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 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
202+ 2.72% |
$15.5K - $17.6K
|
7.64K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
121K+ 80.66% |
$9.24M - $10.5M
|
270K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
60KNew |
$4.6M - $5.23M
|
60K
$5.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
40.7KNew |
$3.12M - $3.55M
|
40.7K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 2.9% |
$6.59K - $7.5K
|
2.88K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
8K+ 66.67% |
$613K - $698K
|
20K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.55K+ 123.8% |
$118K - $135K
|
2.79K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 12.03% |
$103K - $117K
|
9.8K
$837K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$76.6 - $87.2
|
1
$85.4
|
|
|
Aug 11, 2023
Q2 2023
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-6.31K- 5.09% |
$484K - $551K
|
118K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
PUT |
6.4KNew |
$490K - $558K
|
6.4K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
CALL |
62.5KNew |
$4.79M - $5.45M
|
62.5K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
CALL |
-10K- 25.0% |
$766K - $872K
|
30K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
22.2K+ 329.48% |
$1.7M - $1.94M
|
28.9K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.72K- 39.03% |
$362K - $412K
|
7.38K
$630K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
925New |
$70.8K - $80.7K
|
925
$79K
|
|
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
400KNew |
$30.6M - $34.9M
|
400K
$34.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.07K+ 184.86% |
$311K - $355K
|
6.27K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
516+ 40.12% |
$39.5K - $45K
|
1.8K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$460 - $523
|
9.54K
$815K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-737- 0.47% |
$56.4K - $64.3K
|
158K
$13.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-296- 6.59% |
$22.7K - $25.8K
|
4.2K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.71K- 66.55% |
$207K - $236K
|
1.36K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
10.7K+ 221.6% |
$818K - $932K
|
15.5K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
944New |
$72.3K - $82.3K
|
944
$80.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
137+ 10.22% |
$10.5K - $12K
|
1.48K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-6.11K- 56.45% |
$468K - $533K
|
4.71K
$402K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
280New |
$21.4K - $24.4K
|
280
$23.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
261New |
$20K - $22.8K
|
261
$22.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27+ 1.13% |
$2.07K - $2.36K
|
2.41K
$206K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.78K- 24.97% |
$596K - $679K
|
23.4K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-169K- 36.81% |
$12.9M - $14.7M
|
290K
$24.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.6KNew |
$199K - $227K
|
2.6K
$222K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
PUT |
4.5K+ 26.01% |
$345K - $393K
|
21.8K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-990K- 96.64% |
$75.8M - $86.4M
|
34.4K
$2.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-190- 61.29% |
$14.6K - $16.6K
|
120
$10.2K
|
|
|
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
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.85% |
$230 - $262
|
358
$30.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26.4K+ 11478.26% |
$2.02M - $2.3M
|
26.6K
$2.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.5KNew |
$1.42M - $1.62M
|
18.5K
$1.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.77K- 35.94% |
$442K - $503K
|
10.3K
$877K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-120- 4.0% |
$9.19K - $10.5K
|
2.88K
$246K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-27.5K- 16.62% |
$2.1M - $2.4M
|
138K
$11.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$268K - $305K
|
3.5K
$299K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
CALL |
-58.8K- 63.36% |
$4.5M - $5.13M
|
34K
$2.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.82KNew |
$216K - $246K
|
2.82K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$136K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-851- 24.89% |
$65.2K - $74.2K
|
2.57K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.28% |
$613 - $698
|
2.91K
$248K
|