Future Financial Wealth Managment LLC Energy Sector Spdr Transaction History

Future Financial Wealth Managment LLC

  • $135 Million
  • Q4 2024

A detailed history of Future Financial Wealth Managment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,310 shares of XLE stock, worth $296,708. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,310
Previous 3,309 0.03%
Holding current value
$296,708
Previous $290,000 2.41%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jan 13, 2025
BUY
$83.32 - $97.27 $83 - $97
1 Added 0.03%
3,310 $283,000
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $4,402 - $4,904
50 Added 1.53%
3,309 $301,000
Q1 2024

Apr 15, 2024
BUY
$79.91 - $94.41 $79 - $94
1 Added 0.03%
3,259 $307,000
Q3 2023

Oct 20, 2023
SELL
$79.09 - $93.36 $28,630 - $33,796
-362 Reduced 10.0%
3,258 $294,000
Q2 2023

Jul 18, 2023
SELL
$76.59 - $87.23 $137,325 - $156,403
-1,793 Reduced 33.12%
3,620 $293,000
Q1 2023

Apr 04, 2023
SELL
$76.97 - $93.11 $760,309 - $919,740
-9,878 Reduced 64.6%
5,413 $448,000
Q4 2022

Jan 05, 2023
SELL
$76.09 - $94.08 $28,381 - $35,091
-373 Reduced 2.38%
15,291 $0
Q3 2022

Oct 13, 2022
SELL
$67.49 - $84.09 $286,427 - $356,877
-4,244 Reduced 21.32%
15,664 $1.12 Million
Q1 2022

May 03, 2022
SELL
$57.22 - $78.75 $224,416 - $308,857
-3,922 Reduced 16.46%
19,908 $1.52 Million
Q4 2021

Jan 07, 2022
BUY
$53.01 - $59.14 $1.26 Million - $1.41 Million
23,830 New
23,830 $1.36 Million

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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