Lowe Wealth Advisors, LLC Energy Sector Spdr Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 23,468 shares of XLE stock, worth $2.06 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

23,468

Previous 22,876 2.59%

Holding current value

$2.06 Million

Previous $2.01 Million 0.1%

% of portfolio

0.87%

Previous 0.87%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$83.32 - $97.27 $49,325 - $57,583	592 Added 2.59%	23,468 $2.01 Million
Q3 2024 Oct 02, 2024	SELL	$84.35 - $93.39 $42,681 - $47,255	-506 Reduced 2.16%	22,876 $2.01 Million
Q2 2024 Jul 09, 2024	SELL	$88.04 - $98.08 $57,049 - $63,555	-648 Reduced 2.7%	23,382 $2.13 Million
Q1 2024 Apr 08, 2024	BUY	$79.91 - $94.41 $2,157 - $2,549	27 Added 0.11%	24,030 $2.27 Million
Q4 2023 Jan 04, 2024	BUY	$81.2 - $91.96 $29,800 - $33,749	367 Added 1.55%	24,003 $2.01 Million
Q3 2023 Oct 20, 2023	BUY	$79.09 - $93.36 $516,615 - $609,827	6,532 Added 38.19%	23,636 $2.14 Million
Q2 2023 Jul 06, 2023	BUY	$76.59 - $87.23 $246,160 - $280,357	3,214 Added 23.14%	17,104 $1.39 Million
Q1 2023 Apr 05, 2023	SELL	$76.97 - $93.11 $98,906 - $119,646	-1,285 Reduced 8.47%	13,890 $1.15 Million
Q4 2022 Jan 17, 2023	BUY	$76.09 - $94.08 $56,458 - $69,807	742 Added 5.14%	15,175 $0
Q3 2022 Oct 06, 2022	BUY	$67.49 - $84.09 $86,252 - $107,467	1,278 Added 9.71%	14,433 $1.04 Million
Q2 2022 Jul 07, 2022	SELL	$70.66 - $92.28 $4.15 Million - $5.42 Million	-58,760 Reduced 81.71%	13,155 $941,000
Q1 2022 Apr 08, 2022	BUY	$57.22 - $78.75 $237,348 - $326,655	4,148 Added 6.12%	71,915 $5.5 Million
Q4 2021 Jan 18, 2022	BUY	$53.01 - $59.14 $181,559 - $202,554	3,425 Added 5.32%	67,767 $3.76 Million
Q3 2021 Oct 05, 2021	BUY	$45.79 - $54.81 $207,382 - $248,234	4,529 Added 7.57%	64,342 $3.35 Million
Q2 2021 Jul 01, 2021	BUY	$47.07 - $56.19 $605,508 - $722,828	12,864 Added 27.4%	59,813 $0
Q1 2021 Apr 06, 2021	BUY	$37.96 - $53.57 $571,222 - $806,121	15,048 Added 47.17%	46,949 $2.3 Million
Q4 2020 Jan 07, 2021	BUY	$27.71 - $41.6 $868,015 - $1.3 Million	31,325 Added 5438.37%	31,901 $1.21 Million
Q3 2020 Oct 16, 2020	BUY	$29.95 - $38.58 $2,995 - $3,858	100 Added 21.01%	576 $17,000
Q2 2020 Jul 08, 2020	BUY	$27.62 - $46.86 $4,861 - $8,247	176 Added 58.67%	476 $18,000
Q1 2020 Apr 10, 2020	BUY	$23.57 - $60.87 $2,357 - $6,087	100 Added 50.0%	300 $9,000
Q4 2019 Jan 15, 2020	BUY	$55.9 - $61.99 $2,795 - $3,099	50 Added 33.33%	200 $12,000
Q2 2019 Jul 10, 2019	SELL	N/A	-24 Reduced 13.79%	150 $10,000
Q1 2019 Apr 08, 2019	BUY	N/A	124 Added 248.0%	174 $11,000
Q3 2018 Oct 30, 2018	SELL	N/A	-100 Reduced 66.67%	50 $4,000
Q3 2017 Oct 05, 2017	BUY	N/A	150	150 $10,000

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Lowe Wealth Advisors, LLC Energy Sector Spdr Transaction History