Meridian Wealth Management, LLC Energy Sector Spdr Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 51,920 shares of XLE stock, worth $4.59 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

51,920

Previous 52,281 0.69%

Holding current value

$4.59 Million

Previous $4.77 Million 4.34%

% of portfolio

0.23%

Previous 0.58%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $30,450 - $33,713	-361 Reduced 0.69%	51,920 $4.56 Million
Q2 2024 Aug 08, 2024	BUY	$88.04 - $98.08 $4.6 Million - $5.13 Million	52,281 New	52,281 $4.77 Million
Q4 2023 Feb 08, 2024	BUY	$81.2 - $91.96 $463,002 - $524,355	5,702 Added 12.02%	53,139 $4.46 Million
Q3 2023 Oct 17, 2023	SELL	$79.09 - $93.36 $494,233 - $583,406	-6,249 Reduced 11.64%	47,437 $4.29 Million
Q2 2023 Aug 02, 2023	SELL	$76.59 - $87.23 $694,594 - $791,088	-9,069 Reduced 14.45%	53,686 $4.36 Million
Q1 2023 May 12, 2023	BUY	$76.97 - $93.11 $1.86 Million - $2.25 Million	24,139 Added 62.51%	62,755 $5.2 Million
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $123,874 - $153,162	-1,628 Reduced 4.05%	38,616 $3.38 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $4.8 Million - $5.98 Million	-71,166 Reduced 63.88%	40,244 $2.9 Million
Q2 2022 Aug 05, 2022	SELL	$70.66 - $92.28 $6.94 Million - $9.07 Million	-98,259 Reduced 46.86%	111,410 $7.97 Million
Q1 2022 May 12, 2022	SELL	$57.22 - $78.75 $7.46 Million - $10.3 Million	-130,386 Reduced 38.34%	209,669 $16 Million
Q4 2021 Jan 27, 2022	SELL	$53.01 - $59.14 $195,288 - $217,871	-3,684 Reduced 1.07%	340,055 $18.9 Million
Q3 2021 Oct 15, 2021	SELL	$45.79 - $54.81 $417,009 - $499,154	-9,107 Reduced 2.58%	343,739 $17.9 Million
Q2 2021 Jul 22, 2021	SELL	$47.07 - $56.19 $385,079 - $459,690	-8,181 Reduced 2.27%	352,846 $19 Million
Q1 2021 May 07, 2021	SELL	$37.96 - $53.57 $1 Million - $1.41 Million	-26,375 Reduced 6.81%	361,027 $17.7 Million
Q4 2020 Jan 19, 2021	BUY	$27.71 - $41.6 $10.7 Million - $16.1 Million	387,402 New	387,402 $14.7 Million
Q2 2020 Jul 15, 2020	SELL	$27.62 - $46.86 $330,694 - $561,054	-11,973 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$23.57 - $60.87 $282,203 - $728,796	11,973 New	11,973 $347,000
Q3 2019 Nov 08, 2019	SELL	$59.2 - $63.13 $27,824 - $29,671	-470 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	470 New	470 $311,000

Others Institutions Holding XLE

# of Institutions

2,028

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Meridian Wealth Management, LLC Energy Sector Spdr Transaction History