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 04, 2023
Q2 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-169K- 36.81% |
$12.9M - $14.7M
|
290K
$25.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.6KNew |
$199K - $227K
|
2.6K
$230K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
PUT |
4.5K+ 26.01% |
$345K - $393K
|
21.8K
$1.93M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-990K- 96.64% |
$75.8M - $86.4M
|
34.4K
$3.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-190- 61.29% |
$14.6K - $16.6K
|
120
$10.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-364- 1.53% |
$27.9K - $31.8K
|
23.4K
$2.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.85% |
$230 - $262
|
358
$31.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26.4K+ 11478.26% |
$2.02M - $2.3M
|
26.6K
$2.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.5KNew |
$1.42M - $1.62M
|
18.5K
$1.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.77K- 35.94% |
$442K - $503K
|
10.3K
$910K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-120- 4.0% |
$9.19K - $10.5K
|
2.88K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.62% |
$2.1M - $2.4M
|
138K
$12.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$268K - $305K
|
3.5K
$310K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
CALL |
-58.8K- 63.36% |
$4.5M - $5.13M
|
34K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.82KNew |
$216K - $246K
|
2.82K
$249K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$142K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-851- 24.89% |
$65.2K - $74.2K
|
2.57K
$227K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.28% |
$613 - $698
|
2.91K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.97% |
$76.6 - $87.2
|
104
$9.21K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.93K- 3.51% |
$148K - $168K
|
53K
$4.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
108New |
$8.27K - $9.42K
|
108
$9.56K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-655- 10.49% |
$50.2K - $57.1K
|
5.59K
$495K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.3KNew |
$252K - $288K
|
3.3K
$292K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-95- 0.57% |
$7.28K - $8.29K
|
16.6K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-166- 11.92% |
$12.7K - $14.5K
|
1.23K
$109K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$349K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.29% |
$3.14K - $3.58K
|
3.13K
$277K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$349K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
370K+ 3479.91% |
$28.3M - $32.3M
|
381K
$33.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-23- 0.53% |
$1.76K - $2.01K
|
4.3K
$381K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-327- 46.45% |
$25K - $28.5K
|
377
$33.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 8.9% |
$28.1K - $32K
|
3.76K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
520New |
$39.8K - $45.4K
|
520
$46.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$76.6 - $87.2
|
4.29K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.81K- 51.27% |
$215K - $245K
|
2.67K
$236K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-554- 9.54% |
$42.4K - $48.3K
|
5.26K
$465K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$76.6 - $87.2
|
641
$56.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-318- 8.33% |
$24.4K - $27.7K
|
3.5K
$310K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
277+ 2.27% |
$21.2K - $24.2K
|
12.5K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.18KNew |
$320K - $365K
|
4.18K
$370K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.78KNew |
$290K - $330K
|
3.78K
$335K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-111K- 44.5% |
$8.48M - $9.66M
|
138K
$12.2M
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
145+ 4.97% |
$11.2K - $13.5K
|
3.06K
$271K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.28KClosed |
$483K - $584K
|
0
$0
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-822- 19.73% |
$63.3K - $76.5K
|
3.34K
$296K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.6KClosed |
$200K - $242K
|
0
$0
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
8.19KNew |
$630K - $763K
|
8.19K
$725K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
4.63KNew |
$356K - $431K
|
4.63K
$410K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 1127.27% |
$9.54K - $11.5K
|
135
$12K
|
|