Key Client Fiduciary Advisors, LLC Energy Sector Spdr Transaction History

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024

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 4,207 shares of XLE stock, worth $378,924. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,207
Previous 4,181 0.62%
Holding current value
$378,924
Previous $367,000 1.91%
% of portfolio
0.18%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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