Pb Mares Wealth Management LLC Energy Sector Spdr Transaction History

Pb Mares Wealth Management LLC

  • $483 Million
  • Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,271 shares of XLE stock, worth $297,661. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,271
Previous 3,167 3.28%
Holding current value
$297,661
Previous $278,000 0.72%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $8,665 - $10,116
104 Added 3.28%
3,271 $280,000
Q3 2024

Oct 25, 2024
BUY
$84.35 - $93.39 $12,315 - $13,634
146 Added 4.83%
3,167 $278,000
Q2 2024

Jul 22, 2024
SELL
$88.04 - $98.08 $53,704 - $59,828
-610 Reduced 16.8%
3,021 $275,000
Q1 2024

Apr 29, 2024
SELL
$79.91 - $94.41 $17,100 - $20,203
-214 Reduced 5.57%
3,631 $342,000
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $4,060 - $4,598
50 Added 1.32%
3,845 $322,000
Q3 2023

Oct 26, 2023
BUY
$79.09 - $93.36 $237 - $280
3 Added 0.08%
3,795 $343,000
Q2 2023

Jul 24, 2023
BUY
$76.59 - $87.23 $1,914 - $2,180
25 Added 0.66%
3,792 $307,000
Q1 2023

Apr 27, 2023
SELL
$76.97 - $93.11 $53,109 - $64,245
-690 Reduced 15.48%
3,767 $312,000
Q4 2022

Jan 31, 2023
BUY
$76.09 - $94.08 $60,872 - $75,264
800 Added 21.88%
4,457 $389,000
Q4 2021

Feb 02, 2022
BUY
$53.01 - $59.14 $193,857 - $216,274
3,657 New
3,657 $203,000

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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