Legacy Wealth Managment, Llc/Id Energy Sector Spdr Transaction History

Legacy Wealth Managment, Llc/Id

  • $145 Million
  • Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Energy Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 329 shares of XLE stock, worth $30,274. This represents 0.02% of its overall portfolio holdings.

Number of Shares
329
Previous 167 97.01%
Holding current value
$30,274
Previous $14,000 107.14%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$84.25 - $91.99 $13,648 - $14,902
162 Added 97.01%
329 $29,000
Q2 2025

Aug 06, 2025
BUY
$76.44 - $94.13 $7,644 - $9,413
100 Added 149.25%
167 $14,000
Q1 2025

May 16, 2025
SELL
$85.7 - $93.96 $13,540 - $14,845
-158 Reduced 70.22%
67 $6,000
Q3 2024

Nov 15, 2024
BUY
$84.35 - $93.39 $18,978 - $21,012
225 New
225 $19,000

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.6M
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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