Mayflower Financial Advisors, LLC Energy Sector Spdr Transaction History

Mayflower Financial Advisors, LLC

$971 Million
Q4 2025

A detailed history of Mayflower Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 19,478 shares of XLE stock, worth $1.79 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

19,478

Previous 9,443 106.27%

Holding current value

$1.79 Million

Previous $843,000 112.57%

% of portfolio

0.18%

Previous 0.09%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$85.22 - $92.02 $855,182 - $923,420	10,035 Added 106.27%	19,478 $1.79 Million
Q3 2025 Oct 17, 2025	BUY	$84.25 - $91.99 $17,439 - $19,041	207 Added 2.24%	9,443 $843,000
Q2 2025 Aug 04, 2025	BUY	$76.44 - $94.13 $3,057 - $3,765	40 Added 0.43%	9,236 $783,000
Q1 2025 May 02, 2025	BUY	$85.7 - $93.96 $9,769 - $10,711	114 Added 1.26%	9,196 $859,000
Q3 2024 Nov 04, 2024	SELL	$84.35 - $93.39 $6,579 - $7,284	-78 Reduced 0.85%	9,082 $797,000

Q2 2024 Aug 02, 2024	SELL	$88.04 - $98.08 $5,722 - $6,375	-65 Reduced 0.7%	9,160 $834,000
Q1 2024 Apr 29, 2024	SELL	$79.91 - $94.41 $47,866 - $56,551	-599 Reduced 6.1%	9,225 $870,000
Q4 2023 Jan 22, 2024	SELL	$81.2 - $91.96 $15,671 - $17,748	-193 Reduced 1.93%	9,824 $823,000
Q3 2023 Oct 12, 2023	SELL	$79.09 - $93.36 $12,496 - $14,750	-158 Reduced 1.55%	10,017 $905,000
Q2 2023 Jul 13, 2023	BUY	$76.59 - $87.23 $536 - $610	7 Added 0.07%	10,175 $825,000
Q1 2023 Apr 12, 2023	SELL	$76.97 - $93.11 $211,590 - $255,959	-2,749 Reduced 21.28%	10,168 $842,000
Q4 2022 Jan 25, 2023	SELL	$76.09 - $94.08 $5.8 Million - $7.17 Million	-76,222 Reduced 85.51%	12,917 $0
Q4 2022 Jan 19, 2023	BUY	$76.09 - $94.08 $5.88 Million - $7.27 Million	77,289 Added 652.23%	89,139 $7.8 Billion
Q3 2022 Oct 19, 2022	BUY	$67.49 - $84.09 $113,113 - $140,934	1,676 Added 16.47%	11,850 $853,000
Q3 2022 Oct 17, 2022	SELL	$67.49 - $84.09 $468,920 - $584,257	-6,948 Reduced 40.58%	10,174 $733,000
Q2 2022 Jul 15, 2022	BUY	$70.66 - $92.28 $103,304 - $134,913	1,462 Added 9.34%	17,122 $1.22 Million
Q1 2022 Apr 21, 2022	BUY	$57.22 - $78.75 $257,833 - $354,847	4,506 Added 40.4%	15,660 $1.2 Million
Q4 2021 Jan 21, 2022	BUY	$53.01 - $59.14 $220,680 - $246,199	4,163 Added 59.55%	11,154 $619,000
Q3 2021 Oct 26, 2021	BUY	$45.79 - $54.81 $34,113 - $40,833	745 Added 11.93%	6,991 $406,000
Q2 2021 Jul 29, 2021	BUY	$47.07 - $56.19 $25,464 - $30,398	541 Added 9.48%	6,246 $336,000
Q1 2021 Apr 23, 2021	BUY	$37.96 - $53.57 $216,561 - $305,616	5,705 New	5,705 $280,000

Others Institutions Holding XLE

# of Institutions

2,119

Shares Held

215M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Account

Mayflower Financial Advisors, LLC Energy Sector Spdr Transaction History