Institute For Wealth Management, Llc. Energy Sector Spdr Transaction History

Institute For Wealth Management, Llc.

  • $911 Million
  • Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 54,911 shares of XLE stock, worth $5.05 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
54,911
Previous 27,500 99.68%
Holding current value
$5.05 Million
Previous $2.46 Million 105.7%
% of portfolio
0.55%
Previous 0.26%

Shares

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

Jan 27, 2026
BUY
$85.22 - $92.02 $2.34 Million - $2.52 Million
27,411 Added 99.68%
54,911 $5.05 Million
Q3 2025

Oct 17, 2025
SELL
$84.25 - $91.99 $89,557 - $97,785
-1,063 Reduced 3.72%
27,500 $2.46 Million
Q2 2025

Jul 18, 2025
BUY
$76.44 - $94.13 $1,911 - $2,353
25 Added 0.09%
28,563 $2.42 Million
Q1 2025

Apr 21, 2025
SELL
$85.7 - $93.96 $2,056 - $2,255
-24 Reduced 0.08%
28,538 $2.67 Million
Q4 2024

Jan 23, 2025
SELL
$83.32 - $97.27 $37,993 - $44,355
-456 Reduced 1.57%
28,562 $2.45 Million
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $26,064 - $28,857
309 Added 1.08%
29,018 $2.55 Million
Q2 2024

Jul 25, 2024
SELL
$88.04 - $98.08 $20,513 - $22,852
-233 Reduced 0.81%
28,709 $2.62 Million
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $117,307 - $138,593
1,468 Added 5.34%
28,942 $2.73 Million
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $194,880 - $220,703
2,400 Added 9.57%
27,474 $2.3 Million
Q3 2023

Oct 13, 2023
SELL
$79.09 - $93.36 $9,253 - $10,923
-117 Reduced 0.46%
25,074 $2.27 Million
Q2 2023

Jul 25, 2023
SELL
$76.59 - $87.23 $9,573 - $10,903
-125 Reduced 0.49%
25,191 $2.04 Million
Q1 2023

Apr 20, 2023
SELL
$76.97 - $93.11 $18,934 - $22,905
-246 Reduced 0.96%
25,316 $2.1 Million
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $5,402 - $6,679
71 Added 0.28%
25,562 $2.24 Million
Q3 2022

Oct 18, 2022
SELL
$67.49 - $84.09 $6,614 - $8,240
-98 Reduced 0.38%
25,491 $1.84 Million
Q2 2022

Jul 25, 2022
BUY
$70.66 - $92.28 $51,652 - $67,456
731 Added 2.94%
25,589 $1.83 Million
Q1 2022

Apr 29, 2022
BUY
$57.22 - $78.75 $2,403 - $3,307
42 Added 0.17%
24,858 $1.9 Million
Q4 2021

Jan 21, 2022
BUY
$53.01 - $59.14 $105,648 - $117,866
1,993 Added 8.73%
24,816 $1.38 Million
Q3 2021

Nov 15, 2021
BUY
$45.79 - $54.81 $72,760 - $87,093
1,589 Added 7.48%
22,823 $1.19 Million
Q2 2021

Jul 21, 2021
BUY
$47.07 - $56.19 $3,436 - $4,101
73 Added 0.34%
21,234 $1.14 Million
Q1 2021

May 04, 2021
BUY
$37.96 - $53.57 $95,051 - $134,139
2,504 Added 13.42%
21,161 $1.04 Million
Q4 2020

Feb 01, 2021
BUY
$27.71 - $41.6 $131,456 - $197,350
4,744 Added 34.1%
18,657 $707,000
Q3 2020

Nov 03, 2020
SELL
$29.95 - $38.58 $53,041 - $68,325
-1,771 Reduced 11.29%
13,913 $417,000
Q2 2020

Jul 30, 2020
SELL
$27.62 - $46.86 $11,130 - $18,884
-403 Reduced 2.51%
15,684 $594,000
Q1 2020

Apr 29, 2020
BUY
$23.57 - $60.87 $40,069 - $103,479
1,700 Added 11.82%
16,087 $467,000
Q4 2019

Feb 27, 2020
BUY
$55.9 - $61.99 $755,935 - $838,290
13,523 Added 1565.16%
14,387 $864,000
Q4 2019

Jan 27, 2020
SELL
$55.9 - $61.99 $997,982 - $1.11 Million
-17,853 Reduced 95.38%
864 $864,000
Q3 2019

Oct 28, 2019
SELL
$59.2 - $63.13 $66,777 - $71,210
-1,128 Reduced 5.68%
18,717 $1.11 Million
Q2 2019

Aug 02, 2019
SELL
N/A
-312 Reduced 1.55%
19,845 $1.26 Million
Q1 2019

May 15, 2019
SELL
N/A
-545 Reduced 2.63%
20,157 $1.33 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-2,933 Reduced 12.41%
20,702 $1.19 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-1,526 Reduced 6.06%
23,635 $1.8 Million
Q2 2018

Aug 10, 2018
BUY
N/A
1,987 Added 8.57%
25,161 $1.92 Million
Q1 2018

May 15, 2018
SELL
N/A
-847 Reduced 3.53%
23,174 $1.7 Million
Q4 2017

Feb 12, 2018
BUY
N/A
1,267 Added 5.57%
24,021 $1.74 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,426 Reduced 5.9%
22,754 $1.55 Million
Q2 2017

Aug 14, 2017
BUY
N/A
24,180
24,180 $1.56 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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