Lumature Wealth Partners, LLC Energy Sector Spdr Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 7,638 shares of XLE stock, worth $709,341. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,638
Previous 7,436 2.72%
Holding current value
$709,341
Previous $615,000 0.65%
% of portfolio
0.37%
Previous 0.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $15,471 - $17,620
202 Added 2.72%
7,638 $619,000
Q1 2023

May 15, 2023
SELL
$76.97 - $93.11 $9,698 - $11,731
-126 Reduced 1.67%
7,436 $615,000
Q4 2022

Feb 14, 2023
SELL
$76.09 - $94.08 $79,514 - $98,313
-1,045 Reduced 12.14%
7,562 $661,000
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $7,356 - $9,165
-109 Reduced 1.25%
8,607 $620,000
Q2 2022

Aug 10, 2022
SELL
$70.66 - $92.28 $918 - $1,199
-13 Reduced 0.15%
8,716 $623,000
Q1 2022

May 13, 2022
SELL
$57.22 - $78.75 $77,704 - $106,942
-1,358 Reduced 13.46%
8,729 $667,000
Q4 2021

Feb 10, 2022
BUY
$53.01 - $59.14 $2,438 - $2,720
46 Added 0.46%
10,087 $560,000
Q3 2021

Oct 29, 2021
BUY
$45.79 - $54.81 $17,903 - $21,430
391 Added 4.05%
10,041 $523,000
Q2 2021

Aug 10, 2021
BUY
$47.07 - $56.19 $2,306 - $2,753
49 Added 0.51%
9,650 $520,000
Q1 2021

May 11, 2021
BUY
$37.96 - $53.57 $44,982 - $63,480
1,185 Added 14.08%
9,601 $471,000
Q4 2020

Feb 08, 2021
BUY
$27.71 - $41.6 $233,207 - $350,105
8,416 New
8,416 $319,000

Others Institutions Holding XLE

# of Institutions
2,179
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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