Mutual Advisors, LLC Energy Sector Spdr Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mutual Advisors, LLC holds 69,418 shares of XLE stock, worth $6.25 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

69,418

Previous 88,283 21.37%

Holding current value

$6.25 Million

Previous $7.75 Million 23.29%

% of portfolio

0.18%

Previous 0.22%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$83.32 - $97.27 $1.57 Million - $1.83 Million	-18,865 Reduced 21.37%	69,418 $5.95 Million
Q3 2024 Oct 25, 2024	BUY	$84.35 - $93.39 $1.51 Million - $1.67 Million	17,891 Added 25.42%	88,283 $7.75 Million
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $679,228 - $756,687	7,715 Added 12.31%	70,392 $6.42 Million
Q1 2024 May 02, 2024	SELL	$79.91 - $94.41 $1.98 Million - $2.34 Million	-24,823 Reduced 28.37%	62,677 $5.92 Million
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $2.69 Million - $3.05 Million	33,127 Added 60.93%	87,500 $7.34 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $4.67 Million - $5.51 Million	-58,991 Reduced 52.04%	54,373 $4.91 Million
Q2 2023 Jul 31, 2023	BUY	$76.59 - $87.23 $2.73 Million - $3.11 Million	35,625 Added 45.83%	113,364 $9.2 Million
Q1 2023 Apr 11, 2023	SELL	$76.97 - $93.11 $399,782 - $483,613	-5,194 Reduced 6.26%	77,739 $6.44 Million
Q4 2022 Jan 12, 2023	SELL	$76.09 - $94.08 $811,956 - $1 Million	-10,671 Reduced 11.4%	82,933 $0
Q3 2022 Nov 03, 2022	BUY	$67.49 - $84.09 $1.68 Million - $2.09 Million	24,879 Added 36.2%	93,604 $6.74 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $612,692 - $800,159	8,671 Added 14.44%	68,725 $4.91 Million
Q1 2022 May 09, 2022	SELL	$57.22 - $78.75 $1.02 Million - $1.4 Million	-17,817 Reduced 22.88%	60,054 $4.59 Million
Q4 2021 Feb 14, 2022	SELL	$53.01 - $59.14 $84,497 - $94,269	-1,594 Reduced 2.01%	77,871 $4.32 Million
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $13,508 - $16,168	295 Added 0.37%	79,465 $4.14 Million
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $1.02 Million - $1.21 Million	21,608 Added 37.54%	79,170 $4.27 Million
Q1 2021 May 13, 2021	BUY	$37.96 - $53.57 $1.44 Million - $2.03 Million	37,872 Added 192.34%	57,562 $2.82 Million
Q4 2020 Feb 11, 2021	SELL	$27.71 - $41.6 $503,213 - $755,456	-18,160 Reduced 47.98%	19,690 $746,000
Q3 2020 Nov 13, 2020	SELL	$29.95 - $38.58 $2,216 - $2,854	-74 Reduced 0.2%	37,850 $1.13 Million
Q2 2020 Aug 05, 2020	BUY	$27.62 - $46.86 $778,386 - $1.32 Million	28,182 Added 289.28%	37,924 $1.44 Million
Q1 2020 May 13, 2020	SELL	$23.57 - $60.87 $163,010 - $420,976	-6,916 Reduced 41.52%	9,742 $283,000
Q4 2019 Feb 11, 2020	SELL	$55.9 - $61.99 $1.15 Million - $1.28 Million	-20,655 Reduced 55.36%	16,658 $1 Million
Q3 2019 Nov 01, 2019	BUY	$59.2 - $63.13 $1.3 Million - $1.39 Million	22,027 Added 144.1%	37,313 $2.21 Million
Q2 2019 Aug 15, 2019	BUY	N/A	543 Added 3.68%	15,286 $974,000
Q1 2019 May 15, 2019	BUY	N/A	5,158 Added 53.81%	14,743 $975,000
Q4 2018 Feb 15, 2019	SELL	N/A	-2,293 Reduced 19.3%	9,585 $550,000
Q3 2018 Nov 15, 2018	SELL	N/A	-831 Reduced 6.54%	11,878 $900,000
Q2 2018 Aug 15, 2018	BUY	N/A	702 Added 5.85%	12,709 $965,000
Q1 2018 May 11, 2018	BUY	N/A	12,007 New	12,007 $809,000

Others Institutions Holding XLE

# of Institutions

2,167

Shares Held

231M

Call Options Held

58.1M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Mutual Advisors, LLC Energy Sector Spdr Transaction History