Global Wealth Strategies & Associates Energy Sector Spdr Transaction History

Global Wealth Strategies & Associates

  • $304 Billion
  • Q3 2024

A detailed history of Global Wealth Strategies & Associates transactions in Energy Sector Spdr stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 13,499 shares of XLE stock, worth $1.14 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
13,499
Previous 43,298 68.82%
Holding current value
$1.14 Million
Previous $3.95 Billion 69.97%
% of portfolio
0.39%
Previous 1.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
SELL
$84.35 - $93.39 $2.51 Million - $2.78 Million
-29,799 Reduced 68.82%
13,499 $1.19 Billion
Q2 2024

Jul 02, 2024
BUY
$88.04 - $98.08 $134,701 - $150,062
1,530 Added 3.66%
43,298 $3.95 Billion
Q1 2024

Apr 01, 2024
BUY
$79.91 - $94.41 $145,835 - $172,298
1,825 Added 4.57%
41,768 $3.94 Billion
Q4 2023

Jan 02, 2024
BUY
$81.2 - $91.96 $130,975 - $148,331
1,613 Added 4.21%
39,943 $3.35 Billion
Q3 2023

Oct 20, 2023
SELL
$79.09 - $93.36 $254,353 - $300,245
-3,216 Reduced 7.74%
38,330 $3.46 Billion
Q2 2023

Jul 05, 2023
BUY
$76.59 - $87.23 $183,586 - $209,090
2,397 Added 6.12%
41,546 $3.37 Billion
Q1 2023

Apr 03, 2023
BUY
$76.97 - $93.11 $217,055 - $262,570
2,820 Added 7.76%
39,149 $3.24 Billion
Q4 2022

Jan 17, 2023
BUY
$76.09 - $94.08 $2.76 Million - $3.42 Million
36,329 New
36,329 $3.18 Billion

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email