Bennett Associates Wealth Management Energy Sector Spdr Transaction History

Bennett Associates Wealth Management

  • $121 Billion
  • Q1 2025

A detailed history of Bennett Associates Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Bennett Associates Wealth Management holds 19,473 shares of XLE stock, worth $1.58 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
19,473
Previous 19,242 1.2%
Holding current value
$1.58 Million
Previous $1.65 Billion 10.4%
% of portfolio
1.5%
Previous 1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$85.7 - $93.96 $19,796 - $21,704
231 Added 1.2%
19,473 $1.82 Billion
Q4 2024

Jan 14, 2025
BUY
$83.32 - $97.27 $56,657 - $66,143
680 Added 3.66%
19,242 $1.65 Billion
Q3 2024

Nov 07, 2024
BUY
$84.35 - $93.39 $1.57 Million - $1.73 Million
18,562 New
18,562 $1.63 Billion

Others Institutions Holding XLE

# of Institutions
2,189
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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