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 6,105 shares of XLE stock, worth $547,679. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,105
Previous 6,541 6.67%
Holding current value
$547,679
Previous $468 Million 11.8%
% of portfolio
0.16%
Previous 0.22%

Shares

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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Msh Capital Advisors LLC Portfolio

Follow Msh Capital Advisors 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 Msh Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Msh Capital Advisors LLC with notifications on news.