Momentum Wealth Planning, LLC Energy Sector Spdr Transaction History

Momentum Wealth Planning, LLC

  • $129 Billion
  • Q3 2025

A detailed history of Momentum Wealth Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 6,205 shares of XLE stock, worth $570,984. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,205
Previous 3,905 58.9%
Holding current value
$570,984
Previous $331 Million 67.39%
% of portfolio
0.43%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$84.25 - $91.99 $193,775 - $211,577
2,300 Added 58.9%
6,205 $554 Million
Q2 2025

Sep 24, 2025
BUY
$76.44 - $94.13 $298,498 - $367,577
3,905 New
3,905 $331 Million

Others Institutions Holding XLE

# of Institutions
2,131
Shares Held
219M
Call Options Held
57.3M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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