Partners Wealth Management, LLC Energy Sector Spdr Transaction History

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Partners Wealth Management, LLC holds 9,679 shares of XLE stock, worth $890,661. This represents 0.85% of its overall portfolio holdings.

Number of Shares
9,679
Previous 10,329 6.29%
Holding current value
$890,661
Previous $971 Million 10.93%
% of portfolio
0.85%
Previous 1.11%

Shares

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

Oct 29, 2025
SELL
$84.25 - $91.99 $54,762 - $59,793
-650 Reduced 6.29%
9,679 $865 Million
Q1 2025

Apr 17, 2025
BUY
$85.7 - $93.96 $36,079 - $39,557
421 Added 4.25%
10,329 $965 Million
Q4 2024

Feb 04, 2025
BUY
$83.32 - $97.27 $825,534 - $963,751
9,908 New
9,908 $849 Million

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
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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