Key Client Fiduciary Advisors, LLC Energy Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 4,330 shares of XLE stock, worth $353,024. This represents 0.2% of its overall portfolio holdings.

Number of Shares

4,330

Previous 4,207 2.92%

Holding current value

$353,024

Previous $360,000 11.11%

% of portfolio

0.2%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$85.7 - $93.96 $10,541 - $11,557	123 Added 2.92%	4,330 $400,000
Q4 2024 Jan 17, 2025	BUY	$83.32 - $97.27 $2,166 - $2,529	26 Added 0.62%	4,207 $360,000
Q3 2024 Oct 18, 2024	SELL	$84.35 - $93.39 $13,664 - $15,129	-162 Reduced 3.73%	4,181 $367,000
Q2 2024 Jul 16, 2024	SELL	$88.04 - $98.08 $58,546 - $65,223	-665 Reduced 13.28%	4,343 $395,000
Q1 2024 Apr 15, 2024	BUY	$79.91 - $94.41 $95,732 - $113,103	1,198 Added 31.44%	5,008 $472,000
Q4 2023 Jan 09, 2024	BUY	$81.2 - $91.96 $18,513 - $20,966	228 Added 6.37%	3,810 $319,000
Q3 2023 Nov 14, 2023	SELL	$79.09 - $93.36 $35,511 - $41,918	-449 Reduced 11.14%	3,582 $323,000
Q2 2023 Jul 13, 2023	SELL	$76.59 - $87.23 $62,344 - $71,005	-814 Reduced 16.8%	4,031 $327,000
Q1 2023 Apr 25, 2023	BUY	$76.97 - $93.11 $84,051 - $101,676	1,092 Added 29.1%	4,845 $401,000
Q4 2022 Jan 17, 2023	BUY	$76.09 - $94.08 $53,567 - $66,232	704 Added 23.09%	3,753 $0
Q3 2022 Oct 12, 2022	BUY	$67.49 - $84.09 $67 - $84	1 Added 0.03%	3,049 $220,000
Q2 2022 Jul 19, 2022	BUY	$70.66 - $92.28 $1,625 - $2,122	23 Added 0.76%	3,048 $218,000
Q1 2022 Apr 18, 2022	SELL	$57.22 - $78.75 $1.12 Million - $1.54 Million	-19,517 Reduced 86.58%	3,025 $231,000
Q4 2021 Mar 01, 2022	BUY	$53.01 - $59.14 $1.19 Million - $1.33 Million	22,542 New	22,542 $1.25 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Key Client Fiduciary Advisors, LLC Energy Sector Spdr Transaction History