Wetzel Investment Advisors, Inc. Energy Sector Spdr Transaction History

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 3,346 shares of XLE stock, worth $301,374. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,346
Previous 3,328 0.54%
Holding current value
$301,374
Previous $292,000 2.05%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jan 22, 2025
BUY
$83.32 - $97.27 $1,499 - $1,750
18 Added 0.54%
3,346 $286,000
Q3 2024

Oct 29, 2024
SELL
$84.35 - $93.39 $180,593 - $199,947
-2,141 Reduced 39.15%
3,328 $292,000
Q1 2024

Apr 23, 2024
SELL
$79.91 - $94.41 $2,796 - $3,304
-35 Reduced 0.64%
5,469 $516,000
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $446,924 - $506,147
5,504 New
5,504 $461,000

Others Institutions Holding XLE

# of Institutions
2,167
Shares Held
231M
Call Options Held
58.1M
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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