Mission Wealth Management, LP Energy Sector Spdr Transaction History

Mission Wealth Management, LP

$4.95 Billion
Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Energy Sector Spdr stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,954 shares of XLE stock, worth $915,967. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,954

Previous 13,175 24.45%

Holding current value

$915,967

Previous $1.12 Million 20.41%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$84.25 - $91.99 $271,369 - $296,299	-3,221 Reduced 24.45%	9,954 $889,000
Q2 2025 Aug 05, 2025	SELL	$76.44 - $94.13 $339,087 - $417,560	-4,436 Reduced 25.19%	13,175 $1.12 Million
Q1 2025 Apr 17, 2025	SELL	$85.7 - $93.96 $179,284 - $196,564	-2,092 Reduced 10.62%	17,611 $1.63 Million
Q4 2024 Feb 06, 2025	SELL	$83.32 - $97.27 $132,895 - $155,145	-1,595 Reduced 7.49%	19,703 $1.69 Million
Q3 2024 Oct 31, 2024	SELL	$84.35 - $93.39 $65,033 - $72,003	-771 Reduced 3.49%	21,298 $1.87 Million

Q2 2024 Aug 02, 2024	BUY	$88.04 - $98.08 $40,762 - $45,411	463 Added 2.14%	22,069 $2.01 Million
Q1 2024 Apr 30, 2024	BUY	$79.91 - $94.41 $71,039 - $83,930	889 Added 4.29%	21,606 $2.04 Million
Q4 2023 Feb 05, 2024	SELL	$81.2 - $91.96 $61,955 - $70,165	-763 Reduced 3.55%	20,717 $1.74 Million
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $49,114 - $57,976	621 Added 2.98%	21,480 $1.94 Million
Q2 2023 Aug 04, 2023	BUY	$76.59 - $87.23 $158,005 - $179,955	2,063 Added 10.98%	20,859 $1.69 Million
Q1 2023 Apr 07, 2023	BUY	$76.97 - $93.11 $1.06 Million - $1.28 Million	13,730 Added 271.02%	18,796 $1.56 Million
Q4 2022 Feb 02, 2023	BUY	$76.09 - $94.08 $148,984 - $184,208	1,958 Added 63.0%	5,066 $443,000
Q3 2022 Oct 12, 2022	BUY	$67.49 - $84.09 $1,282 - $1,597	19 Added 0.62%	3,108 $224,000
Q2 2022 Jul 27, 2022	BUY	$70.66 - $92.28 $6,500 - $8,489	92 Added 3.07%	3,089 $221,000
Q1 2022 Apr 25, 2022	BUY	$57.22 - $78.75 $171,488 - $236,013	2,997 New	2,997 $229,000

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Mission Wealth Management, LP Energy Sector Spdr Transaction History