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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$201K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
470+ 3.03% |
$37.6K - $44.4K
|
16K
$1.37M
|
|
| Q4 2023 | |||||||
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
52.2KNew |
$4.24M - $4.8M
|
52.2K
$4.46M
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
340New |
$27.6K - $31.3K
|
340
$29K
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.45KClosed |
$199K - $225K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-27KClosed |
$2.19M - $2.48M
|
0
$0
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
37.5KNew |
$3.05M - $3.45M
|
37.5K
$3.2M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1KNew |
$81.2K - $92K
|
1K
$85.4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-149- 78.42% |
$12.1K - $13.7K
|
41
$3.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
748New |
$60.7K - $68.8K
|
748
$63.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
125New |
$10.2K - $11.5K
|
125
$10.7K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-107- 31.1% |
$8.69K - $9.84K
|
237
$20.2K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.9K- 57.24% |
$1.05M - $1.19M
|
9.63K
$822K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
425New |
$34.5K - $39.1K
|
425
$36.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
314New |
$25.5K - $28.9K
|
314
$26.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.7K - $25.7K
|
280
$23.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
51New |
$4.14K - $4.69K
|
51
$4.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
- |
-5K- 50.0% |
$406K - $460K
|
5K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
500+ 66.67% |
$40.6K - $46K
|
1.25K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30KNew |
$2.44M - $2.76M
|
30K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
21.3K+ 21.25% |
$1.73M - $1.95M
|
121K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
58.7K+ 133.11% |
$4.77M - $5.4M
|
103K
$8.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.92M - $2.18M
|
23.7K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-568- 49.09% |
$46.1K - $52.2K
|
589
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-275- 34.59% |
$22.3K - $25.3K
|
520
$44.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
37.2KNew |
$3.02M - $3.42M
|
37.2K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
49.7K+ 382.16% |
$4.04M - $4.57M
|
62.7K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
6.83KNew |
$555K - $628K
|
6.83K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 43.7% |
$153K - $173K
|
2.42K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.9KNew |
$1.13M - $1.28M
|
13.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
13.1K+ 297.73% |
$1.06M - $1.2M
|
17.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.51KNew |
$123K - $139K
|
1.51K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$219K - $248K
|
2.69K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-689- 11.41% |
$55.9K - $63.4K
|
5.35K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
62.1KNew |
$5.04M - $5.71M
|
62.1K
$5.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9KNew |
$966K - $1.09M
|
11.9K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-10K- 77.44% |
$812K - $920K
|
2.91K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.34KNew |
$515K - $583K
|
6.34K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
472New |
$38.3K - $43.4K
|
472
$40.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.29MNew |
$105M - $119M
|
1.29M
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
310New |
$25.2K - $28.5K
|
310
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$17.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
44.5KNew |
$3.61M - $4.09M
|
44.5K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.6KNew |
$374K - $423K
|
4.6K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3K+ 93.75% |
$244K - $276K
|
6.2K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21M- 97.96% |
$97.9M - $111M
|
25.1K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-197- 4.44% |
$16K - $18.1K
|
4.24K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.4KNew |
$6.86M - $7.77M
|
84.4K
$7.21M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.39KNew |
$194K - $219K
|
2.39K
$204K
|
|