Guardian Asset Advisors, LLC Energy Sector Spdr Transaction History

Guardian Asset Advisors, LLC

$156 Billion
Q4 2024

A detailed history of Guardian Asset Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Guardian Asset Advisors, LLC holds 5,408 shares of XLE stock, worth $485,097. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,408

Previous 19,436 72.18%

Holding current value

$485,097

Previous $1.71 Billion 72.79%

% of portfolio

0.3%

Previous 1.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$83.32 - $97.27 $1.17 Million - $1.36 Million	-14,028 Reduced 72.18%	5,408 $464 Million
Q3 2024 Oct 08, 2024	BUY	$84.35 - $93.39 $131,079 - $145,128	1,554 Added 8.69%	19,436 $1.71 Billion
Q2 2024 Jul 15, 2024	BUY	$88.04 - $98.08 $354,977 - $395,458	4,032 Added 29.11%	17,882 $1.63 Billion
Q1 2024 May 06, 2024	SELL	$79.91 - $94.41 $46,587 - $55,041	-583 Reduced 4.04%	13,850 $1.31 Billion
Q4 2023 May 03, 2024	BUY	$81.2 - $91.96 $1.17 Million - $1.33 Million	14,433 New	14,433 $1.21 Billion

Others Institutions Holding XLE

# of Institutions

2,059

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

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Guardian Asset Advisors, LLC Energy Sector Spdr Transaction History