Crewe Advisors LLC Energy Sector Spdr Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Crewe Advisors LLC holds 5,258 shares of XLE stock, worth $478,478. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,258

Previous 4,565 15.18%

Holding current value

$478,478

Previous $400,000 12.5%

% of portfolio

0.06%

Previous 0.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$83.32 - $97.27 $57,740 - $67,408	693 Added 15.18%	5,258 $450,000
Q3 2024 Nov 12, 2024	BUY	$84.35 - $93.39 $77,939 - $86,292	924 Added 25.38%	4,565 $400,000
Q2 2024 Jul 29, 2024	SELL	$88.04 - $98.08 $154,510 - $172,130	-1,755 Reduced 32.52%	3,641 $331,000
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $211,122 - $249,431	2,642 Added 95.93%	5,396 $509,000
Q4 2023 Feb 09, 2024	BUY	$81.2 - $91.96 $217,534 - $246,360	2,679 Added 3572.0%	2,754 $230,000
Q3 2023 Nov 08, 2023	SELL	$79.09 - $93.36 $7,909 - $9,336	-100 Reduced 57.14%	75 $6,000
Q2 2023 Jul 28, 2023	SELL	$76.59 - $87.23 $23,206 - $26,430	-303 Reduced 63.39%	175 $14,000
Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $8,466 - $10,242	-110 Reduced 18.71%	478 $39,000
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $15,978 - $19,756	210 Added 55.56%	588 $51,000
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $19,504 - $24,302	289 Added 324.72%	378 $27,000
Q2 2022 Aug 02, 2022	BUY	$70.66 - $92.28 $5,299 - $6,921	75 Added 535.71%	89 $6,000
Q1 2022 Apr 27, 2022	SELL	$57.22 - $78.75 $3,490 - $4,803	-61 Reduced 81.33%	14 $1,000
Q4 2021 Feb 10, 2022	BUY	$53.01 - $59.14 $3,975 - $4,435	75 New	75 $4,000
Q2 2021 Aug 11, 2021	SELL	$47.07 - $56.19 $800 - $955	-17 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$37.96 - $53.57 $265 - $374	7 Added 70.0%	17 $1,000
Q1 2020 May 07, 2020	BUY	$23.57 - $60.87 $235 - $608	10 New	10 $0
Q3 2019 Nov 06, 2019	SELL	$59.2 - $63.13 $7,222 - $7,701	-122 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-121 Reduced 49.79%	122 $9,000
Q2 2018 Aug 07, 2018	BUY	N/A	121 Added 99.18%	243 $18,000
Q1 2018 May 07, 2018	SELL	N/A	-1,134 Reduced 90.29%	122 $8,000
Q4 2017 Feb 09, 2018	BUY	N/A	1,256	1,256 $91,000

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Crewe Advisors LLC Energy Sector Spdr Transaction History