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 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 12.21% |
$919K - $1.02M
|
78.4K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$971K - $1.08M
|
11.5K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.24K- 15.16% |
$357K - $396K
|
23.7K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.69% |
$10.5K - $11.7K
|
4.51K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-157K- 46.98% |
$13.3M - $14.7M
|
177K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
60K+ 10.17% |
$5.06M - $5.6M
|
650K
$57.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-315- 8.86% |
$26.6K - $29.4K
|
3.24K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
78+ 0.97% |
$6.58K - $7.28K
|
8.16K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
216+ 0.9% |
$18.2K - $20.2K
|
24.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-331- 8.14% |
$27.9K - $30.9K
|
3.73K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-336K- 32.52% |
$28.4M - $31.4M
|
698K
$61.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.42K- 1.47% |
$373K - $413K
|
296K
$26.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160+ 9.2% |
$13.5K - $14.9K
|
1.9K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
95.4K+ 2442.49% |
$8.05M - $8.91M
|
99.3K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
278K+ 106.47% |
$23.5M - $26M
|
540K
$47.8M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 30.15% |
$106K - $117K
|
2.92K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-241K- 41.81% |
$20.4M - $22.5M
|
336K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.97K- 70.22% |
$841K - $931K
|
4.23K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
76.7K+ 14.87% |
$6.47M - $7.16M
|
593K
$52.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-4.84K- 25.65% |
$409K - $452K
|
14K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 6.25% |
$125K - $138K
|
22.2K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.5K- 15.18% |
$888K - $983K
|
58.9K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.54K- 4.6% |
$214K - $237K
|
52.7K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-246K- 92.42% |
$20.7M - $22.9M
|
20.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-89- 3.24% |
$7.51K - $8.31K
|
2.66K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
11.4KNew |
$959K - $1.06M
|
11.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-69.2K- 9.83% |
$5.83M - $6.46M
|
635K
$56.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
85.9K+ 21.13% |
$7.25M - $8.02M
|
493K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 39.62% |
$14K - $15.5K
|
585
$51.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.55K- 79.22% |
$806K - $892K
|
2.51K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35.4K- 19.2% |
$2.98M - $3.3M
|
149K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-765- 13.53% |
$64.5K - $71.4K
|
4.89K
$433K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-144- 1.28% |
$12.1K - $13.4K
|
11.1K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
712+ 11.3% |
$60.1K - $66.5K
|
7.02K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
359+ 0.96% |
$30.3K - $33.5K
|
37.7K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-43- 0.35% |
$3.63K - $4.02K
|
12.3K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-849- 7.59% |
$71.6K - $79.3K
|
10.3K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
1.31K+ 3.5% |
$111K - $122K
|
38.8K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29.8K+ 13.21% |
$2.52M - $2.79M
|
256K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-38.2K- 36.52% |
$3.22M - $3.56M
|
66.3K
$5.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 5.9% |
$103K - $114K
|
19.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.13K- 17.51% |
$95.6K - $106K
|
5.34K
$473K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.01% |
$84.4 - $93.4
|
13.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
209+ 1.83% |
$17.6K - $19.5K
|
11.6K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 7.19% |
$324K - $359K
|
49.6K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34+ 1.79% |
$2.87K - $3.18K
|
1.94K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 7.71% |
$23.6K - $26.1K
|
3.35K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.27K+ 4.9% |
$107K - $119K
|
27.2K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.74K+ 7.25% |
$400K - $443K
|
70.1K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
691+ 18.55% |
$58.3K - $64.5K
|
4.42K
$391K
|