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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.56K+ 47.42% |
$604K - $714K
|
23.5K
$2.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
10KNew |
$799K - $944K
|
10K
$886K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$43.3K - $51.2K
|
542
$48K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-66- 20.89% |
$5.27K - $6.23K
|
250
$22.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.18K+ 14.45% |
$414K - $489K
|
41K
$3.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.82K+ 12.17% |
$545K - $644K
|
62.9K
$5.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$5.99K - $7.08K
|
75
$6.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.67K- 20.55% |
$373K - $441K
|
18K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$198K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-230- 8.31% |
$18.4K - $21.7K
|
2.54K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.09KNew |
$87.2K - $103K
|
1.09K
$96.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8.21KNew |
$656K - $775K
|
8.21K
$727K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.83K- 10.74% |
$306K - $362K
|
31.9K
$2.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-215K- 79.31% |
$17.2M - $20.3M
|
56.1K
$4.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.84KNew |
$306K - $362K
|
3.84K
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$171K - $203K
|
2.15K
$190K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20.7K- 99.98% |
$1.66M - $1.96M
|
5
$443
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-33.1K- 91.12% |
$2.64M - $3.12M
|
3.22K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.69% |
$3.28K - $3.87K
|
5.99K
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-378- 7.55% |
$30.2K - $35.7K
|
4.63K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 45.78% |
$329K - $388K
|
4.87K
$431K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
536+ 8.91% |
$42.8K - $50.6K
|
6.55K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.26% |
$879 - $1.04K
|
4.25K
$376K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-166- 96.51% |
$13.3K - $15.7K
|
6
$531
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.62K+ 52.39% |
$289K - $342K
|
10.5K
$933K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.91KNew |
$232K - $275K
|
2.91K
$258K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37KNew |
$2.95M - $3.49M
|
37K
$3.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-380- 12.6% |
$30.4K - $35.9K
|
2.64K
$233K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$209K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$179K - $211K
|
2.24K
$198K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
470+ 3.03% |
$37.6K - $44.4K
|
16K
$1.42M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-524- 12.12% |
$41.9K - $49.5K
|
3.8K
$336K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
21KNew |
$1.7M - $1.93M
|
21K
$1.86M
|
|
|
Jan 30, 2025
Q4 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-27KClosed |
$2.19M - $2.48M
|
0
$0
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.24KNew |
$182K - $206K
|
2.24K
$199K
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
37.5KNew |
$3.05M - $3.45M
|
37.5K
$3.32M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$81.2K - $92K
|
1K
$88.6K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-149- 78.42% |
$12.1K - $13.7K
|
41
$3.63K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
748New |
$60.7K - $68.8K
|
748
$66.2K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.57KNew |
$209K - $236K
|
2.57K
$228K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
125New |
$10.2K - $11.5K
|
125
$11.1K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-107- 31.1% |
$8.69K - $9.84K
|
237
$21K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.9K- 57.24% |
$1.05M - $1.19M
|
9.63K
$853K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
425New |
$34.5K - $39.1K
|
425
$37.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
314New |
$25.5K - $28.9K
|
314
$27.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.7K - $25.7K
|
280
$24.8K
|
|