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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5KNew |
$395K - $467K
|
5K
$443K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
576+ 12.79% |
$45.6K - $53.8K
|
5.08K
$450K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-975- 97.5% |
$77.1K - $91K
|
25
$2.21K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-654K- 65.44% |
$51.8M - $61.1M
|
346K
$30.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.24KNew |
$97.8K - $115K
|
1.24K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.72KNew |
$215K - $254K
|
2.72K
$241K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.74KNew |
$296K - $349K
|
3.74K
$331K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$7.91K - $9.34K
|
100
$8.86K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7.96K+ 45.72% |
$629K - $743K
|
25.4K
$2.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.14K+ 118.07% |
$248K - $293K
|
5.79K
$513K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$201K - $238K
|
2.54K
$225K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.77K- 29.86% |
$219K - $259K
|
6.5K
$576K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$202K - $239K
|
2.56K
$226K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
100New |
$7.91K - $9.34K
|
100
$8.86K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1KNew |
$79.2K - $93.5K
|
1K
$88.6K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
5.5KNew |
$435K - $513K
|
5.5K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$3.06M - $3.61M
|
38.7K
$3.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 77.19% |
$864K - $1.02M
|
25.1K
$2.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-500- 16.67% |
$39.5K - $46.7K
|
2.5K
$221K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
573New |
$45.3K - $53.5K
|
573
$50.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300New |
$23.7K - $28K
|
300
$26.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
583+ 9.17% |
$46.1K - $54.4K
|
6.94K
$615K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$181K - $214K
|
2.29K
$203K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
130+ 4.01% |
$10.3K - $12.1K
|
3.37K
$299K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-142- 29.1% |
$11.2K - $13.3K
|
346
$30.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-158- 2.14% |
$12.5K - $14.8K
|
7.22K
$639K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.27KNew |
$654K - $772K
|
8.27K
$732K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.85M - $2.18M
|
23.4K
$2.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.4KNew |
$348K - $411K
|
4.4K
$389K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.44KNew |
$272K - $321K
|
3.44K
$304K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.22K+ 12.11% |
$96.6K - $114K
|
11.3K
$1M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
546+ 6.08% |
$43.2K - $51K
|
9.52K
$843K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.4KNew |
$1.22M - $1.44M
|
15.4K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.65KNew |
$447K - $527K
|
5.65K
$500K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-572- 76.06% |
$45.2K - $53.4K
|
180
$15.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
800New |
$63.3K - $74.7K
|
800
$70.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
581New |
$46K - $54.2K
|
581
$51.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
971New |
$76.8K - $90.7K
|
971
$86K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
2.45KNew |
$193K - $228K
|
2.45K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$178K - $211K
|
2.26K
$200K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3.05KNew |
$241K - $285K
|
3.05K
$270K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.7KNew |
$372K - $439K
|
4.7K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.61M - $1.9M
|
20.3K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-231- 5.15% |
$18.3K - $21.6K
|
4.26K
$377K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-180K- 93.7% |
$13.8M - $15.7M
|
12.1K
$1.07M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.55% |
$536 - $611
|
1.26K
$112K
|
|
|
Nov 14, 2023
Q2 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21.9K+ 280.05% |
$1.68M - $1.91M
|
29.7K
$2.63M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
200New |
$15.3K - $17.4K
|
200
$17.7K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.49KNew |
$344K - $391K
|
4.49K
$397K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
108New |
$8.27K - $9.42K
|
108
$9.56K
|
|