Wmg Financial Advisors, LLC Energy Sector Spdr Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 31,403 shares of XLE stock, worth $2.89 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

31,403

Previous 16,129 94.7%

Holding current value

$2.89 Million

Previous $1.37 Million 105.19%

% of portfolio

1.03%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$84.25 - $91.99 $1.29 Million - $1.41 Million	15,274 Added 94.7%	31,403 $2.81 Million
Q2 2025 Jul 24, 2025	BUY	$76.44 - $94.13 $959,322 - $1.18 Million	12,550 Added 350.66%	16,129 $1.37 Million
Q1 2025 May 06, 2025	SELL	$85.7 - $93.96 $584,902 - $641,277	-6,825 Reduced 65.6%	3,579 $334,000
Q4 2024 Feb 06, 2025	BUY	$83.32 - $97.27 $521,666 - $609,007	6,261 Added 151.12%	10,404 $891,000
Q3 2024 Oct 31, 2024	BUY	$84.35 - $93.39 $30,197 - $33,433	358 Added 9.46%	4,143 $363,000

Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $333,231 - $371,232	3,785 New	3,785 $345,000

Others Institutions Holding XLE

# of Institutions

2,119

Shares Held

214M

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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Wmg Financial Advisors, LLC Energy Sector Spdr Transaction History