Strategies Wealth Advisors, LLC Energy Sector Spdr Transaction History

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 11,175 shares of XLE stock, worth $945,852. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,175

Previous 19,085 41.45%

Holding current value

$945,852

Previous $1.74 Billion 43.6%

% of portfolio

0.13%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	SELL	$84.35 - $93.39 $667,208 - $738,714	-7,910 Reduced 41.45%	11,175 $981 Million
Q2 2024 Jul 29, 2024	SELL	$88.04 - $98.08 $1.1 Million - $1.22 Million	-12,444 Reduced 39.47%	19,085 $1.74 Billion
Q1 2024 Apr 22, 2024	SELL	$79.91 - $94.41 $1.57 Million - $1.85 Million	-19,604 Reduced 38.34%	31,529 $2.98 Billion
Q4 2023 Jan 22, 2024	BUY	$81.2 - $91.96 $216,154 - $244,797	2,662 Added 5.49%	51,133 $4.29 Billion
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $484,347 - $571,736	-6,124 Reduced 11.22%	48,471 $4.38 Billion
Q2 2023 Jul 12, 2023	BUY	$76.59 - $87.23 $134,721 - $153,437	1,759 Added 3.33%	54,595 $4.43 Billion
Q1 2023 Jun 27, 2023	BUY	$76.97 - $93.11 $372,688 - $450,838	4,842 Added 10.09%	52,836 $4.38 Billion
Q4 2022 Jun 27, 2023	BUY	$76.09 - $94.08 $1.34 Million - $1.65 Million	17,583 Added 57.82%	47,994 $4.2 Billion
Q2 2022 Jun 27, 2023	BUY	$70.66 - $92.28 $2.15 Million - $2.81 Million	30,411 New	30,411 $2.17 Billion

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

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Strategies Wealth Advisors, LLC Energy Sector Spdr Transaction History