Golden State Wealth Management, LLC Energy Sector Spdr Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 10,366 shares of XLE stock, worth $943,306. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,366

Holding current value

$943,306

% of portfolio

0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$83.32 - $97.27 $368,690 - $430,419	4,425 Added 74.48%	10,366 $888 Million
Q1 2022 May 16, 2022	SELL	$57.22 - $78.75 $181,616 - $249,952	-3,174 Reduced 34.82%	5,941 $291,000
Q4 2021 Feb 14, 2022	SELL	$53.01 - $59.14 $7,686 - $8,575	-145 Reduced 1.57%	9,115 $506,000
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $7,967 - $9,536	174 Added 1.92%	9,260 $482,000
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $148,035 - $176,717	3,145 Added 52.94%	9,086 $489,000
Q1 2021 May 14, 2021	BUY	$37.96 - $53.57 $225,520 - $318,259	5,941 New	5,941 $291,000
Q4 2020 Jan 28, 2021	SELL	$27.71 - $41.6 $29,899 - $44,886	-1,079 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$29.95 - $38.58 $32,316 - $41,627	1,079 New	1,079 $32,000
Q2 2020 Aug 11, 2020	SELL	$27.62 - $46.86 $29,636 - $50,280	-1,073 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$23.57 - $60.87 $25,290 - $65,313	1,073 New	1,073 $31,000

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Golden State Wealth Management, LLC Energy Sector Spdr Transaction History