Lgt Financial Advisors LLC Energy Sector Spdr Transaction History

Lgt Financial Advisors LLC

$40.5 Billion
Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 136 shares of XLE stock, worth $11,430. This represents 0.03% of its overall portfolio holdings.

Number of Shares

136

Previous 167 18.56%

Holding current value

$11,430

Previous $15.3 Million 21.95%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$84.35 - $93.39 $2,614 - $2,895	-31 Reduced 18.56%	136 $11.9 Million
Q2 2024 Aug 05, 2024	SELL	$88.04 - $98.08 $18,752 - $20,891	-213 Reduced 56.05%	167 $15.3 Million
Q1 2024 May 02, 2024	SELL	$79.91 - $94.41 $36,998 - $43,711	-463 Reduced 54.92%	380 $35.9 Million
Q4 2023 Feb 12, 2024	BUY	$81.2 - $91.96 $7,714 - $8,736	95 Added 12.7%	843 $70.7 Million
Q3 2023 Nov 01, 2023	SELL	$79.09 - $93.36 $4,587 - $5,414	-58 Reduced 7.2%	748 $67.6 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $37,452 - $42,655	489 Added 154.26%	806 $65.4 Million
Q1 2023 May 15, 2023	BUY	$76.97 - $93.11 $16,394 - $19,832	213 Added 204.81%	317 $26.3 Million
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $7,913 - $9,784	104 New	104 $9.12 Million

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Lgt Financial Advisors LLC Energy Sector Spdr Transaction History