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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
200+ 5.0% |
$16.9K - $18.7K
|
4.2K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-2.8K- 60.32% |
$236K - $261K
|
1.84K
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-35- 0.62% |
$2.95K - $3.27K
|
5.64K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
364+ 3.89% |
$30.7K - $34K
|
9.73K
$830K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$150K - $166K
|
1.78K
$152K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.78% |
$84.4 - $93.4
|
128
$10.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 0.56% |
$1.69K - $1.87K
|
3.56K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-159- 0.47% |
$13.4K - $14.8K
|
33.7K
$2.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
59.3KNew |
$5M - $5.54M
|
59.3K
$5.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-774- 18.9% |
$65.3K - $72.3K
|
3.32K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-12.1K- 82.82% |
$1.02M - $1.13M
|
2.52K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
102+ 0.35% |
$8.6K - $9.53K
|
29.1K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-272- 3.21% |
$22.9K - $25.4K
|
8.21K
$701K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-606- 19.82% |
$51.1K - $56.6K
|
2.45K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-47.9KClosed |
$4.04M - $4.47M
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-142- 0.49% |
$12K - $13.3K
|
28.6K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
3.86K+ 6.59% |
$326K - $361K
|
62.5K
$5.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.82KNew |
$238K - $263K
|
2.82K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
200New |
$16.9K - $18.7K
|
200
$17.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-850- 80.95% |
$71.7K - $79.4K
|
200
$17.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.62KNew |
$390K - $431K
|
4.62K
$394K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
52New |
$4.39K - $4.86K
|
52
$4.44K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-41- 1.06% |
$3.46K - $3.83K
|
3.82K
$326K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100+ 61.73% |
$8.44K - $9.34K
|
262
$22.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.54K- 19.1% |
$130K - $144K
|
6.51K
$556K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65New |
$5.48K - $6.07K
|
65
$5.55K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.73K- 39.99% |
$315K - $349K
|
5.6K
$478K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.71KNew |
$145K - $160K
|
1.71K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.4K- 1.1% |
$1.81M - $2M
|
1.94M
$165M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-173K- 12.19% |
$14.6M - $16.2M
|
1.25M
$106M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-981- 11.47% |
$82.7K - $91.6K
|
7.57K
$646K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-996- 29.8% |
$84K - $93K
|
2.35K
$200K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
35+ 1.27% |
$2.95K - $3.27K
|
2.79K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
964New |
$81.3K - $90K
|
964
$82.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-177- 41.55% |
$14.9K - $16.5K
|
249
$21.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-19.9K- 43.31% |
$1.68M - $1.86M
|
26K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
37+ 0.9% |
$3.12K - $3.46K
|
4.14K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
712+ 19.25% |
$60.1K - $66.5K
|
4.41K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-447- 1.21% |
$37.7K - $41.7K
|
36.6K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
551+ 23.64% |
$46.5K - $51.5K
|
2.88K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-122- 2.7% |
$10.3K - $11.4K
|
4.39K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
985+ 1.11% |
$83.1K - $92K
|
89.5K
$7.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
SELL
|
- |
-1.91K- 42.88% |
$161K - $179K
|
2.55K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-590K- 47.88% |
$49.8M - $55.1M
|
643K
$54.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 190.49% |
$123K - $137K
|
2.23K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
118New |
$9.95K - $11K
|
118
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-29.3K- 99.8% |
$2.47M - $2.74M
|
60
$5.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
277+ 0.5% |
$23.4K - $25.9K
|
55.3K
$4.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 63.45% |
$42.2K - $46.7K
|
288
$24.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.51K- 34.51% |
$296K - $328K
|
6.66K
$569K
|