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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.14K+ 875.0% |
$180K - $199K
|
2.38K
$211K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.9KClosed |
$329K - $364K
|
0
$0
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-257- 0.09% |
$21.7K - $24K
|
275K
$24.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-5.17K- 47.96% |
$436K - $483K
|
5.61K
$497K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
14.5K+ 39.99% |
$1.22M - $1.35M
|
50.7K
$4.49M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 3.07% |
$8.44K - $9.34K
|
3.16K
$280K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-4.63K- 47.07% |
$390K - $432K
|
5.21K
$461K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-28- 0.98% |
$2.36K - $2.61K
|
2.83K
$251K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-56K- 60.16% |
$4.72M - $5.23M
|
37.1K
$3.28M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-757- 50.5% |
$63.9K - $70.7K
|
742
$65.7K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-86.3K- 89.37% |
$7.28M - $8.06M
|
10.3K
$909K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-489- 4.89% |
$41.2K - $45.7K
|
9.51K
$842K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.9K- 41.01% |
$2.1M - $2.33M
|
35.8K
$3.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.45K- 61.06% |
$291K - $322K
|
2.2K
$195K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 12.37% |
$152K - $168K
|
12.7K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.9K+ 4.01% |
$1.85M - $2.05M
|
569K
$50.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-48- 1.5% |
$4.05K - $4.48K
|
3.16K
$280K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-372- 2.28% |
$31.4K - $34.7K
|
15.9K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
180K+ 5.67% |
$15.2M - $16.8M
|
3.36M
$297M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-586- 1.72% |
$49.4K - $54.7K
|
33.5K
$2.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.53K+ 390.82% |
$129K - $143K
|
1.92K
$170K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.06M+ 66.18% |
$173M - $192M
|
5.16M
$457M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
2.41MNew |
$203M - $225M
|
2.41M
$213M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.15K- 64.3% |
$97.1K - $107K
|
639
$56.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-257- 3.11% |
$21.7K - $24K
|
8.02K
$710K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.5K- 25.77% |
$1.31M - $1.45M
|
44.8K
$3.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.85% |
$1.69K - $1.87K
|
681
$60.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.69% |
$169 - $187
|
292
$25.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.9K- 39.24% |
$1M - $1.11M
|
18.4K
$1.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12.4K- 17.56% |
$1.05M - $1.16M
|
58.2K
$5.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
225New |
$19K - $21K
|
225
$19.9K
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
25KNew |
$2.11M - $2.33M
|
25K
$2.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
22.6KNew |
$1.91M - $2.11M
|
22.6K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
43+ 1.55% |
$3.63K - $4.02K
|
2.82K
$250K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.13% |
$84.4 - $93.4
|
759
$67.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
180+ 3.05% |
$15.2K - $16.8K
|
6.08K
$538K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.6% |
$16.9K - $18.7K
|
12.3K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-681- 12.8% |
$57.4K - $63.6K
|
4.64K
$411K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-24- 0.4% |
$2.02K - $2.24K
|
5.96K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-3.77K- 37.92% |
$318K - $352K
|
6.17K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-740- 0.26% |
$62.4K - $69.1K
|
284K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.56K- 4.27% |
$469K - $519K
|
125K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.88K+ 116.56% |
$327K - $362K
|
7.21K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
62.2K+ 21.3% |
$5.25M - $5.81M
|
354K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
5.5K+ 22.63% |
$464K - $514K
|
29.8K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.12K+ 2.6% |
$94.1K - $104K
|
43.9K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4- 16.0% |
$337 - $374
|
21
$1.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-175K- 50.03% |
$14.8M - $16.3M
|
175K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
28.3KNew |
$2.39M - $2.64M
|
28.3K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
82.4K+ 205.82% |
$6.95M - $7.69M
|
122K
$10.8M
|