Latest Institutional Transactions on Energy Sector Spdr (XLE)
This table provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.9KNew |
$232K - $274K
|
2.9K
$271K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.32KNew |
$186K - $219K
|
2.32K
$216K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.84K- 34.57% |
$227K - $268K
|
5.38K
$501K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
1+ 0.62% |
$79.9 - $94.4
|
162
$15.1K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.25KNew |
$100K - $118K
|
1.25K
$117K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
4.73KNew |
$378K - $446K
|
4.73K
$441K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7New |
$559 - $661
|
7
$652
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.78K- 30.38% |
$142K - $168K
|
4.08K
$380K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
774K+ 483.81% |
$61.9M - $73.1M
|
935K
$87.1M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 12.5% |
$55.9K - $66.1K
|
4.9K
$457K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.72K- 40.87% |
$138K - $163K
|
2.49K
$232K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.28K- 40.23% |
$582K - $687K
|
10.8K
$1.01M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.6K+ 34.5% |
$2.68M - $3.17M
|
131K
$12.2M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
3.83K+ 7.01% |
$306K - $362K
|
58.5K
$5.45M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
400+ 9.31% |
$32K - $37.8K
|
4.7K
$438K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.13% |
$79.9 - $94.4
|
758
$70.6K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 170.83% |
$81.9K - $96.8K
|
1.63K
$151K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
30.2KNew |
$2.41M - $2.85M
|
30.2K
$2.81M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.24K+ 15.65% |
$499K - $589K
|
46.1K
$4.3M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
289+ 9.45% |
$23.1K - $27.3K
|
3.35K
$312K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.79% |
$79.9 - $94.4
|
127
$11.8K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-419- 6.85% |
$33.5K - $39.6K
|
5.69K
$531K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-964- 24.5% |
$77K - $91K
|
2.97K
$277K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.6K- 29.24% |
$288K - $340K
|
8.71K
$811K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-521- 43.86% |
$41.6K - $49.2K
|
667
$62.2K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.0% |
$79.9 - $94.4
|
51
$4.75K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
338+ 54.34% |
$27K - $31.9K
|
960
$89.5K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-264- 0.92% |
$21.1K - $24.9K
|
28.5K
$2.66M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
19.9KNew |
$1.59M - $1.88M
|
19.9K
$1.85M
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.56K+ 1.4% |
$125K - $147K
|
113K
$10.6M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
6.7KNew |
$535K - $633K
|
6.7K
$624K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.41% |
$79.9 - $94.4
|
242
$22.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.17K+ 0.8% |
$93.4K - $110K
|
147K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-148K- 63.11% |
$11.8M - $13.9M
|
86.4K
$8.05M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
13.2KNew |
$1.05M - $1.24M
|
13.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100+ 0.73% |
$7.99K - $9.44K
|
13.7K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.3K+ 28.75% |
$5.3M - $6.26M
|
297K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
105+ 0.99% |
$8.39K - $9.91K
|
10.8K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.6K+ 2.82% |
$1.4M - $1.66M
|
640K
$59.7M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
100KNew |
$7.99M - $9.44M
|
100K
$9.32M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-280- 0.89% |
$22.4K - $26.4K
|
31.1K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-59.7K- 45.85% |
$4.77M - $5.64M
|
70.5K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-475- 1.38% |
$38K - $44.8K
|
34K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-149- 1.19% |
$11.9K - $14.1K
|
12.4K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-12K- 0.9% |
$959K - $1.13M
|
1.32M
$123M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
1MNew |
$79.9M - $94.4M
|
1M
$93.2M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.02% |
$160 - $189
|
11K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.28K+ 1.08% |
$182K - $215K
|
212K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18.4K- 91.25% |
$1.47M - $1.74M
|
1.76K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$219K
|
|