Birchcreek Wealth Management, LLC Energy Sector Spdr Transaction History

Birchcreek Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 6,833 shares of XLE stock, worth $597,409. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,833
Previous 6,049 12.96%
Holding current value
$597,409
Previous $531,000 10.17%
% of portfolio
0.37%
Previous 0.35%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$83.32 - $97.27 $65,322 - $76,259
784 Added 12.96%
6,833 $585,000
Q3 2024

Nov 06, 2024
SELL
$84.35 - $93.39 $490,748 - $543,343
-5,818 Reduced 49.03%
6,049 $531,000
Q2 2024

Aug 02, 2024
SELL
$88.04 - $98.08 $194,480 - $216,658
-2,209 Reduced 15.69%
11,867 $1.08 Million
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $40,754 - $48,149
510 Added 3.76%
14,076 $1.33 Million
Q4 2023

Feb 05, 2024
BUY
$81.2 - $91.96 $91,350 - $103,455
1,125 Added 9.04%
13,566 $1.14 Million
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $150,824 - $178,037
1,907 Added 18.1%
12,441 $1.12 Million
Q2 2023

Jul 20, 2023
BUY
$76.59 - $87.23 $264,541 - $301,292
3,454 Added 48.79%
10,534 $855,000
Q1 2023

May 01, 2023
BUY
$76.97 - $93.11 $5,618 - $6,797
73 Added 1.04%
7,080 $586,000
Q4 2022

Feb 06, 2023
SELL
$76.09 - $94.08 $79,057 - $97,749
-1,039 Reduced 12.91%
7,007 $612,000
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $154,079 - $191,977
2,283 Added 39.61%
8,046 $579,000
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $141 - $184
-2 Reduced 0.03%
5,763 $412,000
Q1 2022

May 13, 2022
SELL
$57.22 - $78.75 $107,630 - $148,128
-1,881 Reduced 24.6%
5,765 $441,000
Q4 2021

Feb 09, 2022
SELL
$53.01 - $59.14 $149,753 - $167,070
-2,825 Reduced 26.98%
7,646 $424,000
Q3 2021

Nov 16, 2021
SELL
$45.79 - $54.81 $3,892 - $4,658
-85 Reduced 0.81%
10,471 $545,000
Q2 2021

Aug 16, 2021
SELL
$47.07 - $56.19 $28,242 - $33,714
-600 Reduced 5.38%
10,556 $569,000
Q1 2021

May 17, 2021
SELL
$37.96 - $53.57 $138,933 - $196,066
-3,660 Reduced 24.7%
11,156 $547,000
Q4 2020

Jan 28, 2021
BUY
$27.71 - $41.6 $410,551 - $616,345
14,816 New
14,816 $561,000

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
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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