Principle Wealth Partners LLC Energy Sector Spdr Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 9,357 shares of XLE stock, worth $851,487. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,357
Previous 9,342 0.16%
Holding current value
$851,487
Previous $820,000 2.32%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 29, 2025
BUY
$83.32 - $97.27 $1,249 - $1,459
15 Added 0.16%
9,357 $801,000
Q3 2024

Nov 13, 2024
SELL
$84.35 - $93.39 $25,305 - $28,017
-300 Reduced 3.11%
9,342 $820,000
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $13,206 - $14,712
150 Added 1.58%
9,642 $878,000
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $57,895 - $65,567
-713 Reduced 6.99%
9,492 $795,000
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $93,800 - $110,724
1,186 Added 13.15%
10,205 $922,000
Q2 2023

Jul 31, 2023
SELL
$76.59 - $87.23 $4.23 Million - $4.81 Million
-55,185 Reduced 85.95%
9,019 $732,000
Q1 2023

May 10, 2023
SELL
$76.97 - $93.11 $16,471 - $19,925
-214 Reduced 0.33%
64,204 $5.32 Million
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $270,423 - $334,360
3,554 Added 5.84%
64,418 $5.63 Million
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $1.69 Million - $2.1 Million
24,980 Added 69.61%
60,864 $4.38 Million
Q2 2022

Aug 02, 2022
BUY
$70.66 - $92.28 $1.74 Million - $2.28 Million
24,654 Added 219.54%
35,884 $2.57 Million
Q1 2022

May 12, 2022
BUY
$57.22 - $78.75 $642,580 - $884,362
11,230 New
11,230 $858,000
Q3 2020

Nov 16, 2020
SELL
$29.95 - $38.58 $75,054 - $96,681
-2,506 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$27.62 - $46.86 $69,215 - $117,431
2,506 New
2,506 $95,000

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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