Msh Capital Advisors LLC Energy Sector Spdr Transaction History

Msh Capital Advisors LLC

$323 Billion
Q1 2025

A detailed history of Msh Capital Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Msh Capital Advisors LLC holds 17,817 shares of XLE stock, worth $1.59 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

17,817

Previous 6,105 191.84%

Holding current value

$1.59 Million

Previous $523 Million 218.38%

% of portfolio

0.51%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$85.7 - $93.96 $1 Million - $1.1 Million	11,712 Added 191.84%	17,817 $1.66 Billion
Q4 2024 Feb 13, 2025	SELL	$83.32 - $97.27 $36,327 - $42,409	-436 Reduced 6.67%	6,105 $523 Million
Q3 2024 Feb 13, 2025	SELL	$84.35 - $93.39 $12,483 - $13,821	-148 Reduced 4.28%	3,311 $291 Million
Q2 2024 Feb 13, 2025	SELL	$88.04 - $98.08 $23,154 - $25,795	-263 Reduced 7.07%	3,459 $315 Million
Q1 2024 Feb 13, 2025	BUY	$79.91 - $94.41 $719 - $849	9 Added 0.24%	3,722 $351 Million
Q4 2023 Feb 13, 2025	SELL	$81.2 - $91.96 $208,846 - $236,521	-2,572 Reduced 40.92%	3,713 $311 Million
Q3 2023 Feb 13, 2025	SELL	$79.09 - $93.36 $82,411 - $97,281	-1,042 Reduced 14.22%	6,285 $568 Million
Q2 2023 Feb 13, 2025	BUY	$76.59 - $87.23 $63,952 - $72,837	835 Added 12.86%	7,327 $595 Million
Q1 2023 Feb 13, 2025	SELL	$76.97 - $93.11 $78,047 - $94,413	-1,014 Reduced 13.51%	6,492 $538 Million
Q4 2022 Feb 13, 2025	BUY	$76.09 - $94.08 $25,033 - $30,952	329 Added 4.58%	7,506 $657 Million
Q3 2022 Feb 13, 2025	BUY	$67.49 - $84.09 $72,349 - $90,144	1,072 Added 17.56%	7,177 $517 Million
Q2 2022 Feb 13, 2025	BUY	$70.66 - $92.28 $32,220 - $42,079	456 Added 7.49%	6,541 $468 Million
Q1 2022 Feb 13, 2025	BUY	$57.22 - $78.75 $348,183 - $479,193	6,085 New	6,085 $465 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Msh Capital Advisors LLC Energy Sector Spdr Transaction History