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 4,838 shares of XLE stock, worth $458,303. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,838
Previous 5,270 8.2%
Holding current value
$458,303
Previous $480,000 11.67%
% of portfolio
0.15%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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