Sound View Wealth Advisors Group, LLC Energy Sector Spdr Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,885 shares of XLE stock, worth $560,370. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,885

Previous 6,817 1.0%

Holding current value

$560,370

Previous $598,000 1.51%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$83.32 - $97.27 $5,665 - $6,614	68 Added 1.0%	6,885 $589,000
Q3 2024 Nov 12, 2024	BUY	$84.35 - $93.39 $35,089 - $38,850	416 Added 6.5%	6,817 $598,000
Q2 2024 Aug 05, 2024	BUY	$88.04 - $98.08 $4,137 - $4,609	47 Added 0.74%	6,401 $583,000
Q1 2024 May 09, 2024	SELL	$79.91 - $94.41 $85,663 - $101,207	-1,072 Reduced 14.44%	6,354 $599,000
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $8,850 - $10,023	-109 Reduced 1.45%	7,426 $622,000
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $55,204 - $65,165	698 Added 10.21%	7,535 $681,000
Q2 2023 Aug 08, 2023	SELL	$76.59 - $87.23 $7,505 - $8,548	-98 Reduced 1.41%	6,837 $554,000
Q1 2023 May 12, 2023	BUY	$76.97 - $93.11 $26,708 - $32,309	347 Added 5.27%	6,935 $574,000
Q4 2022 Feb 08, 2023	BUY	$76.09 - $94.08 $24,424 - $30,199	321 Added 5.12%	6,588 $576,000
Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $1,754 - $2,186	26 Added 0.42%	6,267 $451,000
Q2 2022 Aug 05, 2022	BUY	$70.66 - $92.28 $23,105 - $30,175	327 Added 5.53%	6,241 $446,000
Q1 2022 May 11, 2022	BUY	$57.22 - $78.75 $65,459 - $90,090	1,144 Added 23.98%	5,914 $452,000
Q4 2021 Jan 20, 2022	SELL	$53.01 - $59.14 $51,790 - $57,779	-977 Reduced 17.0%	4,770 $265,000
Q3 2021 Oct 21, 2021	BUY	$45.79 - $54.81 $9,020 - $10,797	197 Added 3.55%	5,747 $299,000
Q2 2021 Jul 21, 2021	BUY	$47.07 - $56.19 $261,238 - $311,854	5,550 New	5,550 $299,000

Others Institutions Holding XLE

# of Institutions

2,189

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Sound View Wealth Advisors Group, LLC Energy Sector Spdr Transaction History