Core Wealth Partners LLC Energy Sector Spdr Transaction History

Core Wealth Partners LLC

$174 Billion
Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Core Wealth Partners LLC holds 2,411 shares of XLE stock, worth $217,158. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,411

Previous 3,196 24.56%

Holding current value

$217,158

Previous $281 Million 26.41%

% of portfolio

0.12%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$83.32 - $97.27 $65,406 - $76,356	-785 Reduced 24.56%	2,411 $206 Million
Q3 2024 Nov 04, 2024	BUY	$84.35 - $93.39 $1,265 - $1,400	15 Added 0.47%	3,196 $281 Million
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $25,355 - $28,247	288 Added 9.96%	3,181 $290 Million
Q1 2024 Apr 19, 2024	SELL	$79.91 - $94.41 $60,172 - $71,090	-753 Reduced 20.65%	2,893 $273 Million
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $1,299 - $1,471	16 Added 0.44%	3,646 $306 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $18,744 - $22,126	-237 Reduced 6.13%	3,630 $328 Million
Q2 2023 Aug 11, 2023	BUY	$76.59 - $87.23 $71,841 - $81,821	938 Added 32.02%	3,867 $314 Million
Q1 2023 May 11, 2023	BUY	$76.97 - $93.11 $225,445 - $272,719	2,929 New	2,929 $243 Million

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

229M

Call Options Held

54.1M

Put Options Held

115M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Core Wealth Partners LLC Energy Sector Spdr Transaction History