Lowe Wealth Advisors, LLC Energy Sector Spdr Transaction History

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q1 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 23,796 shares of XLE stock, worth $1.94 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
23,796
Previous 23,468 1.4%
Holding current value
$1.94 Million
Previous $2.01 Million 9.4%
% of portfolio
0.95%
Previous 0.87%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
BUY
$85.7 - $93.96 $28,109 - $30,818
328 Added 1.4%
23,796 $2.2 Million
Q4 2024

Jan 10, 2025
BUY
$83.32 - $97.27 $49,325 - $57,583
592 Added 2.59%
23,468 $2.01 Million
Q3 2024

Oct 02, 2024
SELL
$84.35 - $93.39 $42,681 - $47,255
-506 Reduced 2.16%
22,876 $2.01 Million
Q2 2024

Jul 09, 2024
SELL
$88.04 - $98.08 $57,049 - $63,555
-648 Reduced 2.7%
23,382 $2.13 Million
Q1 2024

Apr 08, 2024
BUY
$79.91 - $94.41 $2,157 - $2,549
27 Added 0.11%
24,030 $2.27 Million
Q4 2023

Jan 04, 2024
BUY
$81.2 - $91.96 $29,800 - $33,749
367 Added 1.55%
24,003 $2.01 Million
Q3 2023

Oct 20, 2023
BUY
$79.09 - $93.36 $516,615 - $609,827
6,532 Added 38.19%
23,636 $2.14 Million
Q2 2023

Jul 06, 2023
BUY
$76.59 - $87.23 $246,160 - $280,357
3,214 Added 23.14%
17,104 $1.39 Million
Q1 2023

Apr 05, 2023
SELL
$76.97 - $93.11 $98,906 - $119,646
-1,285 Reduced 8.47%
13,890 $1.15 Million
Q4 2022

Jan 17, 2023
BUY
$76.09 - $94.08 $56,458 - $69,807
742 Added 5.14%
15,175 $0
Q3 2022

Oct 06, 2022
BUY
$67.49 - $84.09 $86,252 - $107,467
1,278 Added 9.71%
14,433 $1.04 Million
Q2 2022

Jul 07, 2022
SELL
$70.66 - $92.28 $4.15 Million - $5.42 Million
-58,760 Reduced 81.71%
13,155 $941,000
Q1 2022

Apr 08, 2022
BUY
$57.22 - $78.75 $237,348 - $326,655
4,148 Added 6.12%
71,915 $5.5 Million
Q4 2021

Jan 18, 2022
BUY
$53.01 - $59.14 $181,559 - $202,554
3,425 Added 5.32%
67,767 $3.76 Million
Q3 2021

Oct 05, 2021
BUY
$45.79 - $54.81 $207,382 - $248,234
4,529 Added 7.57%
64,342 $3.35 Million
Q2 2021

Jul 01, 2021
BUY
$47.07 - $56.19 $605,508 - $722,828
12,864 Added 27.4%
59,813 $0
Q1 2021

Apr 06, 2021
BUY
$37.96 - $53.57 $571,222 - $806,121
15,048 Added 47.17%
46,949 $2.3 Million
Q4 2020

Jan 07, 2021
BUY
$27.71 - $41.6 $868,015 - $1.3 Million
31,325 Added 5438.37%
31,901 $1.21 Million
Q3 2020

Oct 16, 2020
BUY
$29.95 - $38.58 $2,995 - $3,858
100 Added 21.01%
576 $17,000
Q2 2020

Jul 08, 2020
BUY
$27.62 - $46.86 $4,861 - $8,247
176 Added 58.67%
476 $18,000
Q1 2020

Apr 10, 2020
BUY
$23.57 - $60.87 $2,357 - $6,087
100 Added 50.0%
300 $9,000
Q4 2019

Jan 15, 2020
BUY
$55.9 - $61.99 $2,795 - $3,099
50 Added 33.33%
200 $12,000
Q2 2019

Jul 10, 2019
SELL
N/A
-24 Reduced 13.79%
150 $10,000
Q1 2019

Apr 08, 2019
BUY
N/A
124 Added 248.0%
174 $11,000
Q3 2018

Oct 30, 2018
SELL
N/A
-100 Reduced 66.67%
50 $4,000
Q3 2017

Oct 05, 2017
BUY
N/A
150
150 $10,000

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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