Act Wealth Management, LLC Energy Sector Spdr Transaction History

Act Wealth Management, LLC

  • $220 Million
  • Q1 2025

A detailed history of Act Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Act Wealth Management, LLC holds 78,651 shares of XLE stock, worth $6.4 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
78,651
Previous 73,796 6.58%
Holding current value
$6.4 Million
Previous $6.32 Million 15.0%
% of portfolio
3.3%
Previous 2.96%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$85.7 - $93.96 $416,073 - $456,175
4,855 Added 6.58%
78,651 $7.27 Million
Q4 2024

Jan 16, 2025
BUY
$83.32 - $97.27 $162,390 - $189,579
1,949 Added 2.71%
73,796 $6.32 Million
Q3 2024

Oct 08, 2024
BUY
$84.35 - $93.39 $102,822 - $113,842
1,219 Added 1.73%
71,847 $6.31 Million
Q2 2024

Jul 11, 2024
BUY
$88.04 - $98.08 $26,059 - $29,031
296 Added 0.42%
70,628 $6.44 Million
Q1 2024

Apr 09, 2024
BUY
$79.91 - $94.41 $243,885 - $288,139
3,052 Added 4.54%
70,332 $6.64 Million
Q4 2023

Jan 17, 2024
SELL
$81.2 - $91.96 $210,876 - $238,820
-2,597 Reduced 3.72%
67,280 $5.64 Million
Q3 2023

Oct 10, 2023
SELL
$79.09 - $93.36 $63,983 - $75,528
-809 Reduced 1.14%
69,877 $6.32 Million
Q2 2023

Jul 14, 2023
BUY
$76.59 - $87.23 $501,970 - $571,705
6,554 Added 10.22%
70,686 $5.74 Million
Q1 2023

Apr 13, 2023
BUY
$76.97 - $93.11 $36,714 - $44,413
477 Added 0.75%
64,132 $5.31 Million
Q4 2022

Jan 19, 2023
BUY
$76.09 - $94.08 $142,668 - $176,400
1,875 Added 3.03%
63,655 $0
Q3 2022

Oct 24, 2022
BUY
$67.49 - $84.09 $73,631 - $91,742
1,091 Added 1.8%
61,780 $4.45 Million
Q2 2022

Jul 08, 2022
SELL
$70.66 - $92.28 $1.65 Million - $2.16 Million
-23,378 Reduced 27.81%
60,689 $4.34 Million
Q1 2022

Apr 12, 2022
BUY
$57.22 - $78.75 $4.81 Million - $6.62 Million
84,067 New
84,067 $6.43 Million

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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