Guardian Asset Advisors, LLC Energy Sector Spdr Transaction History

Guardian Asset Advisors, LLC

$186 Billion
Q3 2025

A detailed history of Guardian Asset Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 4,278 shares of XLE stock, worth $393,661. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,278

Previous 4,991 14.29%

Holding current value

$393,661

Previous $423 Million 9.75%

% of portfolio

0.21%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$84.25 - $91.99 $60,070 - $65,588	-713 Reduced 14.29%	4,278 $382 Million
Q2 2025 Jul 30, 2025	SELL	$76.44 - $94.13 $41,889 - $51,583	-548 Reduced 9.89%	4,991 $423 Million
Q1 2025 Apr 24, 2025	BUY	$85.7 - $93.96 $11,226 - $12,308	131 Added 2.42%	5,539 $518 Million
Q4 2024 Jan 29, 2025	SELL	$83.32 - $97.27 $1.17 Million - $1.36 Million	-14,028 Reduced 72.18%	5,408 $464 Million
Q3 2024 Oct 08, 2024	BUY	$84.35 - $93.39 $131,079 - $145,128	1,554 Added 8.69%	19,436 $1.71 Billion
Q2 2024 Jul 15, 2024	BUY	$88.04 - $98.08 $354,977 - $395,458	4,032 Added 29.11%	17,882 $1.63 Billion
Q1 2024 May 06, 2024	SELL	$79.91 - $94.41 $46,587 - $55,041	-583 Reduced 4.04%	13,850 $1.31 Billion
Q4 2023 May 03, 2024	BUY	$81.2 - $91.96 $1.17 Million - $1.33 Million	14,433 New	14,433 $1.21 Billion

Others Institutions Holding XLE

# of Institutions

2,122

Shares Held

210M

Call Options Held

60.3M

Put Options Held

131M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Asset Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Asset Advisors, LLC with notifications on news.

Account

Guardian Asset Advisors, LLC Energy Sector Spdr Transaction History