Spire Wealth Management Energy Sector Spdr Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Spire Wealth Management holds 109,477 shares of XLE stock, worth $9.76 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

109,477

Previous 103,821 5.45%

Holding current value

$9.76 Million

Previous $9.12 Million 2.87%

% of portfolio

0.3%

Previous 0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $471,257 - $550,159	5,656 Added 5.45%	109,477 $9.38 Million
Q3 2024 Oct 15, 2024	SELL	$84.35 - $93.39 $731,736 - $810,158	-8,675 Reduced 7.71%	103,821 $9.12 Million
Q2 2024 Jul 31, 2024	SELL	$88.04 - $98.08 $1.36 Million - $1.51 Million	-15,393 Reduced 12.04%	112,496 $10.3 Million
Q1 2024 Apr 24, 2024	BUY	$79.91 - $94.41 $783,837 - $926,067	9,809 Added 8.31%	127,889 $12.1 Million
Q4 2023 Feb 06, 2024	SELL	$81.2 - $91.96 $2.46 Million - $2.78 Million	-30,264 Reduced 20.4%	118,080 $9.9 Million
Q3 2023 Nov 08, 2023	BUY	$79.09 - $93.36 $1.38 Million - $1.63 Million	17,410 Added 13.3%	148,344 $13.4 Million
Q2 2023 Aug 09, 2023	BUY	$76.59 - $87.23 $1.04 Million - $1.19 Million	13,638 Added 11.63%	130,934 $10.6 Million
Q1 2023 May 09, 2023	BUY	$76.97 - $93.11 $1.92 Million - $2.32 Million	24,964 Added 27.04%	117,296 $9.72 Million
Q4 2022 Feb 03, 2023	SELL	$76.09 - $94.08 $543,206 - $671,637	-7,139 Reduced 7.18%	92,332 $8.08 Million
Q3 2022 Nov 07, 2022	SELL	$67.49 - $84.09 $2.59 Million - $3.23 Million	-38,352 Reduced 27.83%	99,471 $7.16 Million
Q2 2022 Jul 22, 2022	SELL	$70.66 - $92.28 $114,963 - $150,139	-1,627 Reduced 1.17%	137,823 $9.86 Million
Q1 2022 Apr 18, 2022	BUY	$57.22 - $78.75 $363,404 - $500,141	6,351 Added 4.77%	139,450 $10.7 Million
Q4 2021 Jan 14, 2022	BUY	$53.01 - $59.14 $618,785 - $690,341	11,673 Added 9.61%	133,099 $7.42 Million
Q3 2021 Oct 22, 2021	SELL	$45.79 - $54.81 $886,540 - $1.06 Million	-19,361 Reduced 13.75%	121,426 $6.19 Million
Q2 2021 Jul 26, 2021	BUY	$47.07 - $56.19 $5.79 Million - $6.92 Million	123,086 Added 695.36%	140,787 $7.62 Million
Q1 2021 May 21, 2021	BUY	$37.96 - $53.57 $671,929 - $948,242	17,701 New	17,701 $865,000

Others Institutions Holding XLE

# of Institutions

2,171

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

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Spire Wealth Management Energy Sector Spdr Transaction History