A detailed history of Watershed Private Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Watershed Private Wealth LLC holds 9,120 shares of XLE stock, worth $839,222. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,120
Previous 4,560 100.0%
Holding current value
$839,222
Previous $407 Million 0.09%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 23, 2026

BUY
$85.22 - $92.02 $388,603 - $419,611
4,560 Added 100.0%
9,120 $408 Million
Q1 2024

May 07, 2024

SELL
$79.91 - $94.41 $15,982 - $18,882
-200 Reduced 4.2%
4,560 $431 Million
Q2 2023

Jul 13, 2023

SELL
$76.59 - $87.23 $162,370 - $184,927
-2,120 Reduced 30.81%
4,760 $386 Million
Q4 2022

Feb 10, 2023

BUY
$76.09 - $94.08 $523,499 - $647,270
6,880 New
6,880 $602 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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