A detailed history of Alteri Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Alteri Wealth LLC holds 3,515 shares of XLE stock, worth $323,450. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,515
Previous 3,558 1.21%
Holding current value
$323,450
Previous $302 Million 4.05%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 10, 2025

SELL
$84.25 - $91.99 $3,622 - $3,955
-43 Reduced 1.21%
3,515 $314 Million
Q2 2025

Aug 11, 2025

SELL
$76.44 - $94.13 $42,042 - $51,771
-550 Reduced 13.39%
3,558 $302 Million
Q1 2025

May 07, 2025

SELL
$85.7 - $93.96 $44,049 - $48,295
-514 Reduced 11.12%
4,108 $384 Million
Q4 2024

Feb 14, 2025

BUY
$83.32 - $97.27 $385,105 - $449,581
4,622 New
4,622 $396 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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