Secure Asset Management, LLC Energy Sector Spdr Transaction History

Secure Asset Management, LLC

  • $585 Million
  • Q3 2025

A detailed history of Secure Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Secure Asset Management, LLC holds 5,244 shares of XLE stock, worth $482,552. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,244
Previous 5,045 3.94%
Holding current value
$482,552
Previous $427,000 9.6%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 09, 2025
BUY
$84.25 - $91.99 $16,765 - $18,306
199 Added 3.94%
5,244 $468,000
Q2 2025

Jul 10, 2025
BUY
$76.44 - $94.13 $54,195 - $66,738
709 Added 16.35%
5,045 $427,000
Q1 2025

Apr 10, 2025
SELL
$85.7 - $93.96 $391,563 - $429,303
-4,569 Reduced 51.31%
4,336 $400,000
Q4 2024

Jan 17, 2025
SELL
$83.32 - $97.27 $411,767 - $480,708
-4,942 Reduced 35.69%
8,905 $762,000
Q3 2024

Oct 16, 2024
SELL
$84.35 - $93.39 $178,653 - $197,800
-2,118 Reduced 13.27%
13,847 $1.22 Million
Q2 2024

Jul 24, 2024
SELL
$88.04 - $98.08 $554,475 - $617,707
-6,298 Reduced 28.29%
15,965 $1.46 Million
Q1 2024

Apr 30, 2024
SELL
$79.91 - $94.41 $1.26 Million - $1.49 Million
-15,776 Reduced 41.47%
22,263 $2.1 Million
Q4 2023

Jan 22, 2024
BUY
$81.2 - $91.96 $61,549 - $69,705
758 Added 2.03%
38,039 $3.19 Million
Q3 2023

Oct 18, 2023
BUY
$79.09 - $93.36 $629,556 - $743,145
7,960 Added 27.15%
37,281 $3.37 Million
Q2 2023

Jul 13, 2023
BUY
$76.59 - $87.23 $358,288 - $408,061
4,678 Added 18.98%
29,321 $2.38 Million
Q1 2023

Apr 13, 2023
BUY
$76.97 - $93.11 $337,667 - $408,473
4,387 Added 21.66%
24,643 $2.04 Million
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $153,321 - $189,571
2,015 Added 11.05%
20,256 $0
Q3 2022

Oct 12, 2022
BUY
$67.49 - $84.09 $793,074 - $988,141
11,751 Added 181.06%
18,241 $1.31 Million
Q2 2022

Jul 20, 2022
SELL
$70.66 - $92.28 $332,243 - $433,900
-4,702 Reduced 42.01%
6,490 $464,000
Q1 2022

Apr 19, 2022
BUY
$57.22 - $78.75 $369,183 - $508,095
6,452 Added 136.12%
11,192 $856,000
Q4 2021

Jan 24, 2022
BUY
$53.01 - $59.14 $251,267 - $280,323
4,740 New
4,740 $263,000
Q3 2021

Oct 28, 2021
SELL
$45.79 - $54.81 $259,262 - $310,334
-5,662 Closed
0 $0
Q2 2021

Jul 16, 2021
BUY
$47.07 - $56.19 $266,510 - $318,147
5,662 New
5,662 $305,000
Q1 2020

Apr 15, 2020
SELL
$23.57 - $60.87 $101,940 - $263,262
-4,325 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$55.9 - $61.99 $241,767 - $268,106
4,325 New
4,325 $260,000

Others Institutions Holding XLE

# of Institutions
2,119
Shares Held
215M
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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