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 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-123- 23.52% |
$9.36K - $11.6K
|
400
$35.9K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-625- 11.27% |
$47.6K - $58.8K
|
4.92K
$442K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
246New |
$18.7K - $23.1K
|
246
$22.1K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
12.6KNew |
$956K - $1.18M
|
12.6K
$1.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
24.9KNew |
$1.9M - $2.35M
|
24.9K
$2.24M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.34KNew |
$635K - $785K
|
8.34K
$749K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
240New |
$18.3K - $22.6K
|
240
$21.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$180K - $222K
|
2.36K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
57K+ 359.93% |
$4.34M - $5.37M
|
72.9K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
24KNew |
$1.83M - $2.26M
|
24K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
4.34K+ 108.68% |
$331K - $409K
|
8.34K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
91KNew |
$6.92M - $8.56M
|
91K
$8.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 10.55% |
$102K - $126K
|
11.4K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$178K - $221K
|
2.35K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.12K- 3.74% |
$238K - $294K
|
80.3K
$7.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.13K+ 16.94% |
$314K - $388K
|
28.5K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
400New |
$30.4K - $37.6K
|
400
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.01M - $1.25M
|
13.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
343KNew |
$26.1M - $32.2M
|
343K
$30.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.81K- 33.33% |
$594K - $735K
|
15.6K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
15KNew |
$1.14M - $1.41M
|
15K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Albar Capital LTD
London, X0 |
BUY
|
- |
46.3KNew |
$3.52M - $4.35M
|
46.3K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.77KNew |
$439K - $543K
|
5.77K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Canyon Capital Advisors LLC
Dallas, TX |
SELL
|
PUT |
-8.1K- 21.09% |
$616K - $762K
|
30.3K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
25KNew |
$1.9M - $2.35M
|
25K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-5.9K- 45.47% |
$449K - $555K
|
7.08K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
PUT |
1MNew |
$76.1M - $94.1M
|
1M
$89.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.8MNew |
$137M - $169M
|
1.8M
$162M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-650- 27.32% |
$49.5K - $61.2K
|
1.73K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
500KNew |
$38M - $47M
|
500K
$44.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hitchwood Capital Management LP
New York, NY |
BUY
|
- |
70KNew |
$5.33M - $6.59M
|
70K
$6.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
PUT |
750KNew |
$57.1M - $70.6M
|
750K
$67.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.89KNew |
$372K - $460K
|
4.89K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41.8K- 18.14% |
$3.18M - $3.93M
|
189K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
134New |
$10.2K - $12.6K
|
134
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
PUT |
1.2KNew |
$91.3K - $113K
|
1.2K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$84.5K - $105K
|
1.11K
$99.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.07M- 98.86% |
$462M - $571M
|
70.2K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
543+ 2.54% |
$41.3K - $51.1K
|
21.9K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.95KNew |
$148K - $183K
|
1.95K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-427- 3.71% |
$32.5K - $40.2K
|
11.1K
$994K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.86KNew |
$141K - $175K
|
1.86K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.91KNew |
$374K - $462K
|
4.91K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
397New |
$30.2K - $37.3K
|
397
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
721+ 19.89% |
$54.9K - $67.8K
|
4.35K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-45- 0.53% |
$3.42K - $4.23K
|
8.4K
$754K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
PUT |
-27.5K- 28.44% |
$2.09M - $2.59M
|
69.2K
$6.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.18K+ 181.29% |
$318K - $393K
|
6.48K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$38K - $47K
|
500
$44.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
17.2KNew |
$1.31M - $1.62M
|
17.2K
$1.54M
|