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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 6.25% |
$125K - $138K
|
22.2K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
11.4KNew |
$959K - $1.06M
|
11.4K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 39.62% |
$14K - $15.5K
|
585
$49.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-9.55K- 79.22% |
$806K - $892K
|
2.51K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.13K- 17.51% |
$95.6K - $106K
|
5.34K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-280- 7.71% |
$23.6K - $26.1K
|
3.35K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.37K+ 16.27% |
$116K - $128K
|
9.81K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
234+ 1.3% |
$19.7K - $21.9K
|
18.2K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-41- 1.54% |
$3.46K - $3.83K
|
2.62K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3KNew |
$253K - $280K
|
3K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-230- 89.49% |
$19.4K - $21.5K
|
27
$2.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.15% |
$337 - $374
|
2.75K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$512K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.35KNew |
$282K - $313K
|
3.35K
$286K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.3K- 84.81% |
$1.38M - $1.53M
|
2.93K
$250K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-30.2K- 91.92% |
$2.55M - $2.82M
|
2.65K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15- 0.56% |
$1.27K - $1.4K
|
2.67K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
263K+ 287.46% |
$22.2M - $24.6M
|
355K
$30.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.25K- 91.76% |
$274K - $304K
|
292
$24.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.86% |
$337 - $374
|
470
$40.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-833- 0.85% |
$70.3K - $77.8K
|
97.4K
$8.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.19K+ 119.56% |
$185K - $204K
|
4.02K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.99% |
$2.95K - $3.27K
|
3.52K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$112K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
87New |
$7.34K - $8.12K
|
87
$7.43K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52KNew |
$128K - $142K
|
1.52K
$130K
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
150KNew |
$12.7M - $14M
|
150K
$12.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
614+ 72.07% |
$51.8K - $57.3K
|
1.47K
$125K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-234- 3.6% |
$19.7K - $21.9K
|
6.27K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-75- 2.41% |
$6.33K - $7K
|
3.04K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-107- 44.77% |
$9.03K - $9.99K
|
132
$11.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
9.2KNew |
$776K - $859K
|
9.2K
$785K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
12K+ 4390.84% |
$1.01M - $1.12M
|
12.3K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6New |
$506 - $560
|
6
$512
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-31K- 69.62% |
$2.62M - $2.9M
|
13.5K
$1.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-2.63K- 14.04% |
$222K - $245K
|
16.1K
$1.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
761New |
$64.2K - $71.1K
|
761
$65K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-175- 0.93% |
$14.8K - $16.3K
|
18.6K
$1.59M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
538+ 2445.45% |
$45.4K - $50.2K
|
560
$47.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$17.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.45K+ 31.6% |
$460K - $509K
|
22.7K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.39KNew |
$623K - $690K
|
7.39K
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-1.17K- 11.51% |
$98.7K - $109K
|
9K
$768K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.9K+ 158.33% |
$160K - $177K
|
3.1K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-987- 13.53% |
$83.3K - $92.2K
|
6.31K
$539K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.4KNew |
$202K - $224K
|
2.4K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.5K- 5.31% |
$127K - $140K
|
26.8K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
130K+ 39.24% |
$11M - $12.1M
|
462K
$39.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
92+ 3.01% |
$7.76K - $8.59K
|
3.15K
$269K
|