Ars Wealth Advisors Group, LLC Energy Sector Spdr Transaction History

Ars Wealth Advisors Group, LLC

$1.09 Billion
Q4 2025

A detailed history of Ars Wealth Advisors Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 6,291 shares of XLE stock, worth $578,897. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,291

Previous 3,231 94.71%

Holding current value

$578,897

Previous $288,000 100.69%

% of portfolio

0.05%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$85.22 - $92.02 $260,773 - $281,581	3,060 Added 94.71%	6,291 $578,000
Q3 2025 Oct 06, 2025	BUY	$84.25 - $91.99 $22,831 - $24,929	271 Added 9.16%	3,231 $288,000
Q2 2025 Jul 10, 2025	SELL	$76.44 - $94.13 $15,288 - $18,826	-200 Reduced 6.33%	2,960 $251,000
Q1 2025 Apr 14, 2025	SELL	$85.7 - $93.96 $7,713 - $8,456	-90 Reduced 2.77%	3,160 $292,000
Q4 2024 Jan 14, 2025	SELL	$83.32 - $97.27 $24,912 - $29,083	-299 Reduced 8.42%	3,250 $278,000

Q3 2024 Oct 15, 2024	BUY	$84.35 - $93.39 $23,871 - $26,429	283 Added 8.67%	3,549 $311,000
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $264 - $294	-3 Reduced 0.09%	3,266 $297,000
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $54,338 - $64,198	680 Added 26.26%	3,269 $308,000
Q4 2023 Feb 06, 2024	BUY	$81.2 - $91.96 $210,226 - $238,084	2,589 New	2,589 $217,000

Others Institutions Holding XLE

# of Institutions

2,128

Shares Held

221M

Call Options Held

57.3M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ars Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ars Wealth Advisors Group, LLC with notifications on news.

Account

Ars Wealth Advisors Group, LLC Energy Sector Spdr Transaction History