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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-497- 1.54% |
$39.3K - $46.4K
|
31.9K
$2.88M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.77K- 50.0% |
$219K - $259K
|
2.77K
$251K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.86K- 37.8% |
$147K - $174K
|
3.07K
$277K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.74K+ 68.62% |
$138K - $163K
|
4.28K
$387K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2KNew |
$158K - $187K
|
2K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-67- 3.98% |
$5.3K - $6.26K
|
1.62K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
500+ 20.0% |
$39.5K - $46.7K
|
3K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-705- 21.73% |
$55.8K - $65.8K
|
2.54K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
20KNew |
$1.58M - $1.87M
|
20K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1MNew |
$79.1M - $93.4M
|
1M
$90.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-4.86K- 15.03% |
$384K - $454K
|
27.5K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.26KNew |
$337K - $398K
|
4.26K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Arctis Global LLC
San Juan, PR |
BUY
|
- |
115K+ 46.76% |
$9.08M - $10.7M
|
360K
$32.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
400KNew |
$31.6M - $37.3M
|
400K
$36.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.6K- 31.7% |
$680K - $803K
|
18.5K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.64KNew |
$288K - $340K
|
3.64K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
45.2K+ 941.67% |
$3.57M - $4.22M
|
50K
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-33.8K- 73.08% |
$2.67M - $3.16M
|
12.5K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.48KNew |
$354K - $418K
|
4.48K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.11M - $1.31M
|
14K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23K+ 249.62% |
$1.82M - $2.15M
|
32.3K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
56.5KNew |
$4.47M - $5.27M
|
56.5K
$5.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39KNew |
$3.08M - $3.64M
|
39K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21KNew |
$175K - $207K
|
2.21K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26New |
$2.06K - $2.43K
|
26
$2.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-230- 34.95% |
$18.2K - $21.5K
|
428
$38.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.06K+ 4.34% |
$83.9K - $99.1K
|
25.5K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.75% |
$2.61K - $3.08K
|
4.43K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
17KNew |
$1.35M - $1.59M
|
17K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5K+ 100.0% |
$395K - $467K
|
10K
$904K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
190KNew |
$15M - $17.7M
|
190K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-282KClosed |
$22.3M - $26.3M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
189+ 2.13% |
$14.9K - $17.6K
|
9.05K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
52KNew |
$4.11M - $4.85M
|
52K
$4.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.24KNew |
$177K - $209K
|
2.24K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-567- 40.67% |
$44.8K - $52.9K
|
827
$74.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15- 0.14% |
$1.19K - $1.4K
|
10.5K
$953K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
80+ 40.0% |
$6.33K - $7.47K
|
280
$25.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.8K- 6.63% |
$142K - $168K
|
25.3K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
27.9KNew |
$2.21M - $2.61M
|
27.9K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
13.9K+ 45.16% |
$1.1M - $1.3M
|
44.7K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 4.6% |
$31.6K - $37.3K
|
9.1K
$823K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.93KNew |
$706K - $833K
|
8.93K
$807K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.71KNew |
$214K - $253K
|
2.71K
$245K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4KNew |
$316K - $373K
|
4K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355K- 52.85% |
$28.1M - $33.2M
|
317K
$28.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-38- 9.55% |
$3.01K - $3.55K
|
360
$32.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 54.06% |
$1.14M - $1.35M
|
12.3K
$1.11M
|