Towerpoint Wealth, LLC Energy Sector Spdr Transaction History

Towerpoint Wealth, LLC

  • $244 Million
  • Q4 2025

A detailed history of Towerpoint Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 10,247 shares of XLE stock, worth $942,928. This represents 0.39% of its overall portfolio holdings.

Number of Shares
10,247
Previous 5,124 99.98%
Holding current value
$942,928
Previous $457,000 106.13%
% of portfolio
0.39%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$85.22 - $92.02 $436,582 - $471,418
5,123 Added 99.98%
10,247 $942,000
Q3 2025

Oct 07, 2025
BUY
$84.25 - $91.99 $84 - $91
1 Added 0.02%
5,124 $457,000
Q2 2025

Jul 09, 2025
SELL
$76.44 - $94.13 $687 - $847
-9 Reduced 0.18%
5,123 $434,000
Q1 2025

Apr 09, 2025
BUY
$85.7 - $93.96 $857 - $939
10 Added 0.2%
5,132 $474,000
Q4 2024

Jan 14, 2025
SELL
$83.32 - $97.27 $91,651 - $106,997
-1,100 Reduced 17.68%
5,122 $438,000
Q2 2024

Jul 12, 2024
SELL
$88.04 - $98.08 $21,745 - $24,225
-247 Reduced 3.82%
6,222 $567,000
Q1 2024

Apr 15, 2024
BUY
$79.91 - $94.41 $100,446 - $118,673
1,257 Added 24.12%
6,469 $610,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $79 - $93
1 Added 0.02%
5,212 $471,000
Q4 2022

Feb 10, 2023
SELL
$76.09 - $94.08 $34,164 - $42,241
-449 Reduced 7.93%
5,211 $455,000
Q2 2022

Aug 08, 2022
BUY
$70.66 - $92.28 $847 - $1,107
12 Added 0.21%
5,660 $405,000
Q3 2021

Nov 12, 2021
SELL
$45.79 - $54.81 $46,660 - $55,851
-1,019 Reduced 15.28%
5,648 $294,000
Q4 2020

Feb 10, 2021
BUY
$27.71 - $41.6 $27 - $41
1 Added 0.02%
6,667 $253,000
Q3 2020

Nov 13, 2020
BUY
$29.95 - $38.58 $778 - $1,003
26 Added 0.39%
6,666 $200,000
Q2 2020

Aug 07, 2020
BUY
$27.62 - $46.86 $183,396 - $311,150
6,640 New
6,640 $251,000

Others Institutions Holding XLE

# of Institutions
2,131
Shares Held
219M
Call Options Held
57.3M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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