Laurel Wealth Advisors LLC Energy Sector Spdr Transaction History

Laurel Wealth Advisors LLC

$624 Million
Q1 2025

A detailed history of Laurel Wealth Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Laurel Wealth Advisors LLC holds 16,578 shares of XLE stock, worth $1.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

16,578

Previous 15,963 3.85%

Holding current value

$1.4 Million

Previous $1.37 Million 12.07%

% of portfolio

0.25%

Previous 0.22%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$85.7 - $93.96 $52,705 - $57,785	615 Added 3.85%	16,578 $1.53 Million
Q4 2024 Jan 14, 2025	BUY	$83.32 - $97.27 $103,400 - $120,712	1,241 Added 8.43%	15,963 $1.37 Million
Q3 2024 Nov 05, 2024	BUY	$84.35 - $93.39 $34,667 - $38,383	411 Added 2.87%	14,722 $1.29 Million
Q2 2024 Jul 31, 2024	BUY	$88.04 - $98.08 $48,157 - $53,649	547 Added 3.97%	14,311 $1.3 Million
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $37,637 - $44,467	471 Added 3.54%	13,764 $1.3 Million
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $210,389 - $238,268	2,591 Added 24.21%	13,293 $1.11 Million
Q3 2023 Nov 14, 2023	SELL	$79.09 - $93.36 $55,363 - $65,352	-700 Reduced 6.14%	10,702 $967,000
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $21,521 - $24,511	281 Added 2.53%	11,402 $925,000
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $4,310 - $5,214	56 Added 0.51%	11,121 $921,000
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $45,806 - $56,636	602 Added 5.75%	11,065 $967,000
Q3 2022 Nov 15, 2022	SELL	$67.49 - $84.09 $1,754 - $2,186	-26 Reduced 0.25%	10,463 $754,000
Q2 2022 Aug 12, 2022	BUY	$70.66 - $92.28 $21,198 - $27,684	300 Added 2.94%	10,489 $750,000
Q1 2022 May 02, 2022	BUY	$57.22 - $78.75 $173,719 - $239,085	3,036 Added 42.44%	10,189 $779,000
Q4 2021 Feb 01, 2022	BUY	$53.01 - $59.14 $39,757 - $44,355	750 Added 11.71%	7,153 $397,000
Q3 2021 Nov 12, 2021	SELL	$45.79 - $54.81 $4,807 - $5,755	-105 Reduced 1.61%	6,403 $334,000
Q2 2021 Aug 02, 2021	BUY	$47.07 - $56.19 $12,708 - $15,171	270 Added 4.33%	6,508 $351,000
Q1 2021 May 04, 2021	BUY	$37.96 - $53.57 $13,210 - $18,642	348 Added 5.91%	6,238 $306,000
Q4 2020 Feb 04, 2021	SELL	$27.71 - $41.6 $33,806 - $50,752	-1,220 Reduced 17.16%	5,890 $223,000
Q3 2020 Nov 10, 2020	SELL	$29.95 - $38.58 $44,925 - $57,870	-1,500 Reduced 17.42%	7,110 $213,000
Q2 2020 Aug 06, 2020	BUY	$27.62 - $46.86 $6,352 - $10,777	230 Added 2.74%	8,610 $326,000
Q1 2020 Apr 30, 2020	SELL	$23.57 - $60.87 $4,360 - $11,260	-185 Reduced 2.16%	8,380 $244,000
Q4 2019 Jan 31, 2020	SELL	$55.9 - $61.99 $53,943 - $59,820	-965 Reduced 10.13%	8,565 $514,000
Q3 2019 Nov 13, 2019	SELL	$59.2 - $63.13 $42,032 - $44,822	-710 Reduced 6.93%	9,530 $564,000
Q2 2019 Aug 07, 2019	SELL	N/A	-439 Reduced 4.11%	10,240 $652,000
Q1 2019 May 09, 2019	SELL	N/A	-250 Reduced 2.29%	10,679 $706,000
Q4 2018 Feb 08, 2019	BUY	N/A	10,929 New	10,929 $627,000

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

445M

Call Options Held

50.2M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Laurel Wealth Advisors LLC Energy Sector Spdr Transaction History