Lm Advisors LLC Energy Sector Spdr Transaction History

Lm Advisors LLC

$492 Million
Q3 2024

A detailed history of Lm Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lm Advisors LLC holds 2,544 shares of XLE stock, worth $215,146. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,544

Holding current value

$215,146

% of portfolio

0.05%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$84.35 - $93.39 $214,586 - $237,584	2,544 New	2,544 $223,000
Q4 2023 Feb 14, 2024	BUY	$81.2 - $91.96 $92,974 - $105,294	1,145 New	1,145 $96 Million

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.66 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$704 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$683 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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