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 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6.68KNew |
$588K - $655K
|
6.68K
$604K
|
|
|
Aug 05, 2024
Q2 2024
|
Regis Management CO LLC
|
SELL
|
- |
-1.4K- 3.14% |
$123K - $137K
|
43.2K
$3.91M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
130+ 0.48% |
$11.4K - $12.8K
|
27.3K
$2.46M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$1.23K - $1.37K
|
6.3K
$569K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.78KNew |
$244K - $272K
|
2.78K
$251K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
26+ 86.67% |
$2.29K - $2.55K
|
56
$5.06K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-80- 40.0% |
$7.04K - $7.85K
|
120
$10.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-10K- 16.67% |
$880K - $981K
|
50K
$4.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
CALL |
300KNew |
$26.4M - $29.4M
|
300K
$27.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-21- 0.56% |
$1.85K - $2.06K
|
3.76K
$340K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.55KNew |
$225K - $250K
|
2.55K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13KNew |
$1.14M - $1.27M
|
13K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-39- 92.86% |
$3.43K - $3.83K
|
3
$271
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$2.38K - $2.65K
|
27
$2.44K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.82K+ 119.84% |
$513K - $571K
|
10.7K
$966K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5.73K+ 44.5% |
$504K - $562K
|
18.6K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.85K+ 86.13% |
$162K - $181K
|
3.99K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.58KNew |
$403K - $449K
|
4.58K
$414K
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-103- 1.99% |
$9.07K - $10.1K
|
5.09K
$460K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
256New |
$22.5K - $25.1K
|
256
$23.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
77.6KNew |
$6.83M - $7.61M
|
77.6K
$7.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
PUT |
500New |
$44K - $49K
|
500
$45.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
425+ 7.46% |
$37.4K - $41.7K
|
6.12K
$553K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 5.22% |
$11.4K - $12.7K
|
2.6K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
22+ 18.8% |
$1.94K - $2.16K
|
139
$12.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.34KNew |
$206K - $229K
|
2.34K
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$440 - $490
|
609
$55K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-150- 4.19% |
$13.2K - $14.7K
|
3.43K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
701+ 14.87% |
$61.7K - $68.8K
|
5.41K
$489K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
31.5KNew |
$2.77M - $3.09M
|
31.5K
$2.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 3.33% |
$88 - $98.1
|
31
$2.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39New |
$3.43K - $3.83K
|
39
$3.53K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-48- 2.11% |
$4.23K - $4.71K
|
2.23K
$201K
|
|
|
Jul 22, 2024
Q2 2024
|
Rye Brook Capital LLC
|
SELL
|
- |
-22.1K- 57.85% |
$1.95M - $2.17M
|
16.1K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-39- 1.07% |
$3.43K - $3.83K
|
3.62K
$327K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-645- 6.0% |
$56.8K - $63.3K
|
10.1K
$913K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-141- 5.4% |
$12.4K - $13.8K
|
2.47K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-740- 3.72% |
$65.1K - $72.6K
|
19.1K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.95K+ 3.7% |
$172K - $191K
|
54.6K
$4.94M
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.2K+ 42.34% |
$105K - $117K
|
4.02K
$364K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
82New |
$7.22K - $8.04K
|
82
$7.41K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.23KNew |
$372K - $415K
|
4.23K
$382K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
372+ 22.12% |
$32.8K - $36.5K
|
2.05K
$186K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$246K - $274K
|
2.8K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
23.4K+ 78.86% |
$2.06M - $2.29M
|
53K
$4.79M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
620+ 3.93% |
$54.6K - $60.8K
|
16.4K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 10.0% |
$88 - $98.1
|
11
$994
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
17KNew |
$1.49M - $1.66M
|
17K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
130+ 4.04% |
$11.4K - $12.8K
|
3.35K
$303K
|