Wealth Bridge Capital Management, LLC Energy Sector Spdr Transaction History

Wealth Bridge Capital Management, LLC

  • $354 Million
  • Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 8,571 shares of XLE stock, worth $779,961. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,571
Previous 7,957 7.72%
Holding current value
$779,961
Previous $698,000 5.16%
% of portfolio
0.21%
Previous 0.2%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$83.32 - $97.27 $51,158 - $59,723
614 Added 7.72%
8,571 $734,000
Q3 2024

Oct 07, 2024
BUY
$84.35 - $93.39 $5,904 - $6,537
70 Added 0.89%
7,957 $698,000
Q2 2024

Aug 02, 2024
BUY
$88.04 - $98.08 $106,528 - $118,676
1,210 Added 18.12%
7,887 $718,000
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $6,952 - $8,213
87 Added 1.32%
6,677 $630,000
Q4 2023

Feb 12, 2024
SELL
$81.2 - $91.96 $110,432 - $125,065
-1,360 Reduced 17.11%
6,590 $552,000
Q3 2023

Nov 08, 2023
BUY
$79.09 - $93.36 $66,989 - $79,075
847 Added 11.92%
7,950 $718,000
Q2 2023

Aug 01, 2023
SELL
$76.59 - $87.23 $11,794 - $13,433
-154 Reduced 2.12%
7,103 $576,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $78,047 - $94,413
1,014 Added 16.24%
7,257 $601,000
Q4 2022

Jan 31, 2023
BUY
$76.09 - $94.08 $57,600 - $71,218
757 Added 13.8%
6,243 $546,000
Q2 2022

Aug 12, 2022
BUY
$70.66 - $92.28 $151,071 - $197,294
2,138 Added 63.86%
5,486 $392,000
Q1 2022

Apr 15, 2022
SELL
$57.22 - $78.75 $14,877 - $20,475
-260 Reduced 7.21%
3,348 $256,000
Q4 2021

Feb 11, 2022
SELL
$53.01 - $59.14 $75,327 - $84,037
-1,421 Reduced 28.26%
3,608 $200,000
Q3 2021

Nov 12, 2021
SELL
$45.79 - $54.81 $167,957 - $201,043
-3,668 Reduced 42.18%
5,029 $262,000
Q2 2021

Aug 16, 2021
BUY
$47.07 - $56.19 $128,924 - $153,904
2,739 Added 45.97%
8,697 $469,000
Q1 2021

May 17, 2021
BUY
$37.96 - $53.57 $226,165 - $319,170
5,958 New
5,958 $292,000
Q3 2019

Nov 14, 2019
SELL
$59.2 - $63.13 $265,630 - $283,264
-4,487 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
N/A
883 Added 24.5%
4,487 $257,000
Q1 2019

May 15, 2019
SELL
N/A
-883 Reduced 19.68%
3,604 $230,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,487 New
4,487 $257,000

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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