Executive Wealth Management, LLC Energy Sector Spdr Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Executive Wealth Management, LLC holds 8,254 shares of XLE stock, worth $759,533. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,254
Previous 9,745 15.3%
Holding current value
$759,533
Previous $855,000 17.31%
% of portfolio
0.06%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$83.32 - $97.27 $124,230 - $145,029
-1,491 Reduced 15.3%
8,254 $707,000
Q3 2024

Nov 01, 2024
SELL
$84.35 - $93.39 $15,773 - $17,463
-187 Reduced 1.88%
9,745 $855,000
Q2 2024

Aug 08, 2024
BUY
$88.04 - $98.08 $144,473 - $160,949
1,641 Added 19.79%
9,932 $905,000
Q1 2024

May 13, 2024
SELL
$79.91 - $94.41 $314,845 - $371,975
-3,940 Reduced 32.21%
8,291 $782,000
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $20,787 - $23,541
256 Added 2.14%
12,231 $1.03 Million
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $37,488 - $44,252
-474 Reduced 3.81%
11,975 $1.08 Million
Q2 2023

Aug 02, 2023
SELL
$76.59 - $87.23 $57,442 - $65,422
-750 Reduced 5.68%
12,449 $1.01 Million
Q1 2023

May 11, 2023
SELL
$76.97 - $93.11 $19,473 - $23,556
-253 Reduced 1.88%
13,199 $1.09 Million
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $947,624 - $1.17 Million
12,454 Added 1247.9%
13,452 $1.18 Million
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $896,402 - $1.12 Million
-13,282 Reduced 93.01%
998 $998,000
Q2 2022

Jul 26, 2022
BUY
$70.66 - $92.28 $543,516 - $709,817
7,692 Added 116.76%
14,280 $1.02 Million
Q1 2022

Apr 13, 2022
SELL
$57.22 - $78.75 $61,397 - $84,498
-1,073 Reduced 14.01%
6,588 $503,000
Q4 2021

Feb 03, 2022
BUY
$53.01 - $59.14 $170,745 - $190,489
3,221 Added 72.55%
7,661 $0
Q3 2021

Oct 27, 2021
SELL
$45.79 - $54.81 $4,350 - $5,206
-95 Reduced 2.09%
4,440 $231,000
Q2 2021

Jul 26, 2021
BUY
$47.07 - $56.19 $152,318 - $181,830
3,236 Added 249.11%
4,535 $244,000
Q3 2019

Oct 30, 2019
SELL
$59.2 - $63.13 $26,936 - $28,724
-455 Reduced 25.94%
1,299 $76,000
Q2 2019

Aug 01, 2019
BUY
N/A
200 Added 12.87%
1,754 $112,000
Q1 2019

May 02, 2019
SELL
N/A
-146 Reduced 8.59%
1,554 $103,000
Q4 2018

Feb 19, 2019
BUY
N/A
1,700 New
1,700 $97,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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