Elmwood Wealth Management, Inc. Energy Sector Spdr Transaction History

Elmwood Wealth Management, Inc.

  • $280 Million
  • Q4 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 4,829 shares of XLE stock, worth $444,364. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,829
Holding current value
$444,364
% of portfolio
0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$85.22 - $92.02 $411,527 - $444,364
4,829 New
4,829 $444,000
Q2 2020

Aug 13, 2020
SELL
$27.62 - $46.86 $1,491 - $2,530
-54 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$23.57 - $60.87 $1,272 - $3,286
54 New
54 $0
Q4 2019

Feb 05, 2020
SELL
$55.9 - $61.99 $6,037 - $6,694
-108 Closed
0 $0
Q3 2019

Nov 13, 2019
SELL
$59.2 - $63.13 $177 - $189
-3 Reduced 2.7%
108 $6,000
Q4 2018

Feb 14, 2019
BUY
N/A
57 Added 105.56%
111 $0
Q1 2018

May 10, 2018
BUY
N/A
54 New
54 $3.65 Million

Others Institutions Holding XLE

# of Institutions
2,140
Shares Held
233M
Call Options Held
57.4M
Put Options Held
128M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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