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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$4.17M - $4.86M
|
50K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
15KNew |
$1.25M - $1.46M
|
15K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.01K+ 4.83% |
$84.4K - $98.5K
|
22K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.7K- 39.08% |
$142K - $165K
|
2.65K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.49K- 15.3% |
$124K - $145K
|
8.25K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.27K- 7.95% |
$105K - $123K
|
14.7K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-60- 2.4% |
$5K - $5.84K
|
2.44K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.3K+ 128.96% |
$525K - $613K
|
11.2K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
2.4KNew |
$200K - $233K
|
2.4K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.96K- 81.97% |
$163K - $190K
|
430
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.76K- 3.9% |
$147K - $172K
|
43.5K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 78.94% |
$2.9M - $3.38M
|
78.8K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
888+ 89.61% |
$74K - $86.4K
|
1.88K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-245- 2.95% |
$20.4K - $23.8K
|
8.05K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-9- 0.59% |
$750 - $875
|
1.52K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400K+ 42.11% |
$33.3M - $38.9M
|
1.35M
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133K- 22.4% |
$11.1M - $12.9M
|
460K
$39.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.5KNew |
$292K - $341K
|
3.5K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$107K - $125K
|
1.28K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$5.16M - $6.02M
|
61.9K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.14K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
550+ 10.96% |
$45.8K - $53.5K
|
5.57K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
476+ 18.71% |
$39.7K - $46.3K
|
3.02K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 50.98% |
$2.17K - $2.53K
|
77
$6.57K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
5KNew |
$416K - $486K
|
5K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.27KNew |
$106K - $124K
|
1.27K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
436+ 19.83% |
$36.3K - $42.4K
|
2.64K
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-103Closed |
$8.58K - $10K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.49KNew |
$207K - $242K
|
2.49K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-321- 11.84% |
$26.7K - $31.2K
|
2.39K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.8KNew |
$233K - $272K
|
2.8K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
360KNew |
$30M - $35M
|
360K
$30.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.3K- 18.64% |
$109K - $127K
|
5.69K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102+ 9.52% |
$8.5K - $9.92K
|
1.17K
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.1K+ 51.99% |
$425K - $496K
|
14.9K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-20- 2.94% |
$1.67K - $1.95K
|
661
$56.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
178K+ 3486.12% |
$14.9M - $17.3M
|
183K
$15.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
20.3KNew |
$1.69M - $1.98M
|
20.3K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
248+ 0.34% |
$20.7K - $24.1K
|
72.7K
$6.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
159K+ 253.95% |
$13.2M - $15.4M
|
221K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-29.2K- 78.33% |
$2.43M - $2.84M
|
8.07K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.46K+ 56.11% |
$538K - $628K
|
18K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
851+ 2.53% |
$70.9K - $82.8K
|
34.5K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.35KNew |
$195K - $228K
|
2.35K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.3K- 62.96% |
$1.94M - $2.26M
|
13.7K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-36.6K- 67.53% |
$3.05M - $3.56M
|
17.6K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-477- 94.27% |
$39.7K - $46.4K
|
29
$2.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
598New |
$49.8K - $58.2K
|
598
$51.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.92K- 7.41% |
$243K - $284K
|
36.5K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$17.1K
|