Monterey Private Wealth, Inc. Energy Sector Spdr Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,949 shares of XLE stock, worth $271,366. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,949
Previous 2,948 0.03%
Holding current value
$271,366
Previous $252,000 9.13%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $85 - $93
1 Added 0.03%
2,949 $275,000
Q4 2024

Jan 16, 2025
BUY
$83.32 - $97.27 $3,249 - $3,793
39 Added 1.34%
2,948 $252,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $3,559 - $4,201
45 Added 1.57%
2,909 $262,000
Q2 2023

Jul 11, 2023
SELL
$76.59 - $87.23 $5,054 - $5,757
-66 Reduced 2.25%
2,864 $232,000
Q1 2023

Apr 06, 2023
BUY
$76.97 - $93.11 $5,080 - $6,145
66 Added 2.3%
2,930 $242,000
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $913 - $1,128
12 Added 0.42%
2,864 $0
Q1 2022

Apr 08, 2022
BUY
$57.22 - $78.75 $163,191 - $224,595
2,852 New
2,852 $221,000

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.6M
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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