Partnership Wealth Management, LLC Energy Sector Spdr Transaction History

Partnership Wealth Management, LLC

  • $130 Billion
  • Q3 2025

A detailed history of Partnership Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 16,166 shares of XLE stock, worth $1.49 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
16,166
Previous 15,705 2.94%
Holding current value
$1.49 Million
Previous $1.33 Billion 8.43%
% of portfolio
1.11%
Previous 1.08%

Shares

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

Oct 08, 2025
BUY
$84.25 - $91.99 $38,839 - $42,407
461 Added 2.94%
16,166 $1.44 Billion
Q2 2025

Jul 08, 2025
SELL
$76.44 - $94.13 $382 - $470
-5 Reduced 0.03%
15,705 $1.33 Billion
Q1 2025

Apr 07, 2025
BUY
$85.7 - $93.96 $23,139 - $25,369
270 Added 1.75%
15,710 $1.47 Billion
Q4 2024

Jan 08, 2025
BUY
$83.32 - $97.27 $1.29 Million - $1.5 Million
15,440 New
15,440 $1.32 Billion

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
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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