Lm Advisors LLC Energy Sector Spdr Transaction History

Lm Advisors LLC

$492 Million
Q3 2024

A detailed history of Lm Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 2,544 shares of XLE stock, worth $214,128. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,544

Holding current value

$214,128

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$84.35 - $93.39 $214,586 - $237,584	2,544 New	2,544 $223,000
Q4 2023 Feb 14, 2024	BUY	$81.2 - $91.96 $92,974 - $105,294	1,145 New	1,145 $96 Million

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.65 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.49 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$701 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$680 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.

Account