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 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.51K- 34.51% |
$296K - $328K
|
6.66K
$590K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-66- 2.06% |
$5.57K - $6.16K
|
3.15K
$279K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.1K+ 17.23% |
$933K - $1.03M
|
75.2K
$6.66M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 100.0% |
$2.53K - $2.8K
|
60
$5.31K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.94K- 8.33% |
$164K - $181K
|
21.4K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.32K- 11.75% |
$112K - $124K
|
9.94K
$880K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-78- 1.28% |
$6.58K - $7.28K
|
6K
$532K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.71K- 40.54% |
$566K - $627K
|
9.84K
$871K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.44K+ 6.03% |
$122K - $135K
|
25.4K
$2.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-713- 1.78% |
$60.1K - $66.6K
|
39.4K
$3.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-690- 17.87% |
$58.2K - $64.4K
|
3.17K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-615- 0.98% |
$51.9K - $57.4K
|
62.3K
$5.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
516New |
$43.5K - $48.2K
|
516
$45.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
140+ 2.88% |
$11.8K - $13.1K
|
5.01K
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.3K- 56.87% |
$1.12M - $1.25M
|
10.1K
$896K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-491- 11.16% |
$41.4K - $45.9K
|
3.91K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.91K- 41.45% |
$667K - $739K
|
11.2K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 5.24% |
$192K - $213K
|
41.3K
$3.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
44K+ 104.76% |
$3.71M - $4.11M
|
86.1K
$7.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
115+ 4.05% |
$9.7K - $10.7K
|
2.95K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-133- 59.64% |
$11.2K - $12.4K
|
90
$7.97K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$235K - $260K
|
2.79K
$247K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-215- 2.21% |
$18.1K - $20.1K
|
9.51K
$842K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.49K+ 9.02% |
$379K - $420K
|
54.3K
$4.81M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
100+ 46.51% |
$8.44K - $9.34K
|
315
$27.9K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
22+ 0.64% |
$1.86K - $2.05K
|
3.49K
$309K
|
|
| Q2 2024 | |||||||
|
Feb 07, 2025
Q2 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-230KClosed |
$20.2M - $22.6M
|
0
$0
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 0.33% |
$2.2K - $2.45K
|
7.72K
$683K
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
2.65MNew |
$233M - $260M
|
2.65M
$235M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$308K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7K+ 629.98% |
$1.3M - $1.44M
|
17.1K
$1.51M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
35.8KNew |
$3.15M - $3.51M
|
35.8K
$3.17M
|
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
37.9KNew |
$3.34M - $3.72M
|
37.9K
$3.36M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-106K- 69.12% |
$9.31M - $10.4M
|
47.2K
$4.18M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
39+ 557.14% |
$3.43K - $3.83K
|
46
$4.07K
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
26.9KNew |
$2.37M - $2.64M
|
26.9K
$2.39M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 7.99% |
$8.8K - $9.81K
|
1.15K
$102K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-73- 23.32% |
$6.43K - $7.16K
|
240
$21.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
34.3KNew |
$3.02M - $3.37M
|
34.3K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-56.7K- 65.64% |
$4.99M - $5.56M
|
29.7K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2K- 4.88% |
$176K - $196K
|
39K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 33.77% |
$88.4K - $98.5K
|
3.98K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-500K- 57.14% |
$44M - $49M
|
375K
$33.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
34.5KNew |
$3.04M - $3.38M
|
34.5K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-272K- 99.02% |
$23.9M - $26.7M
|
2.69K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-100- 4.05% |
$8.8K - $9.81K
|
2.37K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
337KNew |
$29.7M - $33.1M
|
337K
$29.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-138K- 99.04% |
$12.1M - $13.5M
|
1.33K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
250+ 5.82% |
$22K - $24.5K
|
4.54K
$402K
|
|