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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.8K- 60.32% |
$236K - $261K
|
1.84K
$163K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-204- 0.24% |
$17.2K - $19.1K
|
84.4K
$7.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-206- 0.88% |
$17.4K - $19.2K
|
23.2K
$2.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
236+ 1.14% |
$19.9K - $22K
|
21K
$1.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-35- 0.62% |
$2.95K - $3.27K
|
5.64K
$499K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
364+ 3.89% |
$30.7K - $34K
|
9.73K
$861K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-80- 0.21% |
$6.75K - $7.47K
|
38.8K
$3.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-16- 0.4% |
$1.35K - $1.49K
|
4.02K
$356K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-322K- 37.78% |
$27.1M - $30M
|
530K
$46.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-824- 2.29% |
$69.5K - $77K
|
35.1K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-162- 1.22% |
$13.7K - $15.1K
|
13.1K
$1.16M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.45% |
$1.94K - $2.15K
|
5.09K
$451K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$150K - $166K
|
1.78K
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-361- 2.73% |
$30.5K - $33.7K
|
12.9K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
252+ 1.29% |
$21.3K - $23.5K
|
19.8K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.78% |
$84.4 - $93.4
|
128
$11.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 0.56% |
$1.69K - $1.87K
|
3.56K
$315K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-159- 0.47% |
$13.4K - $14.8K
|
33.7K
$2.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-64- 1.51% |
$5.4K - $5.98K
|
4.19K
$371K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
570+ 0.58% |
$48.1K - $53.2K
|
99.7K
$8.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
59.3KNew |
$5M - $5.54M
|
59.3K
$5.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
21+ 2.68% |
$1.77K - $1.96K
|
805
$71.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-774- 18.9% |
$65.3K - $72.3K
|
3.32K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.06K+ 9.35% |
$596K - $659K
|
82.6K
$7.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-12.1K- 82.82% |
$1.02M - $1.13M
|
2.52K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 0.35% |
$8.6K - $9.53K
|
29.1K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
100+ 1.7% |
$8.44K - $9.34K
|
5.98K
$529K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
86New |
$7.25K - $8.03K
|
86
$7.62K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-272- 3.21% |
$22.9K - $25.4K
|
8.21K
$727K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-606- 19.82% |
$51.1K - $56.6K
|
2.45K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-478- 4.33% |
$40.3K - $44.6K
|
10.6K
$935K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-47.9KClosed |
$4.04M - $4.47M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$7.17K - $7.94K
|
85
$7.53K
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-142- 0.49% |
$12K - $13.3K
|
28.6K
$2.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
3.86K+ 6.59% |
$326K - $361K
|
62.5K
$5.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.82KNew |
$238K - $263K
|
2.82K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3+ 0.06% |
$253 - $280
|
5.03K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.2K- 12.14% |
$863K - $955K
|
74K
$6.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
151+ 1.91% |
$12.7K - $14.1K
|
8.07K
$714K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$17.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.31KNew |
$195K - $215K
|
2.31K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
28KNew |
$2.36M - $2.61M
|
28K
$2.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-850- 80.95% |
$71.7K - $79.4K
|
200
$17.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.87K- 14.17% |
$158K - $175K
|
11.4K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
627+ 1.55% |
$52.9K - $58.6K
|
41K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.26% |
$506 - $560
|
2.29K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.62KNew |
$390K - $431K
|
4.62K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
45.5KNew |
$3.83M - $4.24M
|
45.5K
$4.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2.6K+ 520.0% |
$219K - $243K
|
3.1K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5+ 0.19% |
$422 - $467
|
2.58K
$228K
|