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 12, 2022
Q2 2022
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
64.7KNew |
$4.57M - $5.97M
|
64.7K
$6.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-89- 89.0% |
$6.29K - $8.21K
|
11
$1.03K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-2.73KClosed |
$193K - $252K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-700- 12.64% |
$49.5K - $64.6K
|
4.84K
$455K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-5.42KClosed |
$383K - $500K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-11.5KClosed |
$810K - $1.06M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.76KClosed |
$195K - $254K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-1.35K- 24.49% |
$95.6K - $125K
|
4.17K
$392K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.01K+ 521.84% |
$213K - $278K
|
3.59K
$337K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
673+ 24.76% |
$47.6K - $62.1K
|
3.39K
$319K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$1.43M - $1.86M
|
20.2K
$1.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
2.26KNew |
$160K - $209K
|
2.26K
$212K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-11Closed |
$777 - $1.02K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-14Closed |
$989 - $1.29K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
3.19KNew |
$225K - $294K
|
3.19K
$300K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
300New |
$21.2K - $27.7K
|
300
$28.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
500+ 7.71% |
$35.3K - $46.1K
|
6.99K
$656K
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
SELL
|
PUT |
-51.6K- 48.5% |
$3.65M - $4.76M
|
54.8K
$5.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
100KNew |
$7.07M - $9.23M
|
100K
$9.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.76K+ 13.97% |
$125K - $163K
|
14.4K
$1.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-20KClosed |
$1.41M - $1.85M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-300KClosed |
$21.2M - $27.7M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-98- 5.76% |
$6.92K - $9.04K
|
1.6K
$151K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-150Closed |
$10.6K - $13.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.03KNew |
$214K - $280K
|
3.03K
$285K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-115- 3.51% |
$8.13K - $10.6K
|
3.16K
$297K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$848 - $1.11K
|
12
$1.13K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-285- 47.82% |
$20.1K - $26.3K
|
311
$29.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 79.12% |
$714K - $932K
|
2.67K
$250K
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-800KClosed |
$56.5M - $73.8M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.38K- 23.27% |
$97.5K - $127K
|
4.55K
$428K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.7K- 17.41% |
$191K - $250K
|
12.8K
$1.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
4KNew |
$283K - $369K
|
4K
$376K
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-61.2KClosed |
$4.32M - $5.65M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98Closed |
$6.92K - $9.04K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19KClosed |
$1.35M - $1.76M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
217New |
$15.3K - $20K
|
217
$20.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20.2KClosed |
$1.43M - $1.86M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-47.3KClosed |
$3.34M - $4.36M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-32Closed |
$2.26K - $2.95K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.3KNew |
$586K - $766K
|
8.3K
$780K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.97KNew |
$351K - $459K
|
4.97K
$467K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.33K- 24.06% |
$165K - $215K
|
7.35K
$691K
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
4.34KNew |
$307K - $401K
|
4.34K
$408K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-11.3KClosed |
$799K - $1.04M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$821K - $1.07M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.64KClosed |
$116K - $151K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
6.14K+ 31.26% |
$434K - $567K
|
25.8K
$2.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-257Closed |
$18.2K - $23.7K
|
0
$0
|