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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.92K+ 5.91% |
$154K - $181K
|
34.4K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.75K- 54.65% |
$219K - $259K
|
2.28K
$195K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
103KNew |
$8.23M - $9.73M
|
103K
$8.8M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.51K- 27.38% |
$121K - $143K
|
4.02K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.18K- 16.13% |
$254K - $300K
|
16.5K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-470- 81.03% |
$37.6K - $44.4K
|
110
$9.39K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
101+ 18.43% |
$8.07K - $9.54K
|
649
$55.4K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.8K+ 85.57% |
$463K - $547K
|
12.6K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.14KNew |
$171K - $202K
|
2.14K
$183K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
250New |
$20K - $23.6K
|
250
$21.3K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-226- 2.05% |
$18.1K - $21.3K
|
10.8K
$923K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
577+ 8.85% |
$46.1K - $54.5K
|
7.1K
$606K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-12- 7.41% |
$959 - $1.13K
|
150
$12.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.82K- 6.03% |
$305K - $360K
|
59.5K
$5.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.71KNew |
$217K - $256K
|
2.71K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.56KNew |
$204K - $241K
|
2.56K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-10.1K- 56.02% |
$803K - $949K
|
7.89K
$674K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.2K+ 11.28% |
$256K - $302K
|
31.6K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.91KNew |
$792K - $936K
|
9.91K
$846K
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
34.4KNew |
$2.75M - $3.25M
|
34.4K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$27.2K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.01K+ 19.65% |
$241K - $284K
|
18.3K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
7.95K+ 45.84% |
$635K - $750K
|
25.3K
$2.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-46- 29.87% |
$3.68K - $4.34K
|
108
$9.22K
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-100K- 90.91% |
$7.99M - $9.44M
|
10K
$854K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.11KNew |
$408K - $483K
|
5.11K
$436K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
10.2K+ 186.84% |
$815K - $963K
|
15.7K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.56K+ 47.42% |
$604K - $714K
|
23.5K
$2.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
10KNew |
$799K - $944K
|
10K
$854K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$43.3K - $51.2K
|
542
$46.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.18K+ 14.45% |
$414K - $489K
|
41K
$3.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.82K+ 12.17% |
$545K - $644K
|
62.9K
$5.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$5.99K - $7.08K
|
75
$6.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-230- 8.31% |
$18.4K - $21.7K
|
2.54K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8.21KNew |
$656K - $775K
|
8.21K
$701K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.83K- 10.74% |
$306K - $362K
|
31.9K
$2.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-215K- 79.31% |
$17.2M - $20.3M
|
56.1K
$4.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-20.7K- 99.98% |
$1.66M - $1.96M
|
5
$427
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$188K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-33.1K- 91.12% |
$2.64M - $3.12M
|
3.22K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.69% |
$3.28K - $3.87K
|
5.99K
$512K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 45.78% |
$329K - $388K
|
4.87K
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
536+ 8.91% |
$42.8K - $50.6K
|
6.55K
$560K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.26% |
$879 - $1.04K
|
4.25K
$363K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-166- 96.51% |
$13.3K - $15.7K
|
6
$512
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.62K+ 52.39% |
$289K - $342K
|
10.5K
$899K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.91KNew |
$232K - $275K
|
2.91K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37KNew |
$2.95M - $3.49M
|
37K
$3.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-380- 12.6% |
$30.4K - $35.9K
|
2.64K
$225K
|