Winch Advisory Services, LLC Energy Sector Spdr Transaction History

Winch Advisory Services, LLC

  • $427 Million
  • Q3 2025

A detailed history of Winch Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Winch Advisory Services, LLC holds 1,588 shares of XLE stock, worth $146,127. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,588
Previous 1,575 0.83%
Holding current value
$146,127
Previous $133,000 6.02%
% of portfolio
0.03%
Previous 0.03%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$84.25 - $91.99 $1,095 - $1,195
13 Added 0.83%
1,588 $141,000
Q2 2025

Aug 07, 2025
BUY
$76.44 - $94.13 $993 - $1,223
13 Added 0.83%
1,575 $133,000
Q1 2025

May 05, 2025
SELL
$85.7 - $93.96 $6,084 - $6,671
-71 Reduced 4.35%
1,562 $145,000
Q4 2024

Jan 14, 2025
SELL
$83.32 - $97.27 $19,830 - $23,150
-238 Reduced 12.72%
1,633 $139,000
Q3 2024

Oct 21, 2024
SELL
$84.35 - $93.39 $1,096 - $1,214
-13 Reduced 0.69%
1,871 $164,000
Q2 2024

Jul 31, 2024
SELL
$88.04 - $98.08 $13,470 - $15,006
-153 Reduced 7.51%
1,884 $171,000
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $12,785 - $15,105
-160 Reduced 7.28%
2,037 $192,000
Q4 2023

Jan 18, 2024
SELL
$81.2 - $91.96 $1,867 - $2,115
-23 Reduced 1.04%
2,197 $184,000
Q3 2023

Nov 06, 2023
SELL
$79.09 - $93.36 $4,508 - $5,321
-57 Reduced 2.5%
2,220 $201,000
Q2 2023

Aug 08, 2023
BUY
$76.59 - $87.23 $8,501 - $9,682
111 Added 5.12%
2,277 $185,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $6,234 - $7,541
81 Added 3.88%
2,166 $179,000
Q4 2022

Jan 26, 2023
BUY
$76.09 - $94.08 $34,240 - $42,336
450 Added 27.52%
2,085 $182,000
Q3 2022

Oct 31, 2022
BUY
$67.49 - $84.09 $202 - $252
3 Added 0.18%
1,635 $118,000
Q2 2022

Aug 12, 2022
BUY
$70.66 - $92.28 $3,462 - $4,521
49 Added 3.1%
1,632 $117,000
Q1 2022

Apr 26, 2022
BUY
$57.22 - $78.75 $4,234 - $5,827
74 Added 4.9%
1,583 $121,000
Q4 2021

Feb 04, 2022
BUY
$53.01 - $59.14 $4,876 - $5,440
92 Added 6.49%
1,509 $84,000
Q3 2021

Nov 10, 2021
BUY
$45.79 - $54.81 $183 - $219
4 Added 0.28%
1,417 $74,000
Q2 2021

Aug 05, 2021
SELL
$47.07 - $56.19 $2.82 Million - $3.37 Million
-59,911 Reduced 97.7%
1,413 $76,000
Q1 2021

May 03, 2021
BUY
$37.96 - $53.57 $35,530 - $50,141
936 Added 1.55%
61,324 $3.01 Million
Q4 2020

Feb 09, 2021
BUY
$27.71 - $41.6 $1.64 Million - $2.46 Million
59,111 Added 4628.9%
60,388 $2.29 Million
Q3 2020

Nov 04, 2020
SELL
$29.95 - $38.58 $299 - $385
-10 Reduced 0.78%
1,277 $38,000
Q2 2020

Aug 12, 2020
BUY
$27.62 - $46.86 $193 - $328
7 Added 0.55%
1,287 $49,000
Q1 2020

May 13, 2020
BUY
$23.57 - $60.87 $542 - $1,400
23 Added 1.83%
1,280 $37,000
Q4 2019

Feb 12, 2020
SELL
$55.9 - $61.99 $69,036 - $76,557
-1,235 Reduced 49.56%
1,257 $75,000
Q3 2019

Nov 13, 2019
SELL
$59.2 - $63.13 $1,598 - $1,704
-27 Reduced 1.07%
2,492 $148,000
Q2 2019

Aug 07, 2019
SELL
N/A
-90 Reduced 3.45%
2,519 $160,000
Q1 2019

May 13, 2019
BUY
N/A
400 Added 18.11%
2,609 $172,000
Q4 2018

Feb 05, 2019
BUY
N/A
40 Added 1.84%
2,209 $127,000
Q3 2018

Nov 13, 2018
BUY
N/A
418 Added 23.87%
2,169 $164,000
Q2 2018

Aug 13, 2018
BUY
N/A
831 Added 90.33%
1,751 $133,000
Q3 2017

Nov 13, 2017
BUY
N/A
920
920 $64,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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