A detailed history of Wfa Asset Management Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Wfa Asset Management Corp holds 722 shares of XLE stock, worth $61,110. This represents 0.03% of its overall portfolio holdings.

Number of Shares
722
Previous 717 0.7%
Holding current value
$61,110
Previous $65.3 Million 2.88%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 29, 2024

BUY
$84.35 - $93.39 $421 - $466
5 Added 0.7%
722 $63.4 Million
Q2 2024

Jul 19, 2024

SELL
$88.04 - $98.08 $13,294 - $14,810
-151 Reduced 17.4%
717 $65.3 Million
Q1 2024

Apr 18, 2024

BUY
$79.91 - $94.41 $479 - $566
6 Added 0.7%
868 $81.9 Million
Q4 2023

May 24, 2024

BUY
$81.2 - $91.96 $6,902 - $7,816
85 Added 10.94%
862 $72.3 Million
Q4 2023

Jan 31, 2024

BUY
$81.2 - $91.96 $6,902 - $7,816
85 Added 10.94%
862 $72.3 Million
Q3 2023

May 24, 2024

SELL
$79.09 - $93.36 $7,197 - $8,495
-91 Reduced 10.48%
777 $70.2 Million
Q3 2023

Oct 13, 2023

BUY
$79.09 - $93.36 $8,304 - $9,802
105 Added 15.63%
777 $70.2 Million
Q2 2023

Oct 13, 2023

BUY
$76.59 - $87.23 $459 - $523
6 Added 0.9%
672 $54.5 Million
Q1 2023

Oct 13, 2023

BUY
$76.97 - $93.11 $538 - $651
7 Added 1.06%
666 $55.1 Million
Q4 2022

Oct 13, 2023

BUY
$76.09 - $94.08 $532 - $658
7 Added 1.07%
659 $57.6 Million
Q3 2022

Oct 13, 2023

BUY
$67.49 - $84.09 $472 - $588
7 Added 1.09%
652 $47 Million
Q2 2022

Oct 13, 2023

SELL
$70.66 - $92.28 $44,091 - $57,582
-624 Reduced 49.17%
645 $46.1 Million
Q1 2022

Oct 13, 2023

BUY
$57.22 - $78.75 $686 - $945
12 Added 0.95%
1,269 $97 Million
Q4 2021

Oct 13, 2023

BUY
$53.01 - $59.14 $66,633 - $74,338
1,257 New
1,257 $69.8 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Wfa Asset Management Corp Portfolio

Follow Wfa Asset Management Corp 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 Wfa Asset Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Asset Management Corp with notifications on news.