Stockman Wealth Management, Inc. Energy Sector Spdr Transaction History

Stockman Wealth Management, Inc.

$623 Million
Q3 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 31,568 shares of XLE stock, worth $2.67 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

31,568

Previous 29,108 8.45%

Holding current value

$2.67 Million

Previous $2.65 Million 4.45%

% of portfolio

0.45%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$84.35 - $93.39 $207,501 - $229,739	2,460 Added 8.45%	31,568 $2.77 Million
Q2 2024 Jul 31, 2024	BUY	$88.04 - $98.08 $64,005 - $71,304	727 Added 2.56%	29,108 $2.65 Million
Q1 2024 Apr 17, 2024	BUY	$79.91 - $94.41 $268,737 - $317,500	3,363 Added 13.44%	28,381 $2.68 Million
Q4 2023 Feb 01, 2024	BUY	$81.2 - $91.96 $127,971 - $144,928	1,576 Added 6.72%	25,018 $2.1 Million
Q3 2023 Oct 31, 2023	BUY	$79.09 - $93.36 $318,969 - $376,520	4,033 Added 20.78%	23,442 $2.12 Million
Q2 2023 Aug 02, 2023	BUY	$76.59 - $87.23 $455,404 - $518,669	5,946 Added 44.17%	19,409 $1.58 Million
Q1 2023 May 04, 2023	BUY	$76.97 - $93.11 $201,738 - $244,041	2,621 Added 24.17%	13,463 $1.12 Million
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $824,967 - $1.02 Million	10,842 New	10,842 $948,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Account

Stockman Wealth Management, Inc. Energy Sector Spdr Transaction History