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 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-957- 29.46% |
$80.7K - $89.4K
|
2.29K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.39K- 5.92% |
$201K - $223K
|
37.9K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-740- 18.4% |
$62.4K - $69.1K
|
3.28K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-21K- 84.68% |
$1.77M - $1.96M
|
3.8K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.95K- 35.1% |
$670K - $742K
|
14.7K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-6.27K- 96.27% |
$529K - $586K
|
243
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
32.2K+ 162.29% |
$2.71M - $3M
|
52K
$4.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-55- 0.09% |
$4.64K - $5.14K
|
58.1K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-225- 1.14% |
$19K - $21K
|
19.4K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.65% |
$160K - $177K
|
290K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
300+ 50.0% |
$25.3K - $28K
|
900
$79.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 37.28% |
$270K - $299K
|
11.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.98K+ 10.35% |
$420K - $465K
|
53.1K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.0% |
$337 - $374
|
405
$35.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
635+ 0.85% |
$53.6K - $59.3K
|
75.2K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-990- 10.66% |
$83.5K - $92.5K
|
8.3K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.97K- 18.55% |
$166K - $184K
|
8.64K
$765K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49.7K- 32.65% |
$4.2M - $4.65M
|
103K
$9.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-981K- 72.35% |
$82.8M - $91.7M
|
375K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
4.53KNew |
$382K - $423K
|
4.53K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-142- 3.72% |
$12K - $13.3K
|
3.67K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-330K- 4.35% |
$27.8M - $30.8M
|
7.25M
$642M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
6.59M+ 740.59% |
$556M - $615M
|
7.48M
$662M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
604New |
$50.9K - $56.4K
|
604
$53.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
187K+ 17.98% |
$15.7M - $17.4M
|
1.22M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-119K- 12.6% |
$10M - $11.1M
|
822K
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.63K- 7.19% |
$559K - $619K
|
85.5K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
1MNew |
$84.4M - $93.4M
|
1M
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.88K- 1.25% |
$749K - $829K
|
703K
$62.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-128- 1.79% |
$10.8K - $12K
|
7.03K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 15.83% |
$884K - $979K
|
55.7K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
325+ 5.33% |
$27.4K - $30.4K
|
6.42K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.88K+ 215.07% |
$580K - $643K
|
10.1K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.23M- 87.86% |
$104M - $115M
|
170K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.12% |
$1.43K - $1.59K
|
13.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.08KNew |
$260K - $288K
|
3.08K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-29.7K- 75.87% |
$2.5M - $2.77M
|
9.43K
$835K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.43KNew |
$205K - $227K
|
2.43K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.15K+ 32.26% |
$350K - $387K
|
17K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-232K- 2.8% |
$19.6M - $21.7M
|
8.08M
$715M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-1.16M- 78.96% |
$97.6M - $108M
|
308K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
350+ 3.37% |
$29.5K - $32.7K
|
10.8K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
413+ 0.67% |
$34.8K - $38.6K
|
62.4K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
517+ 1.68% |
$43.6K - $48.3K
|
31.3K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
225+ 0.28% |
$19K - $21K
|
80.7K
$7.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
31.3K+ 530.29% |
$2.64M - $2.93M
|
37.2K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.23K- 0.6% |
$103K - $114K
|
201K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
404K+ 4755.29% |
$34.1M - $37.7M
|
413K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-64.9K- 64.84% |
$5.48M - $6.06M
|
35.2K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.9K- 66.51% |
$2.35M - $2.6M
|
14K
$1.24M
|