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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-125- 4.12% |
$11K - $12.3K
|
2.91K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 69.93% |
$8.8K - $9.81K
|
243
$20.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
80New |
$7.04K - $7.85K
|
80
$6.83K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.87K+ 883.49% |
$165K - $184K
|
2.09K
$178K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7- 0.07% |
$616 - $687
|
10.5K
$900K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
30New |
$2.64K - $2.94K
|
30
$2.56K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.28KNew |
$201K - $224K
|
2.28K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.34K+ 127.71% |
$118K - $132K
|
2.39K
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-120- 1.9% |
$10.6K - $11.8K
|
6.19K
$528K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.84K- 22.69% |
$602K - $671K
|
23.3K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
65.1KNew |
$5.73M - $6.39M
|
65.1K
$5.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-23.2K- 90.16% |
$2.04M - $2.28M
|
2.53K
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-577- 13.7% |
$50.8K - $56.6K
|
3.64K
$310K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6.68KNew |
$588K - $655K
|
6.68K
$571K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-1.4K- 3.14% |
$123K - $137K
|
43.2K
$3.69M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
130+ 0.48% |
$11.4K - $12.8K
|
27.3K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$1.23K - $1.37K
|
6.3K
$537K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.78KNew |
$244K - $272K
|
2.78K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
26+ 86.67% |
$2.29K - $2.55K
|
56
$4.78K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-80- 40.0% |
$7.04K - $7.85K
|
120
$10.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-10K- 16.67% |
$880K - $981K
|
50K
$4.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
300KNew |
$26.4M - $29.4M
|
300K
$25.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-21- 0.56% |
$1.85K - $2.06K
|
3.76K
$321K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.55KNew |
$225K - $250K
|
2.55K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13KNew |
$1.14M - $1.27M
|
13K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-39- 92.86% |
$3.43K - $3.83K
|
3
$256
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$2.38K - $2.65K
|
27
$2.31K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.82K+ 119.84% |
$513K - $571K
|
10.7K
$912K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
402+ 7.08% |
$35.4K - $39.4K
|
6.08K
$519K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5.73K+ 44.5% |
$504K - $562K
|
18.6K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.85K+ 86.13% |
$162K - $181K
|
3.99K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.58KNew |
$403K - $449K
|
4.58K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-103- 1.99% |
$9.07K - $10.1K
|
5.09K
$434K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
256New |
$22.5K - $25.1K
|
256
$21.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
77.6KNew |
$6.83M - $7.61M
|
77.6K
$6.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$44K - $49K
|
500
$42.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
425+ 7.46% |
$37.4K - $41.7K
|
6.12K
$523K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 5.22% |
$11.4K - $12.7K
|
2.6K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-141- 4.42% |
$12.4K - $13.8K
|
3.05K
$260K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
22+ 18.8% |
$1.94K - $2.16K
|
139
$11.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.34KNew |
$206K - $229K
|
2.34K
$199K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$440 - $490
|
609
$52K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-150- 4.19% |
$13.2K - $14.7K
|
3.43K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
701+ 14.87% |
$61.7K - $68.8K
|
5.41K
$462K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
31.5KNew |
$2.77M - $3.09M
|
31.5K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 3.33% |
$88 - $98.1
|
31
$2.65K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39New |
$3.43K - $3.83K
|
39
$3.33K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 2.11% |
$4.23K - $4.71K
|
2.23K
$190K
|
|
|
Jul 22, 2024
Q2 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-22.1K- 57.85% |
$1.95M - $2.17M
|
16.1K
$1.37M
|