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 19,436 shares of XLE stock, worth $1.64 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
19,436
Previous 17,882 8.69%
Holding current value
$1.64 Million
Previous $1.63 Billion 4.76%
% of portfolio
1.16%
Previous 1.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


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