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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.5KNew |
$236K - $294K
|
3.5K
$299K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.94K - $7.4K
|
88
$7.51K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.95KNew |
$199K - $248K
|
2.95K
$252K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
14.2KNew |
$959K - $1.2M
|
14.2K
$1.21M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.29KNew |
$222K - $276K
|
3.29K
$281K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
170+ 3.5% |
$11.5K - $14.3K
|
5.03K
$429K
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-80- 6.9% |
$5.4K - $6.73K
|
1.08K
$92.2K
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
159KNew |
$10.8M - $13.4M
|
159K
$13.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
PUT |
-14.4K- 72.36% |
$972K - $1.21M
|
5.5K
$470K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.92KNew |
$265K - $330K
|
3.92K
$335K
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
191+ 4.01% |
$12.9K - $16.1K
|
4.96K
$423K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-330- 2.28% |
$22.3K - $27.7K
|
14.1K
$1.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-6.85K- 67.06% |
$463K - $576K
|
3.37K
$287K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-555- 2.59% |
$37.5K - $46.7K
|
20.9K
$1.78M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-7.6K- 96.77% |
$513K - $639K
|
254
$21.7K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-11.6K- 47.09% |
$780K - $972K
|
13K
$1.11M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.1% |
$70.7 - $92.3
|
1.05K
$89.7K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-39- 0.52% |
$2.76K - $3.6K
|
7.44K
$635K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$1.06K - $1.38K
|
15
$1.28K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.67KClosed |
$118K - $154K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.03KNew |
$214K - $279K
|
3.03K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
6.33K+ 104.37% |
$447K - $584K
|
12.4K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.64KClosed |
$187K - $244K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
PUT |
-2KClosed |
$141K - $185K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
4.43KNew |
$313K - $408K
|
4.43K
$378K
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.92KNew |
$559K - $730K
|
7.92K
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$28.3M - $36.9M
|
400K
$34.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
BUY
|
PUT |
10KNew |
$707K - $923K
|
10K
$854K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
88+ 1.45% |
$6.22K - $8.12K
|
6.18K
$527K
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-174K- 92.12% |
$12.3M - $16.1M
|
14.9K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Plaisance Capital LLC
Denver, CO |
SELL
|
- |
-20.2KClosed |
$1.42M - $1.86M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
2.37KNew |
$167K - $219K
|
2.37K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
P Schoenfeld Asset Management LP
New York, NY |
BUY
|
PUT |
70KNew |
$4.95M - $6.46M
|
70K
$5.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-9.55K- 10.02% |
$675K - $882K
|
85.8K
$7.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-164KClosed |
$11.6M - $15.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-821KClosed |
$58M - $75.7M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$332K - $434K
|
4.7K
$401K
|
|
|
Aug 15, 2022
Q2 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
CALL |
-30KClosed |
$2.12M - $2.77M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
CALL |
500New |
$35.3K - $46.1K
|
500
$42.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
BUY
|
PUT |
100KNew |
$7.07M - $9.23M
|
100K
$8.54M
|
|
|
Aug 15, 2022
Q2 2022
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-695KClosed |
$49.1M - $64.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cadian Capital Management, LP
New York, NY |
SELL
|
- |
-121KClosed |
$8.55M - $11.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
83.2KNew |
$5.88M - $7.68M
|
83.2K
$7.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-240KClosed |
$17M - $22.2M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.9K- 33.9% |
$769K - $1M
|
21.2K
$1.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Flat Footed LLC
Wilson, WY |
SELL
|
PUT |
-439KClosed |
$31M - $40.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-5.16KClosed |
$364K - $476K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
34KNew |
$2.4M - $3.14M
|
34K
$2.9M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
126New |
$8.9K - $11.6K
|
126
$10.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Toms Capital Investment Management LP
New York, NY |
BUY
|
CALL |
1MNew |
$70.7M - $92.3M
|
1M
$85.4M
|
|