Strategic Family Wealth Counselors, L.L.C. Energy Sector Spdr Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 2,470 shares of XLE stock, worth $224,770. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,470
Previous 2,419 2.11%
Holding current value
$224,770
Previous $212,000 0.47%
% of portfolio
0.07%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$83.32 - $97.27 $4,249 - $4,960
51 Added 2.11%
2,470 $211,000
Q3 2024

Oct 31, 2024
SELL
$84.35 - $93.39 $13,158 - $14,568
-156 Reduced 6.06%
2,419 $212,000
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $176 - $196
2 Added 0.08%
2,575 $234,000
Q1 2024

May 14, 2024
BUY
$79.91 - $94.41 $8,949 - $10,573
112 Added 4.55%
2,573 $242,000
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $20,056 - $22,714
247 Added 11.16%
2,461 $206,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $175,105 - $206,699
2,214 New
2,214 $200,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $2,130 - $2,634
28 Added 0.59%
4,740 $0
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $10,258 - $12,781
152 Added 3.33%
4,712 $339,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $81,259 - $106,122
1,150 Added 33.72%
4,560 $326,000
Q1 2022

May 04, 2022
BUY
$57.22 - $78.75 $195,120 - $268,537
3,410 New
3,410 $261,000

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email