Cadence Wealth Management LLC XLE Holdings History
Cadence Wealth Management LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Cadence Wealth Management LLC held 78,189.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $7.31 Mil. This investment constitutes 5.4% of their stock portfolio, and Cadence Wealth Management LLC now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2021Q1. And since then Cadence Wealth Management LLC has made 9 purchases of XLE, at an average price of $48.05, for a total of 395,894.00 shares. In addition, there have been 7 sales at an average price of $69.82 for 317,705.00 shares. Based on historical transaction data and XLE's current price of $85.57, Cadence Wealth Management LLC's estimated gain on his XLE holdings is $9.85 Mil, reflecting a 51.78% gain to date.
Cadence Wealth Management LLC XLE ($85.57) Holding Chart
Cadence Wealth Management LLC XLE ($85.57) 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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