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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
43+ 1.55% |
$3.63K - $4.02K
|
2.82K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.13% |
$84.4 - $93.4
|
759
$65K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
180+ 3.05% |
$15.2K - $16.8K
|
6.08K
$521K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.6% |
$16.9K - $18.7K
|
12.3K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-681- 12.8% |
$57.4K - $63.6K
|
4.64K
$397K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24- 0.4% |
$2.02K - $2.24K
|
5.96K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.77K- 37.92% |
$318K - $352K
|
6.17K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-740- 0.26% |
$62.4K - $69.1K
|
284K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.56K- 4.27% |
$469K - $519K
|
125K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 116.56% |
$327K - $362K
|
7.21K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
62.2K+ 21.3% |
$5.25M - $5.81M
|
354K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
5.5K+ 22.63% |
$464K - $514K
|
29.8K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.6% |
$94.1K - $104K
|
43.9K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4- 16.0% |
$337 - $374
|
21
$1.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-175K- 50.03% |
$14.8M - $16.3M
|
175K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
28.3KNew |
$2.39M - $2.64M
|
28.3K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
82.4K+ 205.82% |
$6.95M - $7.69M
|
122K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-957- 29.46% |
$80.7K - $89.4K
|
2.29K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 5.92% |
$201K - $223K
|
37.9K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-740- 18.4% |
$62.4K - $69.1K
|
3.28K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-21K- 84.68% |
$1.77M - $1.96M
|
3.8K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6.27K- 96.27% |
$529K - $586K
|
243
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32.2K+ 162.29% |
$2.71M - $3M
|
52K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-55- 0.09% |
$4.64K - $5.14K
|
58.1K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-225- 1.14% |
$19K - $21K
|
19.4K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.65% |
$160K - $177K
|
290K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300+ 50.0% |
$25.3K - $28K
|
900
$77.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 37.28% |
$270K - $299K
|
11.8K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.98K+ 10.35% |
$420K - $465K
|
53.1K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.0% |
$337 - $374
|
405
$34.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
635+ 0.85% |
$53.6K - $59.3K
|
75.2K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-990- 10.66% |
$83.5K - $92.5K
|
8.3K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.97K- 18.55% |
$166K - $184K
|
8.64K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49.7K- 32.65% |
$4.2M - $4.65M
|
103K
$8.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-981K- 72.35% |
$82.8M - $91.7M
|
375K
$32.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
4.53KNew |
$382K - $423K
|
4.53K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.56K- 18.42% |
$131K - $145K
|
6.89K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-601- 2.05% |
$50.7K - $56.1K
|
28.6K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-142- 3.72% |
$12K - $13.3K
|
3.67K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-330K- 4.35% |
$27.8M - $30.8M
|
7.25M
$621M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
6.59M+ 740.59% |
$556M - $615M
|
7.48M
$641M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
604New |
$50.9K - $56.4K
|
604
$51.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
187K+ 17.98% |
$15.7M - $17.4M
|
1.22M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-119K- 12.6% |
$10M - $11.1M
|
822K
$70.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.63K- 7.19% |
$559K - $619K
|
85.5K
$7.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
1MNew |
$84.4M - $93.4M
|
1M
$85.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.88K- 1.25% |
$749K - $829K
|
703K
$60.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-128- 1.79% |
$10.8K - $12K
|
7.03K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 15.83% |
$884K - $979K
|
55.7K
$4.77M
|