Tyler Stone Wealth Management Energy Sector Spdr Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Tyler Stone Wealth Management holds 23,972 shares of XLE stock, worth $2.03 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

23,972

Previous 11,870 101.95%

Holding current value

$2.03 Million

Previous $1.08 Million 94.63%

% of portfolio

0.41%

Previous 0.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$84.35 - $93.39 $1.02 Million - $1.13 Million	12,102 Added 101.95%	23,972 $2.1 Million
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $352 - $392	4 Added 0.03%	11,870 $1.08 Million
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $1,758 - $2,077	-22 Reduced 0.19%	11,866 $1.12 Million
Q4 2023 Feb 14, 2024	SELL	$81.2 - $91.96 $4,628 - $5,241	-57 Reduced 0.48%	11,888 $996,000
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $553 - $653	7 Added 0.06%	11,945 $1.08 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $14,781 - $16,835	193 Added 1.64%	11,938 $969,000
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $8,293 - $10,254	109 Added 0.94%	11,745 $1.03 Million
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $20,719 - $25,815	307 Added 2.71%	11,636 $838,000
Q2 2022 Aug 11, 2022	SELL	$70.66 - $92.28 $16,675 - $21,778	-236 Reduced 2.04%	11,329 $810,000
Q1 2022 May 12, 2022	BUY	$57.22 - $78.75 $19,512 - $26,853	341 Added 3.04%	11,565 $884,000
Q4 2021 Feb 22, 2022	BUY	$53.01 - $59.14 $594,984 - $663,787	11,224 New	11,224 $623,000

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

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Tyler Stone Wealth Management Energy Sector Spdr Transaction History