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 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164+ 59.85% |
$13.8K - $15.3K
|
438
$38.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 0.81% |
$928 - $1.03K
|
1.37K
$121K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.37K+ 16.27% |
$116K - $128K
|
9.81K
$869K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.41KNew |
$625K - $692K
|
7.41K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
19.4KNew |
$1.64M - $1.81M
|
19.4K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-196K- 28.5% |
$16.6M - $18.3M
|
493K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-21.4K- 17.13% |
$1.81M - $2M
|
104K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
55KNew |
$4.64M - $5.14M
|
55K
$4.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-518- 6.52% |
$43.7K - $48.4K
|
7.43K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.43K+ 1.88% |
$543K - $601K
|
348K
$30.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
707+ 3.06% |
$59.6K - $66K
|
23.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.08K- 19.08% |
$682K - $755K
|
34.3K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
470K+ 29.73% |
$39.6M - $43.9M
|
2.05M
$182M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.16% |
$84.4 - $93.4
|
629
$55.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.1K- 2.12% |
$2.37M - $2.62M
|
1.3M
$115M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-23.6K- 89.68% |
$1.99M - $2.2M
|
2.71K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
234+ 1.3% |
$19.7K - $21.9K
|
18.2K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.93K- 12.28% |
$501K - $554K
|
42.4K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.92K+ 7.07% |
$668K - $740K
|
120K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
130KNew |
$11M - $12.1M
|
130K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
802+ 1.26% |
$67.6K - $74.9K
|
64.5K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
42.1K+ 11.8% |
$3.55M - $3.93M
|
399K
$35.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
591+ 13.11% |
$49.9K - $55.2K
|
5.1K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-367- 80.31% |
$31K - $34.3K
|
90
$7.97K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.53K- 13.1% |
$635K - $703K
|
49.9K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-41- 1.54% |
$3.46K - $3.83K
|
2.62K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-884- 6.68% |
$74.6K - $82.6K
|
12.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$84.4 - $93.4
|
13.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 6.24% |
$114K - $126K
|
23K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-5K- 23.15% |
$422K - $467K
|
16.6K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3KNew |
$253K - $280K
|
3K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
701KNew |
$59.1M - $65.5M
|
701K
$62.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
324+ 5.06% |
$27.3K - $30.3K
|
6.73K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-230- 89.49% |
$19.4K - $21.5K
|
27
$2.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
372+ 2.13% |
$31.4K - $34.7K
|
17.8K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.79KNew |
$235K - $260K
|
2.79K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 2.34% |
$1.32M - $1.46M
|
683K
$60.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-43.2K- 70.93% |
$3.64M - $4.03M
|
17.7K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-964- 12.21% |
$81.3K - $90K
|
6.93K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14K+ 33.87% |
$1.18M - $1.31M
|
55.4K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-17.7K- 72.33% |
$1.49M - $1.65M
|
6.77K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
4.58KNew |
$386K - $427K
|
4.58K
$405K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-143K- 60.94% |
$12.1M - $13.3M
|
91.6K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.15% |
$337 - $374
|
2.75K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-34.7K- 84.4% |
$2.93M - $3.24M
|
6.41K
$568K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$531K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
200+ 6.13% |
$16.9K - $18.7K
|
3.47K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-356- 25.37% |
$30K - $33.2K
|
1.05K
$92.7K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-365- 1.82% |
$30.8K - $34.1K
|
19.7K
$1.74M
|