Wealth Enhancement Advisory Services, LLC Energy Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 168,286 shares of XLE stock, worth $14.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

168,286

Previous 154,775 8.73%

Holding current value

$14.9 Million

Previous $13.6 Million 6.08%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$83.32 - $97.27 $1.13 Million - $1.31 Million	13,511 Added 8.73%	168,286 $14.4 Million
Q3 2024 Oct 23, 2024	SELL	$84.35 - $93.39 $734,519 - $813,240	-8,708 Reduced 5.33%	154,775 $13.6 Million
Q2 2024 Jul 16, 2024	BUY	$88.04 - $98.08 $3.78 Million - $4.21 Million	42,961 Added 35.65%	163,483 $14.9 Million
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $65,046 - $76,849	-814 Reduced 0.67%	120,522 $11.4 Million
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $199,021 - $225,393	2,451 Added 2.06%	121,336 $10.2 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $9.08 Million - $10.7 Million	114,846 Added 2843.43%	118,885 $10.7 Million
Q2 2023 Jul 21, 2023	SELL	$76.59 - $87.23 $67,246 - $76,587	-878 Reduced 17.86%	4,039 $327,000
Q1 2023 Apr 25, 2023	BUY	$76.97 - $93.11 $77,739 - $94,041	1,010 Added 25.85%	4,917 $407,000
Q4 2022 Feb 01, 2023	SELL	$76.09 - $94.08 $1,978 - $2,446	-26 Reduced 0.66%	3,907 $341,000
Q3 2022 Oct 17, 2022	BUY	$67.49 - $84.09 $23,554 - $29,347	349 Added 9.74%	3,933 $322,000
Q2 2022 Jul 18, 2022	BUY	$70.66 - $92.28 $30,101 - $39,311	426 Added 13.49%	3,584 $254,000
Q1 2022 Apr 18, 2022	SELL	$57.22 - $78.75 $25,348 - $34,886	-443 Reduced 12.3%	3,158 $244,000
Q4 2021 Feb 08, 2022	BUY	$53.01 - $59.14 $190,889 - $212,963	3,601 New	3,601 $241,000

Others Institutions Holding XLE

# of Institutions

2,028

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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Wealth Enhancement Advisory Services, LLC Energy Sector Spdr Transaction History