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 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20.2KClosed |
$1.43M - $1.86M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-32Closed |
$2.26K - $2.95K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.97KNew |
$351K - $459K
|
4.97K
$425K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.33K- 24.06% |
$165K - $215K
|
7.35K
$628K
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
4.34KNew |
$307K - $401K
|
4.34K
$371K
|
|
|
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
$2.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-257Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
13.7KNew |
$965K - $1.26M
|
13.7K
$1.17M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.36K- 32.41% |
$96K - $125K
|
2.83K
$242K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.26K+ 2522.0% |
$89.1K - $116K
|
1.31K
$112K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
CALL |
500New |
$35.3K - $46.1K
|
500
$42.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5KClosed |
$353K - $461K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-275- 5.73% |
$19.4K - $25.4K
|
4.53K
$387K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.3K- 9.86% |
$92.1K - $120K
|
11.9K
$1.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-19.9K- 26.25% |
$1.41M - $1.84M
|
56K
$4.78M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.37% |
$72.1K - $94.1K
|
17K
$1.46M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.13K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.08KClosed |
$217K - $284K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-4.4KClosed |
$311K - $406K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-291Closed |
$20.6K - $26.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
869+ 31.42% |
$61.4K - $80.2K
|
3.64K
$311K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
1.25KNew |
$88K - $115K
|
1.25K
$106K
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.43KClosed |
$384K - $501K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
868New |
$61.3K - $80.1K
|
868
$74.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56Closed |
$3.96K - $5.17K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
13+ 1.37% |
$919 - $1.2K
|
964
$82.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-136KClosed |
$9.64M - $12.6M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
74New |
$5.23K - $6.83K
|
74
$6.32K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-18.4KClosed |
$1.3M - $1.7M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-40- 2.05% |
$2.83K - $3.69K
|
1.91K
$163K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.13K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-778Closed |
$55K - $71.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
3.14KNew |
$222K - $290K
|
3.14K
$268K
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-6.77KClosed |
$478K - $624K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.91KNew |
$347K - $453K
|
4.91K
$420K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-255Closed |
$18K - $23.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
67New |
$4.73K - $6.18K
|
67
$5.73K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-22.1K- 38.47% |
$1.56M - $2.04M
|
35.3K
$3.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
9.57K+ 9.33% |
$676K - $883K
|
112K
$9.58M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-2.9KClosed |
$205K - $267K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$91.5K - $120K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-59K- 98.73% |
$4.17M - $5.45M
|
762
$65.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
209+ 0.95% |
$14.8K - $19.3K
|
22.3K
$1.9M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
32.2KNew |
$2.28M - $2.97M
|
32.2K
$2.76M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3KNew |
$212K - $277K
|
3K
$256K
|
|
| Q1 2022 | |||||||
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
123KNew |
$7.02M - $9.66M
|
123K
$10.5M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
866New |
$49.6K - $68.2K
|
866
$74K
|
|