Western Wealth Management, LLC Energy Sector Spdr Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Western Wealth Management, LLC holds 47,235 shares of XLE stock, worth $4.35 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

47,235

Previous 50,570 6.59%

Holding current value

$4.35 Million

Previous $4.29 Million 1.61%

% of portfolio

0.23%

Previous 0.26%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$84.25 - $91.99 $280,973 - $306,786	-3,335 Reduced 6.59%	47,235 $4.22 Million
Q2 2025 Aug 08, 2025	SELL	$76.44 - $94.13 $100,365 - $123,592	-1,313 Reduced 2.53%	50,570 $4.29 Million
Q1 2025 Apr 23, 2025	SELL	$85.7 - $93.96 $104,639 - $114,725	-1,221 Reduced 2.3%	51,883 $4.85 Million
Q4 2024 Apr 15, 2025	BUY	$83.32 - $97.27 $4.21 Million - $4.92 Million	50,558 Added 1985.78%	53,104 $4.55 Million
Q4 2024 Feb 18, 2025	SELL	$83.32 - $97.27 $4.69 Million - $5.48 Million	-56,314 Reduced 95.67%	2,546 $218,000

Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $888,289 - $983,490	-10,531 Reduced 15.18%	58,860 $5.17 Million
Q2 2024 Jul 19, 2024	SELL	$88.04 - $98.08 $188,229 - $209,695	-2,138 Reduced 2.99%	69,391 $6.32 Million
Q1 2024 May 02, 2024	BUY	$79.91 - $94.41 $1.15 Million - $1.36 Million	14,358 Added 25.11%	71,529 $6.75 Million
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $1.12 Million - $1.27 Million	13,845 Added 31.96%	57,171 $4.79 Million
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $31,082 - $36,690	393 Added 0.92%	43,326 $3.92 Million
Q2 2023 Aug 30, 2023	SELL	$76.59 - $87.23 $866,232 - $986,571	-11,310 Reduced 20.85%	42,933 $3.48 Million
Q1 2023 Aug 30, 2023	SELL	$76.97 - $93.11 $406,940 - $492,272	-5,287 Reduced 8.88%	54,243 $4.49 Million
Q4 2022 Feb 02, 2023	SELL	$76.09 - $94.08 $3.28 Million - $4.05 Million	-43,048 Reduced 41.97%	59,530 $5.21 Million
Q3 2022 Nov 04, 2022	SELL	$67.49 - $84.09 $2.45 Million - $3.05 Million	-36,316 Reduced 26.15%	102,578 $7.39 Million
Q2 2022 Jul 18, 2022	BUY	$70.66 - $92.28 $2.6 Million - $3.4 Million	36,792 Added 36.03%	138,894 $9.93 Million
Q1 2022 May 10, 2022	BUY	$57.22 - $78.75 $1.73 Million - $2.39 Million	30,304 Added 42.21%	102,102 $7.81 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $95,099 - $106,097	1,794 Added 2.56%	71,798 $4 Million
Q2 2021 Aug 09, 2021	BUY	$47.07 - $56.19 $401,883 - $479,750	8,538 Added 13.89%	70,004 $3.77 Million
Q1 2021 May 14, 2021	SELL	$37.96 - $53.57 $45,893 - $64,766	-1,209 Reduced 1.93%	61,466 $3.02 Million
Q4 2020 Feb 10, 2021	BUY	$27.71 - $41.6 $25,077 - $37,648	905 Added 1.47%	62,675 $2.38 Million
Q3 2020 Oct 27, 2020	BUY	$29.95 - $38.58 $3,234 - $4,166	108 Added 0.18%	61,770 $1.85 Million
Q2 2020 Jul 20, 2020	BUY	$27.62 - $46.86 $817,828 - $1.39 Million	29,610 Added 92.38%	61,662 $2.33 Million
Q1 2020 Apr 27, 2020	SELL	$23.57 - $60.87 $2.43 Million - $6.28 Million	-103,190 Reduced 76.3%	32,052 $934,000
Q4 2019 Feb 10, 2020	BUY	$55.9 - $61.99 $6.38 Million - $7.08 Million	114,136 Added 540.78%	135,242 $8.03 Million
Q3 2019 Nov 08, 2019	SELL	$59.2 - $63.13 $13.5 Million - $14.4 Million	-227,909 Reduced 91.52%	21,106 $1.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	224,120 Added 900.26%	249,015 $16 Million
Q1 2019 May 10, 2019	SELL	N/A	-3,070 Reduced 10.98%	24,895 $1.65 Million
Q4 2018 Feb 15, 2019	BUY	N/A	27,965 New	27,965 $1.61 Million

Others Institutions Holding XLE

# of Institutions

2,118

Shares Held

211M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

Western Wealth Management, LLC Energy Sector Spdr Transaction History