Lodestar Private Asset Management LLC Energy Sector Spdr Transaction History

Lodestar Private Asset Management LLC

  • $791 Million
  • Q1 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 7,044 shares of XLE stock, worth $574,297. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,044
Previous 7,810 9.81%
Holding current value
$574,297
Previous $669,000 1.64%
% of portfolio
0.08%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$85.7 - $93.96 $65,646 - $71,973
-766 Reduced 9.81%
7,044 $658,000
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $4,249 - $4,960
51 Added 0.66%
7,810 $669,000
Q3 2024

Oct 25, 2024
SELL
$84.35 - $93.39 $8,688 - $9,619
-103 Reduced 1.31%
7,759 $681,000
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $27,292 - $30,404
310 Added 4.1%
7,862 $716,000
Q1 2024

Apr 25, 2024
BUY
$79.91 - $94.41 $7,831 - $9,252
98 Added 1.31%
7,552 $713 Million
Q4 2023

Jan 29, 2024
SELL
$81.2 - $91.96 $10,312 - $11,678
-127 Reduced 1.68%
7,454 $625 Million
Q3 2023

Oct 31, 2023
BUY
$79.09 - $93.36 $64,616 - $76,275
817 Added 12.08%
7,581 $685 Million
Q2 2023

Jul 27, 2023
SELL
$76.59 - $87.23 $3,829 - $4,361
-50 Reduced 0.73%
6,764 $549 Million
Q1 2023

Apr 25, 2023
BUY
$76.97 - $93.11 $384 - $465
5 Added 0.07%
6,814 $564 Million
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $518,096 - $640,590
6,809 New
6,809 $596 Million

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Lodestar Private Asset Management LLC Portfolio

Follow Lodestar Private Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email