ACT WEALTH MANAGEMENT, LLC XLE Holdings History
ACT WEALTH MANAGEMENT, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 84,257.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $7.15 Mil. This investment constitutes 3.02% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.03% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q1. And since then ACT WEALTH MANAGEMENT, LLC has made 11 purchases of XLE, at an average price of $72.69, for a total of 111,041.00 shares. In addition, there have been 3 sales at an average price of $80.23 for 26,784.00 shares. Based on historical transaction data and XLE's current price of $88.06, ACT WEALTH MANAGEMENT, LLC's estimated gain on his XLE holdings is $1.50 Mil, reflecting a 18.54% gain to date.
ACT WEALTH MANAGEMENT, LLC XLE ($88.06) Holding Chart
ACT WEALTH MANAGEMENT, LLC XLE ($88.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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