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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
103K+ 695.24% |
$9.06M - $10.1M
|
118K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36New |
$3.17K - $3.53K
|
36
$3.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
30.5KNew |
$2.68M - $2.99M
|
30.5K
$2.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
5.49K+ 41.62% |
$484K - $539K
|
18.7K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-468- 1.86% |
$41.2K - $45.9K
|
24.7K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-405K- 41.79% |
$35.7M - $39.7M
|
565K
$50M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
330KNew |
$29M - $32.4M
|
330K
$29.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.54M - $1.72M
|
17.5K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24KNew |
$2.11M - $2.35M
|
24K
$2.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.85KNew |
$339K - $377K
|
3.85K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.64% |
$440 - $490
|
782
$69.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-9.45K- 3.99% |
$832K - $927K
|
227K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-329- 1.45% |
$29K - $32.3K
|
22.4K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-33K- 40.42% |
$2.91M - $3.24M
|
48.7K
$4.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
101New |
$8.89K - $9.91K
|
101
$8.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
142KNew |
$12.5M - $14M
|
142K
$12.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-150K- 79.09% |
$13.2M - $14.7M
|
39.6K
$3.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Ace Management Global Ltd.
Sao Paolo, D5 |
SELL
|
- |
-61.6K- 66.01% |
$5.42M - $6.04M
|
31.7K
$2.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.8K+ 63.09% |
$158K - $176K
|
4.65K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
CALL |
288KNew |
$25.4M - $28.3M
|
288K
$25.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.52% |
$88 - $98.1
|
194
$17.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
9.25KNew |
$815K - $908K
|
9.25K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
335+ 2.85% |
$29.5K - $32.9K
|
12.1K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.22K+ 4.11% |
$548K - $610K
|
157K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.44K- 35.32% |
$127K - $141K
|
2.63K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.4KNew |
$918K - $1.02M
|
10.4K
$923K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
76K+ 217.25% |
$6.69M - $7.46M
|
111K
$9.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
121KNew |
$10.7M - $11.9M
|
121K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.2K+ 2.86% |
$193K - $215K
|
78.9K
$6.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51New |
$4.49K - $5K
|
51
$4.52K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-109- 1.56% |
$9.6K - $10.7K
|
6.86K
$607K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$528K - $588K
|
6K
$531K
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.7KNew |
$2.18M - $2.42M
|
24.7K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
3KNew |
$264K - $294K
|
3K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
169New |
$14.9K - $16.6K
|
169
$15K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
177K+ 4341.29% |
$15.6M - $17.4M
|
181K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
75+ 3.51% |
$6.6K - $7.36K
|
2.21K
$196K
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.12KNew |
$451K - $502K
|
5.12K
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
5.95K+ 9.39% |
$524K - $584K
|
69.3K
$6.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-334- 1.68% |
$29.4K - $32.8K
|
19.5K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-178- 0.75% |
$15.7K - $17.5K
|
23.5K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.83KNew |
$425K - $474K
|
4.83K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-84- 3.61% |
$7.4K - $8.24K
|
2.24K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
382+ 161.18% |
$33.6K - $37.5K
|
619
$54.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.17K- 73.83% |
$720K - $802K
|
2.9K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-35.9K- 99.71% |
$3.16M - $3.52M
|
103
$9.12K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.35K+ 291.51% |
$559K - $623K
|
8.53K
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.28K+ 4.01% |
$465K - $518K
|
137K
$12.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.13% |
$88 - $98.1
|
760
$67.3K
|