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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 5.22% |
$11.4K - $12.7K
|
2.6K
$230K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
5.43K+ 68.71% |
$478K - $532K
|
13.3K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-141- 4.42% |
$12.4K - $13.8K
|
3.05K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
22+ 18.8% |
$1.94K - $2.16K
|
139
$12.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
740+ 1.58% |
$65.1K - $72.6K
|
47.6K
$4.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.34KNew |
$206K - $229K
|
2.34K
$207K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
9+ 0.15% |
$792 - $883
|
6.13K
$543K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$440 - $490
|
609
$53.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-150- 4.19% |
$13.2K - $14.7K
|
3.43K
$303K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
701+ 14.87% |
$61.7K - $68.8K
|
5.41K
$479K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
31.5KNew |
$2.77M - $3.09M
|
31.5K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 3.33% |
$88 - $98.1
|
31
$2.75K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-1.47K- 30.18% |
$129K - $144K
|
3.4K
$301K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39New |
$3.43K - $3.83K
|
39
$3.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 2.11% |
$4.23K - $4.71K
|
2.23K
$197K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-777- 13.64% |
$68.4K - $76.2K
|
4.92K
$436K
|
|
|
Jul 22, 2024
Q2 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-22.1K- 57.85% |
$1.95M - $2.17M
|
16.1K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-39- 1.07% |
$3.43K - $3.83K
|
3.62K
$320K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$481K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-645- 6.0% |
$56.8K - $63.3K
|
10.1K
$895K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
198+ 2.51% |
$17.4K - $19.4K
|
8.07K
$715K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
711+ 7.81% |
$62.6K - $69.7K
|
9.81K
$869K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-141- 5.4% |
$12.4K - $13.8K
|
2.47K
$219K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-740- 3.72% |
$65.1K - $72.6K
|
19.1K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 3.7% |
$172K - $191K
|
54.6K
$4.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 3.5% |
$8.8K - $9.81K
|
2.96K
$262K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8+ 0.09% |
$704 - $785
|
9.19K
$814K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.2K+ 42.34% |
$105K - $117K
|
4.02K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
82New |
$7.22K - $8.04K
|
82
$7.26K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.23KNew |
$372K - $415K
|
4.23K
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
372+ 22.12% |
$32.8K - $36.5K
|
2.05K
$182K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.38KNew |
$825K - $920K
|
9.38K
$830K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-149- 3.05% |
$13.1K - $14.6K
|
4.74K
$420K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 4.0% |
$4.4K - $4.9K
|
1.2K
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$246K - $274K
|
2.8K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
23.4K+ 78.86% |
$2.06M - $2.29M
|
53K
$4.69M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
620+ 3.93% |
$54.6K - $60.8K
|
16.4K
$1.45M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$88 - $98.1
|
1.33K
$117K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 10.0% |
$88 - $98.1
|
11
$974
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
17KNew |
$1.49M - $1.66M
|
17K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
130+ 4.04% |
$11.4K - $12.8K
|
3.35K
$296K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-900- 18.17% |
$79.2K - $88.3K
|
4.05K
$359K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
144+ 1.72% |
$12.7K - $14.1K
|
8.5K
$753K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-40- 8.79% |
$3.52K - $3.92K
|
415
$36.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-104- 2.2% |
$9.16K - $10.2K
|
4.62K
$409K
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
436+ 1.59% |
$38.4K - $42.8K
|
27.9K
$2.47M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.43KNew |
$214K - $238K
|
2.43K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-3.46K- 24.0% |
$304K - $339K
|
11K
$970K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
65+ 2.8% |
$5.72K - $6.38K
|
2.39K
$211K
|