Powell Investment Advisors, LLC Energy Sector Spdr Transaction History

Powell Investment Advisors, LLC

$259 Million
Q2 2025

A detailed history of Powell Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 11,300 shares of XLE stock, worth $962,986. This represents 0.37% of its overall portfolio holdings.

Number of Shares

11,300

Previous 11,238 0.55%

Holding current value

$962,986

Previous $1.05 Million 8.76%

% of portfolio

0.37%

Previous 0.53%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$76.44 - $94.13 $4,739 - $5,836	62 Added 0.55%	11,300 $958,000
Q1 2025 May 08, 2025	BUY	$85.7 - $93.96 $4,713 - $5,167	55 Added 0.49%	11,238 $1.05 Million
Q4 2024 Jan 29, 2025	BUY	$83.32 - $97.27 $93,734 - $109,428	1,125 Added 11.19%	11,183 $957,000
Q3 2024 Nov 01, 2024	BUY	$84.35 - $93.39 $4,301 - $4,762	51 Added 0.51%	10,058 $883,000
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $4,137 - $4,609	47 Added 0.47%	10,007 $912,000
Q1 2024 Apr 15, 2024	BUY	$79.91 - $94.41 $3,835 - $4,531	48 Added 0.48%	9,960 $940,000
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $4,547 - $5,149	56 Added 0.57%	9,912 $831,000
Q3 2023 Oct 16, 2023	BUY	$79.09 - $93.36 $3,479 - $4,107	44 Added 0.45%	9,856 $890,000
Q2 2023 Aug 02, 2023	SELL	$76.59 - $87.23 $444,528 - $506,282	-5,804 Reduced 37.17%	9,812 $796,000
Q1 2023 May 10, 2023	BUY	$76.97 - $93.11 $42,641 - $51,582	554 Added 3.68%	15,616 $1.29 Million
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $471,453 - $582,919	6,196 Added 69.88%	15,062 $1.32 Million
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $5,399 - $6,727	80 Added 0.91%	8,866 $639,000
Q2 2022 Aug 02, 2022	BUY	$70.66 - $92.28 $3,886 - $5,075	55 Added 0.63%	8,786 $628,000
Q1 2022 May 09, 2022	BUY	$57.22 - $78.75 $38,222 - $52,605	668 Added 8.28%	8,731 $667,000
Q4 2021 Jan 14, 2022	BUY	$53.01 - $59.14 $29,314 - $32,704	553 Added 7.36%	8,063 $447,000
Q3 2021 Oct 13, 2021	BUY	$45.79 - $54.81 $1,327 - $1,589	29 Added 0.39%	7,510 $391,000
Q2 2021 Jul 14, 2021	BUY	$47.07 - $56.19 $59,920 - $71,529	1,273 Added 20.51%	7,481 $403,000
Q1 2021 Apr 14, 2021	BUY	$37.96 - $53.57 $986 - $1,392	26 Added 0.42%	6,208 $305,000
Q4 2020 Jan 14, 2021	BUY	$27.71 - $41.6 $914 - $1,372	33 Added 0.54%	6,182 $234,000
Q3 2020 Oct 07, 2020	BUY	$29.95 - $38.58 $1,287 - $1,658	43 Added 0.7%	6,149 $184,000
Q2 2020 Jul 31, 2020	BUY	$27.62 - $46.86 $883 - $1,499	32 Added 0.53%	6,106 $231,000
Q1 2020 May 12, 2020	BUY	$23.57 - $60.87 $89,023 - $229,905	3,777 Added 164.43%	6,074 $177,000
Q4 2019 Feb 10, 2020	BUY	$55.9 - $61.99 $128,402 - $142,391	2,297 New	2,297 $142,000

Others Institutions Holding XLE

# of Institutions

2,118

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Powell Investment Advisors, LLC Energy Sector Spdr Transaction History