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 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-78Closed |
$4.46K - $6.14K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
200New |
$11.4K - $15.8K
|
200
$18.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-3.63KClosed |
$207K - $286K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-688Closed |
$39.4K - $54.2K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-4.32KClosed |
$247K - $340K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.63KNew |
$265K - $364K
|
4.63K
$435K
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$282K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$189K - $211K
|
3.57K
$335K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-311Closed |
$16.5K - $18.4K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
9.22KNew |
$489K - $546K
|
9.22K
$867K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
SELL
|
CALL |
-15KClosed |
$795K - $887K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1KNew |
$53K - $59.1K
|
1K
$94K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.28KClosed |
$67.7K - $75.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
131KNew |
$6.96M - $7.77M
|
131K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.7KNew |
$196K - $219K
|
3.7K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
CALL |
-500KClosed |
$26.5M - $29.6M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-150KClosed |
$7.94M - $8.86M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
16.5KNew |
$875K - $976K
|
16.5K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Soros Capital Management LLC
New York, NY |
SELL
|
CALL |
-13KClosed |
$689K - $769K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
300K+ 60.0% |
$15.9M - $17.7M
|
800K
$75.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-140Closed |
$7.42K - $8.28K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-5.14KClosed |
$272K - $304K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-8.75KClosed |
$464K - $517K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Key Square Capital Management LLC
Greenwich, CT |
SELL
|
- |
-57.1KClosed |
$3.03M - $3.38M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-20K- 25.0% |
$1.06M - $1.18M
|
60K
$5.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
188K+ 6.94% |
$9.96M - $11.1M
|
2.89M
$272M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200New |
$10.6K - $11.8K
|
200
$18.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-17.5K- 44.84% |
$926K - $1.03M
|
21.5K
$2.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
323New |
$17.1K - $19.1K
|
323
$30.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
32New |
$1.7K - $1.89K
|
32
$3.01K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-710Closed |
$37.6K - $42K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-634Closed |
$33.6K - $37.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
CALL |
-56.6KClosed |
$3M - $3.35M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
405New |
$21.5K - $24K
|
405
$38.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
100New |
$5.3K - $5.91K
|
100
$9.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$530K - $591K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-4.17KClosed |
$221K - $247K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-24KClosed |
$1.27M - $1.42M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.88KClosed |
$99.7K - $111K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-69.5KClosed |
$3.69M - $4.11M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-5.89KClosed |
$312K - $348K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$184K - $205K
|
3.47K
$326K
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-102KClosed |
$5.41M - $6.03M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.1KClosed |
$111K - $124K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-9.2KClosed |
$488K - $544K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Saltoro Capital, LP
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$95.4K - $106K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$53K - $59.1K
|
1K
$94K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-10.3KClosed |
$545K - $608K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-250KClosed |
$13.3M - $14.8M
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-20Closed |
$1.06K - $1.18K
|
0
$0
|
|