Lake Street Financial LLC Energy Sector Spdr Transaction History

Lake Street Financial LLC

  • $713 Million
  • Q1 2024

A detailed history of Lake Street Financial LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lake Street Financial LLC holds 18,892 shares of XLE stock, worth $1.73 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
18,892
Previous 19,745 4.32%
Holding current value
$1.73 Million
Previous $1.66 Million 7.73%
% of portfolio
0.25%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$79.91 - $94.41 $68,163 - $80,531
-853 Reduced 4.32%
18,892 $1.78 Million
Q4 2023

Jan 10, 2024
SELL
$81.2 - $91.96 $224,436 - $254,177
-2,764 Reduced 12.28%
19,745 $1.66 Million
Q3 2023

Oct 20, 2023
BUY
$79.09 - $93.36 $48,403 - $57,136
612 Added 2.79%
22,509 $2.03 Million
Q2 2023

Jul 18, 2023
SELL
$76.59 - $87.23 $240,722 - $274,163
-3,143 Reduced 12.55%
21,897 $1.78 Million
Q1 2023

Apr 17, 2023
BUY
$76.97 - $93.11 $23,014 - $27,839
299 Added 1.21%
25,040 $2.07 Million
Q4 2022

Jan 25, 2023
BUY
$82.68 - $94.08 $49,194 - $55,977
595 Added 2.46%
24,741 $0
Q3 2022

Oct 21, 2022
SELL
N/A
-1,815 Reduced 6.99%
24,146 $1.74 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-81 Reduced 0.31%
25,961 $1.86 Million
Q1 2022

May 09, 2022
BUY
N/A
26,042 New
26,042 $1.99 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-24,232 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
N/A
24,232 New
24,232 $1.35 Million

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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