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
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$107K - $125K
|
1.28K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$5.16M - $6.02M
|
61.9K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.14K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
476+ 18.71% |
$39.7K - $46.3K
|
3.02K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 50.98% |
$2.17K - $2.53K
|
77
$6.96K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
5KNew |
$416K - $486K
|
5K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.27KNew |
$106K - $124K
|
1.27K
$115K
|
|
|
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
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-321- 11.84% |
$26.7K - $31.2K
|
2.39K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.8KNew |
$233K - $272K
|
2.8K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
360KNew |
$30M - $35M
|
360K
$32.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102+ 9.52% |
$8.5K - $9.92K
|
1.17K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.1K+ 51.99% |
$425K - $496K
|
14.9K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
20.3KNew |
$1.69M - $1.98M
|
20.3K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
248+ 0.34% |
$20.7K - $24.1K
|
72.7K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.46K+ 56.11% |
$538K - $628K
|
18K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
851+ 2.53% |
$70.9K - $82.8K
|
34.5K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23.3K- 62.96% |
$1.94M - $2.26M
|
13.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-36.6K- 67.53% |
$3.05M - $3.56M
|
17.6K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-477- 94.27% |
$39.7K - $46.4K
|
29
$2.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
598New |
$49.8K - $58.2K
|
598
$54.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-2.92K- 7.41% |
$243K - $284K
|
36.5K
$3.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225New |
$18.7K - $21.9K
|
225
$20.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.84KNew |
$487K - $568K
|
5.84K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
132KNew |
$11M - $12.8M
|
132K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-84- 0.63% |
$7K - $8.17K
|
13.2K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-30.2K- 99.93% |
$2.52M - $2.94M
|
20
$1.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
6KNew |
$500K - $584K
|
6K
$542K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$917 - $1.07K
|
11
$994
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-728- 45.84% |
$60.7K - $70.8K
|
860
$77.7K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.96K+ 16.68% |
$247K - $288K
|
20.7K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.1KNew |
$1.01M - $1.18M
|
12.1K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
138KNew |
$11.5M - $13.4M
|
138K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-139- 0.97% |
$11.6K - $13.5K
|
14.2K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.34K- 98.15% |
$195K - $227K
|
44
$3.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-100- 3.29% |
$8.33K - $9.73K
|
2.94K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-42- 1.28% |
$3.5K - $4.09K
|
3.24K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-685- 20.01% |
$57.1K - $66.6K
|
2.74K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.34KNew |
$195K - $228K
|
2.34K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
44+ 2.06% |
$3.67K - $4.28K
|
2.18K
$197K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
302New |
$25.2K - $29.4K
|
302
$27.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.92KNew |
$244K - $284K
|
2.92K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.31K+ 15.5% |
$193K - $225K
|
17.2K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-336- 6.15% |
$28K - $32.7K
|
5.13K
$464K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 25.0% |
$41.7K - $48.6K
|
2.5K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
400New |
$33.3K - $38.9K
|
400
$36.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
50+ 0.17% |
$4.17K - $4.86K
|
29.9K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-79- 2.94% |
$6.58K - $7.68K
|
2.61K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.21KNew |
$184K - $215K
|
2.21K
$200K
|