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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.97% |
$76.6 - $87.2
|
104
$8.88K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.93K- 3.51% |
$148K - $168K
|
53K
$4.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-655- 10.49% |
$50.2K - $57.1K
|
5.59K
$477K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.3KNew |
$252K - $288K
|
3.3K
$281K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-95- 0.57% |
$7.28K - $8.29K
|
16.6K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-166- 11.92% |
$12.7K - $14.5K
|
1.23K
$105K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-41- 1.29% |
$3.14K - $3.58K
|
3.13K
$267K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
370K+ 3479.91% |
$28.3M - $32.3M
|
381K
$32.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-23- 0.53% |
$1.76K - $2.01K
|
4.3K
$367K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-327- 46.45% |
$25K - $28.5K
|
377
$32.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-367- 8.9% |
$28.1K - $32K
|
3.76K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
520New |
$39.8K - $45.4K
|
520
$44.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$76.6 - $87.2
|
4.29K
$366K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.81K- 51.27% |
$215K - $245K
|
2.67K
$228K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-554- 9.54% |
$42.4K - $48.3K
|
5.26K
$449K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$76.6 - $87.2
|
641
$54.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-318- 8.33% |
$24.4K - $27.7K
|
3.5K
$299K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
277+ 2.27% |
$21.2K - $24.2K
|
12.5K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.18KNew |
$320K - $365K
|
4.18K
$357K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.78KNew |
$290K - $330K
|
3.78K
$323K
|
|
| Q1 2023 | |||||||
|
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
$286K
|
|
|
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
$699K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
4.63KNew |
$356K - $431K
|
4.63K
$395K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
124+ 1127.27% |
$9.54K - $11.5K
|
135
$11.5K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
BUY
|
- |
2.41K+ 4.9% |
$185K - $224K
|
51.6K
$4.4M
|
|
|
May 16, 2023
Q1 2023
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
SELL
|
PUT |
-350K- 87.92% |
$26.9M - $32.6M
|
48.1K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
982+ 3.8% |
$75.6K - $91.4K
|
26.8K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-170K- 58.57% |
$13.1M - $15.8M
|
120K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
272+ 0.37% |
$20.9K - $25.3K
|
73.7K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
480KNew |
$36.9M - $44.7M
|
480K
$41M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
7KNew |
$539K - $652K
|
7K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Capital Management Company, LP
Waltham, MA |
BUY
|
- |
933K+ 266.91% |
$71.8M - $86.8M
|
1.28M
$109M
|
|
|
May 15, 2023
Q1 2023
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$770K - $931K
|
10K
$854K
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-60KClosed |
$4.62M - $5.59M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.29K- 6.69% |
$561K - $679K
|
102K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1.94K- 77.97% |
$149K - $181K
|
548
$46.8K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.57KNew |
$198K - $239K
|
2.57K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
58New |
$4.46K - $5.4K
|
58
$4.95K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 7.37% |
$15.4K - $18.6K
|
2.51K
$214K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$154K - $186K
|
2K
$171K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-250- 7.42% |
$19.2K - $23.3K
|
3.12K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500+ 100.0% |
$38.5K - $46.6K
|
1K
$85.4K
|
|
|
May 12, 2023
Q1 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
75KNew |
$5.77M - $6.98M
|
75K
$6.4M
|
|
|
May 12, 2023
Q1 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.09KNew |
$315K - $381K
|
4.09K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Trustees Of Dartmouth College
Hanover, NH |
SELL
|
- |
-334Closed |
$25.7K - $31.1K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-8.52K- 3.13% |
$656K - $794K
|
263K
$22.5M
|
|