Ae Wealth Management LLC Energy Sector Spdr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ae Wealth Management LLC holds 211,892 shares of XLE stock, worth $19.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
211,892
Previous 188,845 12.2%
Holding current value
$19.5 Million
Previous $16 Million 18.2%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 03, 2025
BUY
$84.25 - $91.99 $1.94 Million - $2.12 Million
23,047 Added 12.2%
211,892 $18.9 Million
Q2 2025

Aug 06, 2025
SELL
$76.44 - $94.13 $5.1 Million - $6.29 Million
-66,776 Reduced 26.12%
188,845 $16 Million
Q1 2025

May 06, 2025
BUY
$85.7 - $93.96 $8.31 Million - $9.12 Million
97,016 Added 61.17%
255,621 $23.9 Million
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $2.33 Million - $2.72 Million
27,923 Added 21.37%
158,605 $13.6 Million
Q3 2024

Nov 14, 2024
BUY
$84.35 - $93.39 $1.68 Million - $1.86 Million
19,966 Added 18.03%
130,682 $11.5 Million
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $1.34 Million - $1.49 Million
15,182 Added 15.89%
110,716 $10.1 Million
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $10.1 Million - $12 Million
-126,745 Reduced 57.02%
95,534 $9.02 Million
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $384,482 - $435,430
-4,735 Reduced 2.09%
222,279 $18.6 Million
Q3 2023

Oct 11, 2023
SELL
$79.09 - $93.36 $1.29 Million - $1.53 Million
-16,371 Reduced 6.73%
227,014 $20.5 Million
Q2 2023

Jul 10, 2023
SELL
$76.59 - $87.23 $92,290 - $105,112
-1,205 Reduced 0.49%
243,385 $19.8 Million
Q1 2023

Apr 14, 2023
SELL
$76.97 - $93.11 $4.24 Million - $5.13 Million
-55,104 Reduced 18.39%
244,590 $20.3 Million
Q4 2022

Jan 31, 2023
BUY
$76.09 - $94.08 $766,454 - $947,667
10,073 Added 3.48%
299,694 $26.2 Million
Q3 2022

Oct 25, 2022
SELL
$67.49 - $84.09 $4.33 Million - $5.39 Million
-64,113 Reduced 18.12%
289,621 $20.9 Million
Q2 2022

Aug 03, 2022
SELL
$70.66 - $92.28 $5.68 Million - $7.41 Million
-80,349 Reduced 18.51%
353,734 $25.3 Million
Q1 2022

Apr 18, 2022
BUY
$57.22 - $78.75 $1.79 Million - $2.46 Million
31,269 Added 7.76%
434,083 $33.2 Million
Q4 2021

Jan 20, 2022
BUY
$53.01 - $59.14 $5.13 Million - $5.72 Million
96,709 Added 31.59%
402,814 $22.4 Million
Q3 2021

Nov 01, 2021
SELL
$45.79 - $54.81 $547,236 - $655,034
-11,951 Reduced 3.76%
306,105 $15.9 Million
Q2 2021

Jul 21, 2021
BUY
$47.07 - $56.19 $4.12 Million - $4.92 Million
87,509 Added 37.96%
318,056 $17.1 Million
Q1 2021

Apr 27, 2021
BUY
$37.96 - $53.57 $2.55 Million - $3.6 Million
67,233 Added 41.17%
230,547 $11.3 Million
Q4 2020

Feb 01, 2021
BUY
$27.71 - $41.6 $1.56 Million - $2.35 Million
56,395 Added 52.75%
163,314 $6.19 Million
Q3 2020

Nov 06, 2020
SELL
$29.95 - $38.58 $226,751 - $292,089
-7,571 Reduced 6.61%
106,919 $3.2 Million
Q2 2020

Aug 05, 2020
BUY
$27.62 - $46.86 $1.79 Million - $3.03 Million
64,628 Added 129.61%
114,490 $4.33 Million
Q1 2020

May 07, 2020
BUY
$23.57 - $60.87 $239,824 - $619,352
10,175 Added 25.64%
49,862 $1.45 Million
Q4 2019

Jan 15, 2020
BUY
$55.9 - $61.99 $676,110 - $749,769
12,095 Added 43.84%
39,687 $2.38 Million
Q3 2019

Nov 05, 2019
BUY
$59.2 - $63.13 $620,356 - $661,539
10,479 Added 61.23%
27,592 $1.63 Million
Q2 2019

Jul 22, 2019
BUY
N/A
8,236 Added 92.78%
17,113 $1.09 Million
Q1 2019

May 14, 2019
SELL
N/A
-5,874 Reduced 39.82%
8,877 $587,000
Q4 2018

Feb 15, 2019
SELL
N/A
-10,617 Reduced 41.85%
14,751 $846,000
Q3 2018

Nov 14, 2018
BUY
N/A
18,839 Added 288.54%
25,368 $1.92 Million
Q2 2018

Aug 15, 2018
BUY
N/A
3,243 Added 98.69%
6,529 $496,000
Q1 2018

May 14, 2018
SELL
N/A
-583 Reduced 15.07%
3,286 $222,000
Q4 2017

Feb 06, 2018
SELL
N/A
-4,046 Reduced 51.12%
3,869 $280,000
Q3 2017

Nov 08, 2017
BUY
N/A
811 Added 11.42%
7,915 $542,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,104
7,104 $461,000

Others Institutions Holding XLE

# of Institutions
2,121
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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