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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.36K+ 23.68% |
$668K - $789K
|
43.7K
$3.87M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$28.3K
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-238- 6.55% |
$19K - $22.5K
|
3.39K
$300K
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$190K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-125K- 47.4% |
$9.97M - $11.8M
|
138K
$12.3M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
84KNew |
$6.71M - $7.93M
|
84K
$7.44M
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-19.3K- 60.69% |
$1.54M - $1.82M
|
12.5K
$1.11M
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
66KNew |
$5.27M - $6.23M
|
66K
$5.85M
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-47.3K- 83.76% |
$3.78M - $4.47M
|
9.17K
$812K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-570- 5.54% |
$45.5K - $53.8K
|
9.71K
$860K
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3.5KNew |
$280K - $330K
|
3.5K
$310K
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-544- 15.19% |
$43.5K - $51.4K
|
3.04K
$269K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
759+ 1.33% |
$60.7K - $71.7K
|
57.7K
$5.11M
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.21KNew |
$177K - $209K
|
2.21K
$196K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
72.3K+ 57824.0% |
$5.78M - $6.82M
|
72.4K
$6.41M
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
6.95KNew |
$555K - $656K
|
6.95K
$615K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.51K- 23.8% |
$121K - $143K
|
4.85K
$429K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
SELL
|
- |
-500- 3.33% |
$40K - $47.2K
|
14.5K
$1.28M
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-200- 4.2% |
$16K - $18.9K
|
4.56K
$404K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.92K+ 5.91% |
$154K - $181K
|
34.4K
$3.05M
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.75K- 54.65% |
$219K - $259K
|
2.28K
$202K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-22.4K- 78.02% |
$1.79M - $2.11M
|
6.3K
$558K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
103KNew |
$8.23M - $9.73M
|
103K
$9.13M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.51K- 27.38% |
$121K - $143K
|
4.02K
$356K
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.18K- 16.13% |
$254K - $300K
|
16.5K
$1.46M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-470- 81.03% |
$37.6K - $44.4K
|
110
$9.74K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
101+ 18.43% |
$8.07K - $9.54K
|
649
$57.5K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.8K+ 85.57% |
$463K - $547K
|
12.6K
$1.11M
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$190K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
250New |
$20K - $23.6K
|
250
$22.1K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
27New |
$2.16K - $2.55K
|
27
$2.39K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
408+ 32.18% |
$32.6K - $38.5K
|
1.68K
$148K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-226- 2.05% |
$18.1K - $21.3K
|
10.8K
$958K
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
577+ 8.85% |
$46.1K - $54.5K
|
7.1K
$629K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-12- 7.41% |
$959 - $1.13K
|
150
$13.3K
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-4.43K- 62.78% |
$354K - $418K
|
2.63K
$233K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.82K- 6.03% |
$305K - $360K
|
59.5K
$5.27M
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.71KNew |
$217K - $256K
|
2.71K
$240K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.56KNew |
$204K - $241K
|
2.56K
$226K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10.1K- 56.02% |
$803K - $949K
|
7.89K
$699K
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.2K+ 11.28% |
$256K - $302K
|
31.6K
$2.8M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.91KNew |
$792K - $936K
|
9.91K
$878K
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
34.4KNew |
$2.75M - $3.25M
|
34.4K
$3.05M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$28.3K
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.01K+ 19.65% |
$241K - $284K
|
18.3K
$1.62M
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
7.95K+ 45.84% |
$635K - $750K
|
25.3K
$2.24M
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-46- 29.87% |
$3.68K - $4.34K
|
108
$9.56K
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 90.91% |
$7.99M - $9.44M
|
10K
$886K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.11KNew |
$408K - $483K
|
5.11K
$453K
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
10.2K+ 186.84% |
$815K - $963K
|
15.7K
$1.39M
|