A detailed history of Lm Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 3,020 shares of XLE stock, worth $274,608. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,020
Previous 2,544 18.71%
Holding current value
$274,608
Previous $223,000 16.14%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$83.32 - $97.27 $39,660 - $46,300
476 Added 18.71%
3,020 $259,000
Q3 2024

Nov 07, 2024

BUY
$84.35 - $93.39 $214,586 - $237,584
2,544 New
2,544 $223,000
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $92,974 - $105,294
1,145 New
1,145 $96 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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