Signature Wealth Management Partners, LLC Energy Sector Spdr Transaction History

Signature Wealth Management Partners, LLC

$143 Million
Q4 2024

A detailed history of Signature Wealth Management Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 14,707 shares of XLE stock, worth $1.34 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

14,707

Previous 14,897 1.28%

Holding current value

$1.34 Million

Previous $1.31 Million 3.67%

% of portfolio

0.88%

Previous 0.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$83.32 - $97.27 $15,830 - $18,481	-190 Reduced 1.28%	14,707 $1.26 Million
Q3 2024 Oct 24, 2024	SELL	$84.35 - $93.39 $50,019 - $55,380	-593 Reduced 3.83%	14,897 $1.31 Million
Q2 2024 Jul 15, 2024	SELL	$88.04 - $98.08 $17,784 - $19,812	-202 Reduced 1.29%	15,490 $1.41 Million
Q1 2024 Apr 26, 2024	BUY	$79.91 - $94.41 $33,562 - $39,652	420 Added 2.75%	15,692 $1.48 Million
Q4 2023 Jan 19, 2024	BUY	$81.2 - $91.96 $201,457 - $228,152	2,481 Added 19.4%	15,272 $1.28 Million
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $71,181 - $84,024	900 Added 7.57%	12,791 $1.16 Million
Q2 2023 Jul 24, 2023	SELL	$76.59 - $87.23 $7,812 - $8,897	-102 Reduced 0.85%	11,891 $965,000
Q1 2023 May 02, 2023	SELL	$76.97 - $93.11 $70,196 - $84,916	-912 Reduced 7.07%	11,993 $993,000
Q4 2022 Feb 03, 2023	BUY	$76.09 - $94.08 $93,666 - $115,812	1,231 Added 10.54%	12,905 $1.13 Million
Q3 2022 Nov 01, 2022	BUY	$67.49 - $84.09 $342,714 - $427,009	5,078 Added 76.99%	11,674 $841,000
Q2 2022 Jul 22, 2022	SELL	$70.66 - $92.28 $52,995 - $69,210	-750 Reduced 10.21%	6,596 $472,000
Q1 2022 May 10, 2022	BUY	$57.22 - $78.75 $420,338 - $578,497	7,346 New	7,346 $562,000
Q1 2021 May 14, 2021	SELL	$37.96 - $53.57 $563,478 - $795,193	-14,844 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$27.71 - $41.6 $411,327 - $617,510	14,844 New	14,844 $563,000

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Partners, LLC with notifications on news.

Account

Signature Wealth Management Partners, LLC Energy Sector Spdr Transaction History