Waypoint Wealth Counsel Energy Sector Spdr Transaction History

Waypoint Wealth Counsel

$253 Billion
Q3 2025

A detailed history of Waypoint Wealth Counsel transactions in Energy Sector Spdr stock. As of the latest transaction made, Waypoint Wealth Counsel holds 4,783 shares of XLE stock, worth $440,131. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,783

Previous 4,783 -0.0%

Holding current value

$440,131

Previous $406 Million 5.34%

% of portfolio

0.17%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$76.44 - $94.13 $840 - $1,035	11 Added 0.23%	4,783 $406 Million
Q1 2025 Apr 23, 2025	SELL	$85.7 - $93.96 $406,218 - $445,370	-4,740 Reduced 49.83%	4,772 $446 Million
Q3 2024 Oct 04, 2024	SELL	$84.35 - $93.39 $18,135 - $20,078	-215 Reduced 2.21%	9,512 $835 Million
Q2 2024 Jul 19, 2024	BUY	$88.04 - $98.08 $2,641 - $2,942	30 Added 0.31%	9,727 $887 Million
Q3 2023 Apr 03, 2024	SELL	$79.09 - $93.36 $10,044 - $11,856	-127 Reduced 1.29%	9,697 $877 Million

Q1 2023 Apr 04, 2024	BUY	$76.97 - $93.11 $9,775 - $11,824	127 Added 1.31%	9,824 $814 Million
Q4 2022 Mar 22, 2024	BUY	$76.09 - $94.08 $747,508 - $924,241	9,824 New	9,824 $859 Million

Others Institutions Holding XLE

# of Institutions

2,120

Shares Held

217M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Waypoint Wealth Counsel Energy Sector Spdr Transaction History