Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 276 shares of XLE stock, worth $25,397. This represents 0.02% of its overall portfolio holdings.

Number of Shares

276

Previous 278 0.72%

Holding current value

$25,397

Previous $23,000 4.35%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$84.25 - $91.99 $168 - $183	-2 Reduced 0.72%	276 $24,000
Q2 2025 Aug 13, 2025	SELL	$76.44 - $94.13 $83,931 - $103,354	-1,098 Reduced 79.8%	278 $23,000
Q1 2025 May 12, 2025	SELL	$85.7 - $93.96 $103,868 - $113,879	-1,212 Reduced 46.83%	1,376 $128,000
Q4 2024 Feb 13, 2025	SELL	$83.32 - $97.27 $54,407 - $63,517	-653 Reduced 20.15%	2,588 $221,000
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $26,570 - $29,417	-315 Reduced 8.86%	3,241 $285,000

Q2 2024 Aug 15, 2024	SELL	$88.04 - $98.08 $248,801 - $277,174	-2,826 Reduced 44.28%	3,556 $324,000
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $43,391 - $51,264	-543 Reduced 7.84%	6,382 $603,000
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $562,310 - $636,823	6,925 New	6,925 $581 Million

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.6M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Dynamic Wealth Strategies, LLC Energy Sector Spdr Transaction History