Dakota Wealth Management Energy Sector Spdr Transaction History

Dakota Wealth Management

$4.24 Billion
Q4 2024

A detailed history of Dakota Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Dakota Wealth Management holds 151,898 shares of XLE stock, worth $13.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

151,898

Previous 152,884 0.64%

Holding current value

$13.7 Million

Previous $13.4 Million 3.07%

% of portfolio

0.31%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$83.32 - $97.27 $82,153 - $95,908	-986 Reduced 0.64%	151,898 $13 Million
Q3 2024 Oct 23, 2024	SELL	$84.35 - $93.39 $278,355 - $308,187	-3,300 Reduced 2.11%	152,884 $13.4 Million
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $230,928 - $257,263	-2,623 Reduced 1.65%	156,184 $14.2 Million
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $326,352 - $385,570	4,084 Added 2.64%	158,807 $15 Million
Q4 2023 Jan 30, 2024	SELL	$81.2 - $91.96 $112,543 - $127,456	-1,386 Reduced 0.89%	154,723 $13 Million
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $138,328 - $163,286	1,749 Added 1.13%	156,109 $14.1 Million
Q2 2023 Jul 31, 2023	BUY	$76.59 - $87.23 $10.4 Million - $11.9 Million	136,307 Added 755.04%	154,360 $12.5 Million
Q1 2023 Apr 14, 2023	SELL	$76.97 - $93.11 $51,492 - $62,290	-669 Reduced 3.57%	18,053 $1.5 Million
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $87,123 - $107,721	1,145 Added 6.51%	18,722 $1.64 Million
Q3 2022 Nov 10, 2022	BUY	$67.49 - $84.09 $1.19 Million - $1.48 Million	17,577 New	17,577 $1.27 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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Dakota Wealth Management Energy Sector Spdr Transaction History