Ritholtz Wealth Management Energy Sector Spdr Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Ritholtz Wealth Management holds 4,825 shares of XLE stock, worth $392,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,825

Previous 4,496 7.32%

Holding current value

$392,706

Previous $385,000 15.58%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$85.7 - $93.96 $28,195 - $30,912	329 Added 7.32%	4,825 $445,000
Q4 2024 Jan 14, 2025	SELL	$83.32 - $97.27 $3,749 - $4,377	-45 Reduced 0.99%	4,496 $385,000
Q3 2024 Oct 10, 2024	SELL	$84.35 - $93.39 $81,566 - $90,308	-967 Reduced 17.56%	4,541 $398,000
Q2 2024 Jul 31, 2024	BUY	$88.04 - $98.08 $120,438 - $134,173	1,368 Added 33.04%	5,508 $502,000
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $22,854 - $27,001	286 Added 7.42%	4,140 $390,000
Q4 2023 Jan 18, 2024	SELL	$81.2 - $91.96 $143,318 - $162,309	-1,765 Reduced 31.41%	3,854 $323,000
Q3 2023 Oct 13, 2023	BUY	$79.09 - $93.36 $444,406 - $524,589	5,619 New	5,619 $507,000

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Ritholtz Wealth Management Energy Sector Spdr Transaction History