Mbl Wealth, LLC Energy Sector Spdr Transaction History

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,964 shares of XLE stock, worth $920,972. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,964
Previous 10,601 6.01%
Holding current value
$920,972
Previous $966,000 9.52%
% of portfolio
0.1%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Jan 08, 2025
SELL
$84.35 - $93.39 $53,730 - $59,489
-637 Reduced 6.01%
9,964 $874,000
Q2 2024

Jul 19, 2024
SELL
$88.04 - $98.08 $24,915 - $27,756
-283 Reduced 2.6%
10,601 $966,000
Q1 2024

Apr 22, 2024
SELL
$79.91 - $94.41 $18,619 - $21,997
-233 Reduced 2.1%
10,884 $1.03 Million
Q4 2023

Jan 18, 2024
BUY
$81.2 - $91.96 $46,284 - $52,417
570 Added 5.4%
11,117 $932,000
Q3 2023

Oct 11, 2023
SELL
$79.09 - $93.36 $10,914 - $12,883
-138 Reduced 1.29%
10,547 $953,000
Q2 2023

Jul 17, 2023
SELL
$76.59 - $87.23 $1.33 Million - $1.51 Million
-17,361 Reduced 61.9%
10,685 $867,000
Q1 2023

Apr 11, 2023
BUY
$76.97 - $93.11 $14,624 - $17,690
190 Added 0.68%
28,046 $2.32 Million
Q4 2022

Jan 12, 2023
BUY
$76.09 - $94.08 $37,892 - $46,851
498 Added 1.82%
27,856 $2.44 Million
Q3 2022

Jan 12, 2023
BUY
$67.49 - $84.09 $572,855 - $713,755
8,488 Added 44.98%
27,358 $1.97 Million
Q2 2022

Jan 12, 2023
BUY
$70.66 - $92.28 $597,218 - $779,950
8,452 Added 81.13%
18,870 $1.35 Million
Q1 2022

May 02, 2022
BUY
$57.22 - $78.75 $596,117 - $820,417
10,418 New
10,418 $796,000
Q3 2021

Oct 25, 2021
SELL
$45.79 - $54.81 $416,689 - $498,771
-9,100 Closed
0 $0
Q1 2021

May 27, 2021
BUY
$37.96 - $53.57 $345,436 - $487,487
9,100 New
9,100 $446,000

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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