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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-284Closed |
$7.84K - $13.3K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Bremer Bank National Association
|
SELL
|
- |
-72KClosed |
$1.99M - $3.37M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-3Closed |
$82.9 - $141
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Professional Advisory Services Inc
|
SELL
|
- |
-235KClosed |
$6.49M - $11M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Qvr LLC
|
SELL
|
- |
-999Closed |
$27.6K - $46.8K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Qvr LLC
|
SELL
|
PUT |
-1KClosed |
$27.6K - $46.9K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-47.3KClosed |
$1.31M - $2.22M
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Lantz Financial LLC
|
SELL
|
- |
-7.07KClosed |
$195K - $331K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Starr International CO Inc
Zug, V8 |
SELL
|
- |
-26.4KClosed |
$730K - $1.24M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Fcf Advisors LLC
|
SELL
|
- |
-41.3KClosed |
$1.14M - $1.93M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Oct 23, 2020
Q1 2020
|
Af Advisors, Inc.
|
SELL
|
- |
-3.79KClosed |
$89.3K - $231K
|
0
$0
|
|
|
Jun 01, 2020
Q1 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-27.8KClosed |
$655K - $1.69M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8.91KClosed |
$210K - $542K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-600Closed |
$14.1K - $36.5K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-76.9KClosed |
$1.81M - $4.68M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.89KClosed |
$139K - $359K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-211KClosed |
$4.97M - $12.8M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-6.6KClosed |
$156K - $402K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-26.7KClosed |
$630K - $1.63M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-31.3KClosed |
$737K - $1.9M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-29.7KClosed |
$700K - $1.81M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-12.9KClosed |
$304K - $786K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
11KNew |
$259K - $670K
|
11K
$1.03M
|
|
|
May 13, 2020
Q1 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.04KClosed |
$119K - $307K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Asia Research & Capital Management LTD
Hong Kong, K3 |
SELL
|
- |
-324KClosed |
$7.64M - $19.7M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Gam Holding Ag
|
SELL
|
- |
-46.9KClosed |
$1.1M - $2.85M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
PUT |
-40Closed |
$943 - $2.43K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Schf (Gpe), LLC
Wilson, WY |
SELL
|
- |
-662KClosed |
$15.6M - $40.3M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-5.22KClosed |
$123K - $318K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.93KClosed |
$116K - $300K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Chase Investment Counsel Corp
|
SELL
|
- |
-4.29KClosed |
$101K - $261K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens & Northern Corp
|
SELL
|
- |
-15.1KClosed |
$356K - $920K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-6.05KClosed |
$143K - $368K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
SELL
|
- |
-37.8KClosed |
$890K - $2.3M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-175Closed |
$4.12K - $10.7K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.52KClosed |
$154K - $397K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Hamel Associates, Inc.
|
SELL
|
- |
-51.5KClosed |
$1.21M - $3.13M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Compton Capital Management Inc
|
SELL
|
- |
-4.4KClosed |
$104K - $268K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.1KClosed |
$25.9K - $66.8K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Aspiriant, LLC
|
SELL
|
- |
-5.25KClosed |
$124K - $319K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.66KClosed |
$110K - $284K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-3.33KClosed |
$78.6K - $203K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$294K - $760K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-2.25KClosed |
$53K - $137K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.9KClosed |
$139K - $359K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Ninepoint Partners LP
|
SELL
|
- |
-2.2KClosed |
$51.8K - $134K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-20.7KClosed |
$488K - $1.26M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Coho Partners, Ltd.
|
SELL
|
- |
-41.4KClosed |
$975K - $2.52M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.38KClosed |
$127K - $327K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Ledyard National Bank
|
SELL
|
- |
-5.83KClosed |
$138K - $355K
|
0
$0
|
|