Private Wealth Asset Management, LLC Energy Sector Spdr Transaction History

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025

A detailed history of Private Wealth Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 10,237 shares of XLE stock, worth $942,008. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,237
Previous 10,079 1.57%
Holding current value
$942,008
Previous $855 Million 99.89%
% of portfolio
0.11%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$84.25 - $91.99 $13,311 - $14,534
158 Added 1.57%
10,237 $914,000
Q2 2025

Jul 28, 2025
SELL
$76.44 - $94.13 $140,649 - $173,199
-1,840 Reduced 15.44%
10,079 $855 Million
Q1 2025

May 15, 2025
BUY
$85.7 - $93.96 $1.02 Million - $1.12 Million
11,919 New
11,919 $1.11 Billion

Others Institutions Holding XLE

# of Institutions
2,119
Shares Held
214M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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