One Wealth Advisors, LLC Energy Sector Spdr Transaction History

One Wealth Advisors, LLC

$662 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $439,115 - $542,935	5,771 New	5,771 $504,000
Q2 2022 Aug 15, 2022	SELL	$70.66 - $92.28 $1.47 Million - $1.91 Million	-20,744 Reduced 40.6%	30,351 $2.17 Million
Q1 2022 May 16, 2022	SELL	$57.22 - $78.75 $174,749 - $240,502	-3,054 Reduced 5.64%	51,095 $3.91 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $287,473 - $320,716	5,423 Added 11.13%	54,149 $3.01 Million
Q3 2021 Nov 15, 2021	SELL	$45.79 - $54.81 $39,104 - $46,807	-854 Reduced 1.72%	48,726 $2.54 Million
Q2 2021 Aug 16, 2021	BUY	$47.07 - $56.19 $1.15 Million - $1.38 Million	24,515 Added 97.81%	49,580 $2.67 Million
Q1 2021 May 17, 2021	BUY	$37.96 - $53.57 $951,467 - $1.34 Million	25,065 New	25,065 $1.23 Million

Others Institutions Holding XLE

# of Institutions

2,171

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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