Lion Street Advisors, LLC Energy Sector Spdr Transaction History

Lion Street Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Lion Street Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lion Street Advisors, LLC holds 8,759 shares of XLE stock, worth $806,003. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,759
Previous 5,514 58.85%
Holding current value
$806,003
Previous $467,000 67.45%
% of portfolio
0.25%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$84.25 - $91.99 $273,391 - $298,507
3,245 Added 58.85%
8,759 $782,000
Q2 2025

Jul 25, 2025
SELL
$76.44 - $94.13 $5,350 - $6,589
-70 Reduced 1.25%
5,514 $467,000
Q1 2025

Apr 18, 2025
BUY
$85.7 - $93.96 $66,503 - $72,912
776 Added 16.14%
5,584 $516,000
Q4 2024

Jan 27, 2025
SELL
$83.32 - $97.27 $2,499 - $2,918
-30 Reduced 0.62%
4,808 $411,000
Q3 2024

Oct 10, 2024
SELL
$84.35 - $93.39 $36,439 - $40,344
-432 Reduced 8.2%
4,838 $424,000
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $17,608 - $19,616
200 Added 3.94%
5,270 $480,000
Q4 2023

Jan 09, 2024
SELL
$81.2 - $91.96 $569,536 - $645,007
-7,014 Reduced 58.04%
5,070 $425,000
Q3 2023

Oct 19, 2023
BUY
$79.09 - $93.36 $262,974 - $310,422
3,325 Added 37.96%
12,084 $1.09 Million
Q2 2023

Jul 28, 2023
BUY
$76.59 - $87.23 $251,751 - $286,725
3,287 Added 60.07%
8,759 $710,000
Q1 2023

Apr 12, 2023
BUY
$76.97 - $93.11 $421,179 - $509,497
5,472 New
5,472 $453,000

Others Institutions Holding XLE

# of Institutions
2,124
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

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