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 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
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-170- 1.83% |
$14.3K - $15.9K
|
9.14K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 2.44% |
$8.44K - $9.34K
|
3.99K
$354K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.35KNew |
$282K - $313K
|
3.35K
$296K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.26K- 10.05% |
$190K - $211K
|
20.2K
$1.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 1.93% |
$16.9K - $18.7K
|
10.2K
$899K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.3K- 84.81% |
$1.38M - $1.53M
|
2.93K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-5.19K- 8.46% |
$438K - $485K
|
56.2K
$4.98M
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-30.2K- 91.92% |
$2.55M - $2.82M
|
2.65K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$169 - $187
|
14.9K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.1K- 5.16% |
$1.02M - $1.13M
|
222K
$19.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.1K- 0.26% |
$92.8K - $103K
|
428K
$37.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15- 0.56% |
$1.27K - $1.4K
|
2.67K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
263K+ 287.46% |
$22.2M - $24.6M
|
355K
$31.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
506New |
$42.7K - $47.3K
|
506
$44.8K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
31.2K+ 4.3% |
$2.63M - $2.91M
|
756K
$66.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.19K+ 41.17% |
$437K - $484K
|
17.8K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1M- 12.39% |
$84.6M - $93.7M
|
7.09M
$628M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
830+ 2.54% |
$70K - $77.5K
|
33.5K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-37- 0.53% |
$3.12K - $3.46K
|
6.99K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
102KNew |
$8.58M - $9.49M
|
102K
$9M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.73K+ 7.05% |
$146K - $162K
|
26.3K
$2.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.79K- 42.81% |
$151K - $167K
|
2.39K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
37KNew |
$3.12M - $3.45M
|
37K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
5.2K+ 10.61% |
$439K - $486K
|
54.2K
$4.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.06K- 10.04% |
$89.4K - $99K
|
9.5K
$842K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.25K- 91.76% |
$274K - $304K
|
292
$25.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.05K+ 7.26% |
$173K - $191K
|
30.2K
$2.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.97K- 5.37% |
$335K - $371K
|
69.9K
$6.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
910+ 2.78% |
$76.8K - $85K
|
33.7K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.86% |
$337 - $374
|
470
$41.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.71% |
$844 - $934
|
1.43K
$126K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.82% |
$844 - $934
|
1.23K
$109K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-114K- 27.03% |
$9.59M - $10.6M
|
307K
$27.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
107+ 0.21% |
$9.03K - $9.99K
|
50.1K
$4.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-811- 14.69% |
$68.4K - $75.7K
|
4.71K
$417K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-833- 0.85% |
$70.3K - $77.8K
|
97.4K
$8.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.95K- 46.52% |
$333K - $369K
|
4.54K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.54KNew |
$215K - $238K
|
2.54K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.19K+ 119.56% |
$185K - $204K
|
4.02K
$356K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.99% |
$2.95K - $3.27K
|
3.52K
$311K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2.5KNew |
$211K - $233K
|
2.5K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.32K- 3.45% |
$364K - $404K
|
121K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-88.6K- 95.58% |
$7.47M - $8.27M
|
4.09K
$362K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
52+ 1.87% |
$4.39K - $4.86K
|
2.84K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
454+ 0.88% |
$38.3K - $42.4K
|
52.1K
$4.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
87New |
$7.34K - $8.12K
|
87
$7.7K
|