Wealth Plan Partners, LLC Energy Sector Spdr Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 4,089 shares of XLE stock, worth $368,173. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,089
Previous 5,793 29.41%
Holding current value
$368,173
Previous $509 Million 31.14%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Jan 30, 2025
SELL
$83.32 - $97.27 $141,977 - $165,748
-1,704 Reduced 29.41%
4,089 $350 Million
Q3 2024

Nov 05, 2024
SELL
$84.35 - $93.39 $76,758 - $84,984
-910 Reduced 13.58%
5,793 $509 Million
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $25,179 - $28,050
286 Added 4.46%
6,703 $611 Million
Q1 2024

May 07, 2024
SELL
$79.91 - $94.41 $12,146 - $14,350
-152 Reduced 2.31%
6,417 $606 Million
Q4 2023

Jan 05, 2024
SELL
$81.2 - $91.96 $161,588 - $183,000
-1,990 Reduced 23.25%
6,569 $551 Million
Q3 2023

Nov 01, 2023
BUY
$79.09 - $93.36 $38,675 - $45,653
489 Added 6.06%
8,559 $774 Million
Q2 2023

Jul 31, 2023
BUY
$76.59 - $87.23 $9,650 - $10,990
126 Added 1.59%
8,070 $655 Million
Q1 2023

May 10, 2023
SELL
$76.97 - $93.11 $34,713 - $41,992
-451 Reduced 5.37%
7,944 $658 Million
Q4 2022

Feb 16, 2023
SELL
$76.09 - $94.08 $198,747 - $245,736
-2,612 Reduced 23.73%
8,395 $756 Million
Q1 2022

May 03, 2022
BUY
$57.22 - $78.75 $114,325 - $157,342
1,998 Added 22.18%
11,007 $827,000
Q4 2021

Feb 01, 2022
BUY
$53.01 - $59.14 $51,419 - $57,365
970 Added 12.07%
9,009 $594,000
Q3 2021

Dec 09, 2021
SELL
$45.79 - $54.81 $6,685 - $8,002
-146 Reduced 1.78%
8,039 $0
Q2 2021

Aug 19, 2021
BUY
$47.07 - $56.19 $194,493 - $232,177
4,132 Added 101.95%
8,185 $410,000
Q1 2021

May 11, 2021
BUY
$37.96 - $53.57 $153,851 - $217,119
4,053 New
4,053 $206,000
Q2 2019

Aug 19, 2019
SELL
N/A
-3,248 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
149 Added 4.81%
3,248 $208,000
Q4 2018

Feb 20, 2019
SELL
N/A
-873 Reduced 21.98%
3,099 $205,000
Q3 2018

Nov 21, 2018
SELL
N/A
-58,239 Reduced 93.62%
3,972 $258,000
Q2 2018

Aug 16, 2018
BUY
N/A
13,325 Added 27.26%
62,211 $4.72 Million
Q1 2018

May 16, 2018
BUY
N/A
48,886 New
48,886 $3.3 Million

Others Institutions Holding XLE

# of Institutions
2,076
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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