Wealth Plan Investment Management, LLC Energy Sector Spdr Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,496 shares of XLE stock, worth $229,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,496

Previous 3,489 28.46%

Holding current value

$229,681

Previous $295,000 24.75%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$84.25 - $91.99 $83,660 - $91,346	-993 Reduced 28.46%	2,496 $222,000
Q2 2025 Jul 28, 2025	BUY	$76.44 - $94.13 $266,699 - $328,419	3,489 New	3,489 $295,000
Q3 2023 Nov 09, 2023	BUY	$79.09 - $93.36 $676,931 - $799,068	8,559 New	8,559 $773,000
Q1 2023 May 08, 2023	SELL	$76.97 - $93.11 $616,144 - $745,345	-8,005 Reduced 95.35%	390 $32,000
Q4 2022 Feb 15, 2023	SELL	$76.09 - $94.08 $21,685 - $26,812	-285 Reduced 3.28%	8,395 $734,000

Q3 2022 Dec 12, 2022	SELL	$67.49 - $84.09 $157,049 - $195,677	-2,327 Reduced 21.14%	8,680 $739,000
Q1 2022 Sep 07, 2022	BUY	$57.22 - $78.75 $629,820 - $866,801	11,007 New	11,007 $827,000

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Energy Sector Spdr Transaction History