Private Wealth Group, LLC Energy Sector Spdr Transaction History

Private Wealth Group, LLC

  • $207 Million
  • Q4 2025

A detailed history of Private Wealth Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Wealth Group, LLC holds 7,187 shares of XLE stock, worth $661,347. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,187
Previous 3,141 128.81%
Holding current value
$661,347
Previous $280,000 136.07%
% of portfolio
0.32%
Previous 0.14%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$85.22 - $92.02 $344,800 - $372,312
4,046 Added 128.81%
7,187 $661,000
Q1 2025

Apr 16, 2025
SELL
$85.7 - $93.96 $833,175 - $913,479
-9,722 Reduced 75.58%
3,141 $290,000
Q3 2024

Oct 28, 2024
SELL
$84.35 - $93.39 $30,450 - $33,713
-361 Reduced 2.73%
12,863 $1.13 Million
Q2 2024

Jul 24, 2024
BUY
$88.04 - $98.08 $31,430 - $35,014
357 Added 2.77%
13,224 $1.21 Million
Q4 2023

Jan 26, 2024
SELL
$81.2 - $91.96 $17,052 - $19,311
-210 Reduced 1.61%
12,867 $1.08 Million
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $7,039 - $8,309
89 Added 0.69%
13,077 $1.18 Million
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $31,018 - $35,328
-405 Reduced 3.02%
12,988 $1.05 Million
Q1 2023

May 01, 2023
SELL
$76.97 - $93.11 $36,637 - $44,320
-476 Reduced 3.43%
13,393 $1.11 Million
Q4 2022

Feb 06, 2023
SELL
$76.09 - $94.08 $1.79 Million - $2.22 Million
-23,574 Reduced 62.96%
13,869 $1.21 Million
Q3 2022

Oct 12, 2022
BUY
$67.49 - $84.09 $3,711 - $4,624
55 Added 0.15%
37,443 $2.7 Million
Q2 2022

Jul 13, 2022
BUY
$70.66 - $92.28 $166,545 - $217,503
2,357 Added 6.73%
37,388 $2.67 Million
Q1 2022

Apr 13, 2022
BUY
$57.22 - $78.75 $111,636 - $153,641
1,951 Added 5.9%
35,031 $2.68 Million
Q4 2021

Jan 18, 2022
SELL
$53.01 - $59.14 $203,452 - $226,979
-3,838 Reduced 10.4%
33,080 $1.84 Million
Q3 2021

Oct 27, 2021
SELL
$45.79 - $54.81 $1,465 - $1,753
-32 Reduced 0.09%
36,918 $1.92 Million
Q2 2021

Aug 06, 2021
SELL
$47.07 - $56.19 $26,782 - $31,972
-569 Reduced 1.52%
36,950 $1.99 Million
Q1 2021

May 03, 2021
BUY
$37.96 - $53.57 $495,833 - $699,731
13,062 Added 53.41%
37,519 $1.84 Million
Q4 2020

Feb 01, 2021
BUY
$27.71 - $41.6 $94,324 - $141,606
3,404 Added 16.17%
24,457 $927,000
Q3 2020

Nov 06, 2020
SELL
$29.95 - $38.58 $322,980 - $416,046
-10,784 Reduced 33.87%
21,053 $631,000
Q2 2020

Jul 31, 2020
BUY
$27.62 - $46.86 $246,729 - $418,600
8,933 Added 39.0%
31,837 $1.21 Million
Q1 2020

May 12, 2020
BUY
$23.57 - $60.87 $539,847 - $1.39 Million
22,904 New
22,904 $666,000

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
211M
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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