Balboa Wealth Partners Energy Sector Spdr Transaction History

Balboa Wealth Partners

$572 Million
Q4 2025

A detailed history of Balboa Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Balboa Wealth Partners holds 55,811 shares of XLE stock, worth $5.14 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

55,811

Previous 27,772 100.96%

Holding current value

$5.14 Million

Previous $2.48 Million 106.97%

% of portfolio

0.9%

Previous 0.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$85.22 - $92.02 $2.39 Million - $2.58 Million	28,039 Added 100.96%	55,811 $5.14 Million
Q3 2025 Nov 06, 2025	BUY	$84.25 - $91.99 $12,300 - $13,430	146 Added 0.53%	27,772 $2.48 Million
Q2 2025 Jul 29, 2025	BUY	$76.44 - $94.13 $388,620 - $478,556	5,084 Added 22.55%	27,626 $2.34 Million
Q1 2025 Apr 23, 2025	BUY	$85.7 - $93.96 $630,837 - $691,639	7,361 Added 48.49%	22,542 $2.11 Million
Q4 2024 Feb 10, 2025	BUY	$83.32 - $97.27 $301,118 - $351,533	3,614 Added 31.24%	15,181 $1.3 Million

Q3 2024 Nov 06, 2024	SELL	$84.35 - $93.39 $615,923 - $681,933	-7,302 Reduced 38.7%	11,567 $1.02 Million
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $14,526 - $16,183	165 Added 0.88%	18,869 $1.72 Million
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $749,395 - $885,376	-9,378 Reduced 33.4%	18,704 $1.77 Million
Q4 2023 Feb 09, 2024	BUY	$81.2 - $91.96 $296,542 - $335,837	3,652 Added 14.95%	28,082 $2.35 Million
Q3 2023 Oct 23, 2023	SELL	$79.09 - $93.36 $123,617 - $145,921	-1,563 Reduced 6.01%	24,430 $2.21 Million
Q2 2023 Aug 08, 2023	BUY	$76.59 - $87.23 $1.46 Million - $1.66 Million	19,036 Added 273.62%	25,993 $2.11 Million
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $31,711 - $38,361	412 Added 6.29%	6,957 $576,000
Q4 2022 Feb 14, 2023	SELL	$76.09 - $94.08 $23,055 - $28,506	-303 Reduced 4.42%	6,545 $572,000
Q3 2022 Jan 04, 2023	BUY	$67.49 - $84.09 $462,171 - $575,848	6,848 New	6,848 $493,000

Others Institutions Holding XLE

# of Institutions

2,118

Shares Held

217M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Balboa Wealth Partners Energy Sector Spdr Transaction History