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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
PUT |
1MNew |
$76.1M - $94.1M
|
1M
$85.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
BUY
|
PUT |
1.8MNew |
$137M - $169M
|
1.8M
$154M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-650- 27.32% |
$49.5K - $61.2K
|
1.73K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Diameter Capital Partners LP
New York, NY |
BUY
|
PUT |
500KNew |
$38M - $47M
|
500K
$42.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hitchwood Capital Management LP
New York, NY |
BUY
|
- |
70KNew |
$5.33M - $6.59M
|
70K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
PUT |
750KNew |
$57.1M - $70.6M
|
750K
$64M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.89KNew |
$372K - $460K
|
4.89K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-41.8K- 18.14% |
$3.18M - $3.93M
|
189K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
134New |
$10.2K - $12.6K
|
134
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
PUT |
1.2KNew |
$91.3K - $113K
|
1.2K
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$84.5K - $105K
|
1.11K
$94.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-6.07M- 98.86% |
$462M - $571M
|
70.2K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
543+ 2.54% |
$41.3K - $51.1K
|
21.9K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-427- 3.71% |
$32.5K - $40.2K
|
11.1K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.86KNew |
$141K - $175K
|
1.86K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
4.91KNew |
$374K - $462K
|
4.91K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
397New |
$30.2K - $37.3K
|
397
$33.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
721+ 19.89% |
$54.9K - $67.8K
|
4.35K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-45- 0.53% |
$3.42K - $4.23K
|
8.4K
$717K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
PUT |
-27.5K- 28.44% |
$2.09M - $2.59M
|
69.2K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.18K+ 181.29% |
$318K - $393K
|
6.48K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$38K - $47K
|
500
$42.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
17.2KNew |
$1.31M - $1.62M
|
17.2K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 1.05% |
$1.98K - $2.45K
|
2.51K
$214K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.76KNew |
$210K - $260K
|
2.76K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$202K - $249K
|
2.65K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
PUT |
2.5KNew |
$190K - $235K
|
2.5K
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.92K- 36.19% |
$299K - $369K
|
6.92K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.54K- 19.12% |
$117K - $145K
|
6.52K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-9.79K- 14.87% |
$745K - $921K
|
56.1K
$4.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
13KNew |
$989K - $1.22M
|
13K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Maplelane Capital, LLC
New York, NY |
BUY
|
CALL |
278KNew |
$21.1M - $26.1M
|
278K
$23.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.2KNew |
$243K - $301K
|
3.2K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
64.9KNew |
$4.94M - $6.11M
|
64.9K
$5.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.93KNew |
$223K - $275K
|
2.93K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$176K - $217K
|
2.31K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.05KNew |
$232K - $287K
|
3.05K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.87KNew |
$446K - $552K
|
5.87K
$501K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
94New |
$7.15K - $8.84K
|
94
$8.03K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
677+ 7.0% |
$51.5K - $63.7K
|
10.3K
$884K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-1K- 2.18% |
$76.1K - $94.1K
|
44.9K
$3.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23New |
$1.75K - $2.16K
|
23
$1.96K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14.4KNew |
$1.09M - $1.35M
|
14.4K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-441- 10.28% |
$33.6K - $41.5K
|
3.85K
$329K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
522+ 2.16% |
$39.7K - $49.1K
|
24.7K
$2.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6.19KNew |
$471K - $582K
|
6.19K
$529K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
27KNew |
$2.05M - $2.54M
|
27K
$2.31M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1New |
$76.1 - $94.1
|
1
$85.4
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
200New |
$15.2K - $18.8K
|
200
$17.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-94.7KClosed |
$7.21M - $8.91M
|
0
$0
|