A detailed history of Evoke Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evoke Wealth, LLC holds 115,643 shares of XLE stock, worth $9.79 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
115,643
Holding current value
$9.79 Million
% of portfolio
0.28%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$84.35 - $93.39 $9.75 Million - $10.8 Million
115,643 New
115,643 $10.2 Billion
Q1 2024

May 15, 2024

BUY
$79.91 - $94.41 $360,713 - $426,166
4,514 Added 2.27%
203,381 $19.2 Million
Q4 2023

Feb 12, 2024

BUY
$81.2 - $91.96 $15.1 Million - $17.2 Million
186,558 Added 1515.62%
198,867 $16.7 Million
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $461,964 - $545,315
-5,841 Reduced 32.18%
12,309 $1.11 Million
Q2 2023

Aug 09, 2023

SELL
$76.59 - $87.23 $68,088 - $77,547
-889 Reduced 4.67%
18,150 $1.47 Million
Q1 2023

May 08, 2023

BUY
$76.97 - $93.11 $97,520 - $117,970
1,267 Added 7.13%
19,039 $1.58 Million
Q4 2022

Feb 10, 2023

SELL
$76.09 - $94.08 $24,348 - $30,105
-320 Reduced 1.77%
17,772 $1.55 Million
Q3 2022

Nov 07, 2022

BUY
$67.49 - $84.09 $3,711 - $4,624
55 Added 0.3%
18,092 $1.3 Million
Q2 2022

Aug 04, 2022

SELL
$70.66 - $92.28 $28.4 Million - $37.1 Million
-402,270 Reduced 95.71%
18,037 $1.29 Million
Q1 2022

May 10, 2022

SELL
$57.22 - $78.75 $3,375 - $4,646
-59 Reduced 0.01%
420,307 $32.1 Million
Q4 2021

Feb 09, 2022

BUY
$53.01 - $59.14 $21.7 Million - $24.2 Million
409,788 Added 3873.96%
420,366 $23.3 Million
Q3 2021

Nov 12, 2021

SELL
$45.79 - $54.81 $813,413 - $973,644
-17,764 Reduced 62.68%
10,578 $551,000
Q2 2021

Aug 05, 2021

BUY
$47.07 - $56.19 $278,136 - $332,026
5,909 Added 26.34%
28,342 $1.53 Million
Q1 2021

May 13, 2021

SELL
$37.96 - $53.57 $152,864 - $215,726
-4,027 Reduced 15.22%
22,433 $1.1 Million
Q4 2020

Feb 12, 2021

BUY
$27.71 - $41.6 $262,025 - $393,369
9,456 Added 55.61%
26,460 $1 Million
Q3 2020

Nov 13, 2020

SELL
$29.95 - $38.58 $16,173 - $20,833
-540 Reduced 3.08%
17,004 $509,000
Q2 2020

Aug 10, 2020

BUY
$27.62 - $46.86 $298,019 - $505,619
10,790 Added 159.76%
17,544 $664,000
Q1 2020

May 07, 2020

BUY
$23.57 - $60.87 $159,191 - $411,115
6,754 New
6,754 $196 Million
Q4 2019

Feb 07, 2020

SELL
$55.9 - $61.99 $499,857 - $554,314
-8,942 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
$59.2 - $63.13 $529,366 - $564,508
8,942 New
8,942 $529 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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