2024
BUY
$57.22 - $78.75 $556,121 - $765,371
9,719 Added 2169.42%
10,167 $777 Million

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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