Grant Private Wealth Management Inc Energy Sector Spdr Transaction History

Grant Private Wealth Management Inc

  • $166 Billion
  • Q4 2025

A detailed history of Grant Private Wealth Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 5,711 shares of XLE stock, worth $525,526. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,711
Previous 2,867 99.2%
Holding current value
$525,526
Previous $256 Million 0.31%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 05, 2026
BUY
$85.22 - $92.02 $242,365 - $261,704
2,844 Added 99.2%
5,711 $255 Million
Q3 2025

Oct 07, 2025
BUY
$84.25 - $91.99 $241,544 - $263,735
2,867 New
2,867 $256 Million
Q1 2025

Apr 16, 2025
SELL
$85.7 - $93.96 $8,570 - $9,396
-100 Reduced 3.13%
3,096 $289 Million
Q4 2024

Feb 12, 2025
BUY
$83.32 - $97.27 $266,290 - $310,874
3,196 New
3,196 $274 Million

Others Institutions Holding XLE

# of Institutions
2,121
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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