Mutual Advisors, LLC Energy Sector Spdr Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mutual Advisors, LLC holds 69,418 shares of XLE stock, worth $6.52 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

69,418

Previous 88,283 21.37%

Holding current value

$6.52 Million

Previous $7.75 Million 23.29%

% of portfolio

0.18%

Previous 0.22%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$83.32 - $97.27 $1.57 Million - $1.83 Million	-18,865 Reduced 21.37%	69,418 $5.95 Million
Q3 2024 Oct 25, 2024	BUY	$84.35 - $93.39 $1.51 Million - $1.67 Million	17,891 Added 25.42%	88,283 $7.75 Million
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $679,228 - $756,687	7,715 Added 12.31%	70,392 $6.42 Million
Q1 2024 May 02, 2024	SELL	$79.91 - $94.41 $1.98 Million - $2.34 Million	-24,823 Reduced 28.37%	62,677 $5.92 Million
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $2.69 Million - $3.05 Million	33,127 Added 60.93%	87,500 $7.34 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $4.67 Million - $5.51 Million	-58,991 Reduced 52.04%	54,373 $4.91 Million
Q2 2023 Jul 31, 2023	BUY	$76.59 - $87.23 $2.73 Million - $3.11 Million	35,625 Added 45.83%	113,364 $9.2 Million
Q1 2023 Apr 11, 2023	SELL	$76.97 - $93.11 $399,782 - $483,613	-5,194 Reduced 6.26%	77,739 $6.44 Million
Q4 2022 Jan 12, 2023	SELL	$76.09 - $94.08 $811,956 - $1 Million	-10,671 Reduced 11.4%	82,933 $0
Q3 2022 Nov 03, 2022	BUY	$67.49 - $84.09 $1.68 Million - $2.09 Million	24,879 Added 36.2%	93,604 $6.74 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $612,692 - $800,159	8,671 Added 14.44%	68,725 $4.91 Million
Q1 2022 May 09, 2022	SELL	$57.22 - $78.75 $1.02 Million - $1.4 Million	-17,817 Reduced 22.88%	60,054 $4.59 Million
Q4 2021 Feb 14, 2022	SELL	$53.01 - $59.14 $84,497 - $94,269	-1,594 Reduced 2.01%	77,871 $4.32 Million
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $13,508 - $16,168	295 Added 0.37%	79,465 $4.14 Million
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $1.02 Million - $1.21 Million	21,608 Added 37.54%	79,170 $4.27 Million
Q1 2021 May 13, 2021	BUY	$37.96 - $53.57 $1.44 Million - $2.03 Million	37,872 Added 192.34%	57,562 $2.82 Million
Q4 2020 Feb 11, 2021	SELL	$27.71 - $41.6 $503,213 - $755,456	-18,160 Reduced 47.98%	19,690 $746,000
Q3 2020 Nov 13, 2020	SELL	$29.95 - $38.58 $2,216 - $2,854	-74 Reduced 0.2%	37,850 $1.13 Million
Q2 2020 Aug 05, 2020	BUY	$27.62 - $46.86 $778,386 - $1.32 Million	28,182 Added 289.28%	37,924 $1.44 Million
Q1 2020 May 13, 2020	SELL	$23.57 - $60.87 $163,010 - $420,976	-6,916 Reduced 41.52%	9,742 $283,000
Q4 2019 Feb 11, 2020	SELL	$55.9 - $61.99 $1.15 Million - $1.28 Million	-20,655 Reduced 55.36%	16,658 $1 Million
Q3 2019 Nov 01, 2019	BUY	$59.2 - $63.13 $1.3 Million - $1.39 Million	22,027 Added 144.1%	37,313 $2.21 Million
Q2 2019 Aug 15, 2019	BUY	N/A	543 Added 3.68%	15,286 $974,000
Q1 2019 May 15, 2019	BUY	N/A	5,158 Added 53.81%	14,743 $975,000
Q4 2018 Feb 15, 2019	SELL	N/A	-2,293 Reduced 19.3%	9,585 $550,000
Q3 2018 Nov 15, 2018	SELL	N/A	-831 Reduced 6.54%	11,878 $900,000
Q2 2018 Aug 15, 2018	BUY	N/A	702 Added 5.85%	12,709 $965,000
Q1 2018 May 11, 2018	BUY	N/A	12,007 New	12,007 $809,000

Others Institutions Holding XLE

# of Institutions

2,038

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mutual Advisors, LLC with notifications on news.

Account

Mutual Advisors, LLC Energy Sector Spdr Transaction History