Marcum Wealth, LLC Energy Sector Spdr Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,676 shares of XLE stock, worth $339,772. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,676

Previous 3,777 2.67%

Holding current value

$339,772

Previous $323,000 4.95%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$85.7 - $93.96 $8,655 - $9,489	-101 Reduced 2.67%	3,676 $339,000
Q4 2024 Jan 13, 2025	SELL	$83.32 - $97.27 $44,659 - $52,136	-536 Reduced 12.43%	3,777 $323,000
Q3 2024 Oct 08, 2024	SELL	$84.35 - $93.39 $1,855 - $2,054	-22 Reduced 0.51%	4,313 $378,000
Q2 2024 Jul 02, 2024	SELL	$88.04 - $98.08 $24,387 - $27,168	-277 Reduced 6.01%	4,335 $395,000
Q1 2024 Apr 10, 2024	SELL	$79.91 - $94.41 $17,020 - $20,109	-213 Reduced 4.41%	4,612 $435,000
Q4 2023 Jan 10, 2024	SELL	$81.2 - $91.96 $8,038 - $9,104	-99 Reduced 2.01%	4,825 $404,000
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $19,377 - $22,873	-245 Reduced 4.74%	4,924 $445,000
Q2 2023 Jul 13, 2023	SELL	$76.59 - $87.23 $18,534 - $21,109	-242 Reduced 4.47%	5,169 $419,000
Q1 2023 Apr 19, 2023	SELL	$76.97 - $93.11 $28,632 - $34,636	-372 Reduced 6.43%	5,411 $448,000
Q4 2022 Jan 12, 2023	SELL	$76.09 - $94.08 $7,228 - $8,937	-95 Reduced 1.62%	5,783 $0
Q3 2022 Oct 11, 2022	SELL	$67.49 - $84.09 $44,070 - $54,910	-653 Reduced 10.0%	5,878 $423,000
Q2 2022 Jul 14, 2022	SELL	$70.66 - $92.28 $19,996 - $26,115	-283 Reduced 4.15%	6,531 $467,000
Q1 2022 Apr 20, 2022	BUY	$57.22 - $78.75 $64,887 - $89,302	1,134 Added 19.96%	6,814 $521,000
Q4 2021 Feb 01, 2022	BUY	$53.01 - $59.14 $13,517 - $15,080	255 Added 4.7%	5,680 $315,000
Q3 2021 Nov 08, 2021	SELL	$45.79 - $54.81 $79,216 - $94,821	-1,730 Reduced 24.18%	5,425 $283,000
Q2 2021 Aug 10, 2021	SELL	$47.07 - $56.19 $20,428 - $24,386	-434 Reduced 5.72%	7,155 $385,000
Q1 2021 May 11, 2021	BUY	$37.96 - $53.57 $288,078 - $406,542	7,589 New	7,589 $372,000

Others Institutions Holding XLE

# of Institutions

2,178

Shares Held

232M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Energy Sector Spdr Transaction History