Blue Bell Private Wealth Management, LLC Energy Sector Spdr Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 26,266 shares of XLE stock, worth $2.42 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

26,266

Previous 26,347 0.31%

Holding current value

$2.42 Million

Previous $2.23 Million 5.01%

% of portfolio

0.37%

Previous 0.39%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$84.25 - $91.99 $6,824 - $7,451	-81 Reduced 0.31%	26,266 $2.35 Million
Q2 2025 Aug 11, 2025	BUY	$76.44 - $94.13 $34,092 - $41,981	446 Added 1.72%	26,347 $2.23 Million
Q1 2025 May 05, 2025	BUY	$85.7 - $93.96 $2.22 Million - $2.43 Million	25,901 New	25,901 $2.42 Million
Q2 2023 Aug 08, 2023	BUY	$76.59 - $87.23 $2,374 - $2,704	31 Added 18.34%	200 $16,000
Q1 2023 May 08, 2023	SELL	$76.97 - $93.11 $12,161 - $14,711	-158 Reduced 48.32%	169 $13,000

Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $13,497 - $16,818	200 Added 157.48%	327 $24,000
Q1 2022 Apr 21, 2022	BUY	$57.22 - $78.75 $2,861 - $3,937	50 Added 64.94%	127 $10,000
Q4 2021 Jan 26, 2022	BUY	$53.01 - $59.14 $4,081 - $4,553	77 New	77 $4,000
Q4 2018 Jan 16, 2019	SELL	N/A	-300 Closed	0 $0
Q4 2017 Jan 31, 2018	SELL	N/A	-321 Reduced 51.69%	300 $21,000
Q3 2017 Oct 24, 2017	BUY	N/A	621	621 $43,000

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.5M

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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Account

Blue Bell Private Wealth Management, LLC Energy Sector Spdr Transaction History