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 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
52New |
$4.39K - $4.86K
|
52
$4.61K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.1KNew |
$346K - $383K
|
4.1K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
562+ 2.07% |
$47.4K - $52.5K
|
27.7K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-41- 1.06% |
$3.46K - $3.83K
|
3.82K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
221New |
$18.6K - $20.6K
|
221
$19.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 61.73% |
$8.44K - $9.34K
|
262
$23.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.54K- 19.1% |
$130K - $144K
|
6.51K
$577K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65New |
$5.48K - $6.07K
|
65
$5.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
3.33K+ 32.8% |
$281K - $311K
|
13.5K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.73K- 39.99% |
$315K - $349K
|
5.6K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71KNew |
$145K - $160K
|
1.71K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-800- 49.91% |
$67.5K - $74.7K
|
803
$71.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-31.9K- 50.41% |
$2.69M - $2.98M
|
31.4K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-253- 5.39% |
$21.3K - $23.6K
|
4.44K
$394K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.4K- 1.1% |
$1.81M - $2M
|
1.94M
$171M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173K- 12.19% |
$14.6M - $16.2M
|
1.25M
$110M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-981- 11.47% |
$82.7K - $91.6K
|
7.57K
$670K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
988New |
$83.3K - $92.3K
|
988
$87.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.86K- 6.84% |
$157K - $174K
|
25.3K
$2.24M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.57KNew |
$301K - $333K
|
3.57K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-996- 29.8% |
$84K - $93K
|
2.35K
$208K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.4K- 28.67% |
$287K - $317K
|
8.46K
$749K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.34K- 30.81% |
$282K - $312K
|
7.51K
$665K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
35+ 1.27% |
$2.95K - $3.27K
|
2.79K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10.6K- 76.01% |
$895K - $991K
|
3.35K
$297K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
985+ 33.28% |
$83.1K - $92K
|
3.95K
$349K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
964New |
$81.3K - $90K
|
964
$85.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-177- 41.55% |
$14.9K - $16.5K
|
249
$22.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-19.9K- 43.31% |
$1.68M - $1.86M
|
26K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.36K+ 5.44% |
$199K - $220K
|
45.7K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
294+ 11.81% |
$24.8K - $27.5K
|
2.78K
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
37+ 0.9% |
$3.12K - $3.46K
|
4.14K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.22K+ 11.9% |
$440K - $487K
|
49.1K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
712+ 19.25% |
$60.1K - $66.5K
|
4.41K
$391K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-447- 1.21% |
$37.7K - $41.7K
|
36.6K
$3.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-109- 2.58% |
$9.19K - $10.2K
|
4.11K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
551+ 23.64% |
$46.5K - $51.5K
|
2.88K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 2.7% |
$10.3K - $11.4K
|
4.39K
$389K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
985+ 1.11% |
$83.1K - $92K
|
89.5K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.91K- 42.88% |
$161K - $179K
|
2.55K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
21.7KNew |
$1.83M - $2.03M
|
21.7K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-590K- 47.88% |
$49.8M - $55.1M
|
643K
$56.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 190.49% |
$123K - $137K
|
2.23K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.9K- 15.9% |
$1.26M - $1.39M
|
78.8K
$6.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
118New |
$9.95K - $11K
|
118
$10.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-29.3K- 99.8% |
$2.47M - $2.74M
|
60
$5.31K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
277+ 0.5% |
$23.4K - $25.9K
|
55.3K
$4.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.17KNew |
$352K - $390K
|
4.17K
$369K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 63.45% |
$42.2K - $46.7K
|
288
$25.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.6K+ 1.4% |
$220K - $243K
|
188K
$16.7M
|