Lake Street Financial LLC Energy Sector Spdr Transaction History

Lake Street Financial LLC

$588 Million
Q1 2025

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 6,104 shares of XLE stock, worth $501,870. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,104

Previous 6,165 0.99%

Holding current value

$501,870

Previous $528,000 6.82%

% of portfolio

0.1%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$85.7 - $93.96 $5,227 - $5,731	-61 Reduced 0.99%	6,104 $564,000
Q4 2024 Jan 15, 2025	SELL	$83.32 - $97.27 $2,582 - $3,015	-31 Reduced 0.5%	6,165 $528,000
Q3 2024 Oct 22, 2024	SELL	$84.35 - $93.39 $1.07 Million - $1.18 Million	-12,646 Reduced 67.12%	6,196 $544,000
Q2 2024 Jul 12, 2024	SELL	$88.04 - $98.08 $4,402 - $4,904	-50 Reduced 0.26%	18,842 $1.72 Million
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	$76.09 - $94.08 $45,273 - $55,977	595 Added 2.46%	24,741 $0
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $122,494 - $152,623	-1,815 Reduced 6.99%	24,146 $1.74 Million
Q2 2022 Jul 12, 2022	SELL	$70.66 - $92.28 $5,723 - $7,474	-81 Reduced 0.31%	25,961 $1.86 Million
Q1 2022 May 09, 2022	BUY	$57.22 - $78.75 $1.49 Million - $2.05 Million	26,042 New	26,042 $1.99 Million
Q1 2022 Apr 29, 2022	SELL	$57.22 - $78.75 $1.39 Million - $1.91 Million	-24,232 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	$53.01 - $59.14 $1.28 Million - $1.43 Million	24,232 New	24,232 $1.35 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
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Lake Street Financial LLC Energy Sector Spdr Transaction History