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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
4.51K+ 101.58% |
$366K - $414K
|
8.94K
$792K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 0.87% |
$2.68K - $3.03K
|
3.83K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-15- 0.22% |
$1.22K - $1.38K
|
6.83K
$605K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.54K- 17.6% |
$450K - $510K
|
26K
$2.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.06% |
$81.2 - $92
|
1.56K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.62K+ 188.61% |
$538K - $609K
|
10.1K
$897K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.8KNew |
$146K - $166K
|
1.8K
$160K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.6K- 99.04% |
$536K - $607K
|
64
$5.67K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-104K- 40.08% |
$8.45M - $9.57M
|
156K
$13.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.49K+ 1.94% |
$202K - $229K
|
131K
$11.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.1K+ 837.76% |
$1.79M - $2.03M
|
24.7K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.43KNew |
$197K - $223K
|
2.43K
$215K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-270- 2.31% |
$21.9K - $24.8K
|
11.4K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$568 - $644
|
18.3K
$1.62M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.77M
|
|
| Q3 2023 | |||||||
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.8KClosed |
$222K - $262K
|
0
$0
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.63KNew |
$208K - $246K
|
2.63K
$233K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.51KClosed |
$198K - $234K
|
0
$0
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
94+ 184.31% |
$7.43K - $8.78K
|
145
$12.8K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-49KClosed |
$3.87M - $4.57M
|
0
$0
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.16KNew |
$566K - $669K
|
7.16K
$634K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$115K - $135K
|
1.45K
$128K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-497- 1.54% |
$39.3K - $46.4K
|
31.9K
$2.82M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.77K- 50.0% |
$219K - $259K
|
2.77K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
2.3KNew |
$182K - $214K
|
2.3K
$203K
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
675KNew |
$53.4M - $63M
|
675K
$59.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79New |
$6.25K - $7.38K
|
79
$7K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.86K- 37.8% |
$147K - $174K
|
3.07K
$272K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.74K+ 68.62% |
$138K - $163K
|
4.28K
$379K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$158K - $187K
|
2K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-60K- 50.0% |
$4.75M - $5.6M
|
60K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-67- 3.98% |
$5.3K - $6.26K
|
1.62K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
500+ 20.0% |
$39.5K - $46.7K
|
3K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-705- 21.73% |
$55.8K - $65.8K
|
2.54K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
20KNew |
$1.58M - $1.87M
|
20K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
400KNew |
$31.6M - $37.3M
|
400K
$35.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1MNew |
$79.1M - $93.4M
|
1M
$88.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-4.86K- 15.03% |
$384K - $454K
|
27.5K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.26KNew |
$337K - $398K
|
4.26K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Arctis Global LLC
San Juan, PR |
BUY
|
- |
115K+ 46.76% |
$9.08M - $10.7M
|
360K
$31.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
400KNew |
$31.6M - $37.3M
|
400K
$35.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-54K- 84.38% |
$4.27M - $5.04M
|
10K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.6K- 31.7% |
$680K - $803K
|
18.5K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.64KNew |
$288K - $340K
|
3.64K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
45.2K+ 941.67% |
$3.57M - $4.22M
|
50K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 73.08% |
$2.67M - $3.16M
|
12.5K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.48KNew |
$354K - $418K
|
4.48K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.11M - $1.31M
|
14K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23K+ 249.62% |
$1.82M - $2.15M
|
32.3K
$2.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
56.5KNew |
$4.47M - $5.27M
|
56.5K
$5M
|
|