Apex Wealth Management, LLC Energy Sector Spdr Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

A detailed history of Apex Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,335 shares of XLE stock, worth $306,886. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,335
Previous 3,307 0.85%
Holding current value
$306,886
Previous $280 Million 6.22%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Oct 23, 2025
BUY
$84.25 - $91.99 $2,359 - $2,575
28 Added 0.85%
3,335 $298 Million
Q2 2025

Aug 08, 2025
SELL
$76.44 - $94.13 $6,420 - $7,906
-84 Reduced 2.48%
3,307 $280 Million
Q1 2025

Apr 29, 2025
SELL
$85.7 - $93.96 $21,339 - $23,396
-249 Reduced 6.84%
3,391 $317 Million
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $303,284 - $354,062
3,640 New
3,640 $312 Million

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
210M
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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