A detailed history of Aventura Private Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 5,090 shares of XLE stock, worth $468,381. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,090
Holding current value
$468,381
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$85.22 - $92.02 $433,769 - $468,381
5,090 New
5,090 $228 Million
Q3 2025

Jan 07, 2026

SELL
$84.25 - $91.99 $94,191 - $102,844
-1,118 Reduced 30.54%
2,543 $227 Million
Q2 2025

Jan 07, 2026

BUY
$76.44 - $94.13 $305 - $376
4 Added 0.11%
3,661 $310 Million
Q1 2025

Jan 07, 2026

SELL
$85.7 - $93.96 $122,808 - $134,644
-1,433 Reduced 28.15%
3,657 $342 Million
Q4 2024

Jan 07, 2026

SELL
$83.32 - $97.27 $116,897 - $136,469
-1,403 Reduced 27.56%
3,687 $316 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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