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 13, 2020
Q1 2020
|
Arlington Partners LLC
|
SELL
|
- |
-61Closed |
$1.44K - $3.71K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-10.2KClosed |
$241K - $622K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-75.1KClosed |
$1.77M - $4.57M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$112K - $124K
|
2K
$171K
|
|
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-21.2KClosed |
$1.19M - $1.31M
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
190KNew |
$10.6M - $11.8M
|
190K
$16.2M
|
|
|
Feb 14, 2020
Q4 2019
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.65KClosed |
$148K - $164K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
- |
-30.6KClosed |
$1.71M - $1.9M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-67.4KClosed |
$3.77M - $4.18M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30KNew |
$1.68M - $1.86M
|
30K
$2.56M
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
72New |
$4.02K - $4.46K
|
72
$6.15K
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8+ 0.91% |
$447 - $496
|
883
$75.4K
|
|
|
Feb 12, 2020
Q4 2019
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-33.6KClosed |
$1.88M - $2.08M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-268Closed |
$15K - $16.6K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.46K- 7.48% |
$81.6K - $90.5K
|
18.1K
$1.54M
|
|
|
Feb 07, 2020
Q4 2019
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10KClosed |
$559K - $620K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Salomon & Ludwin, LLC
|
BUY
|
PUT |
500New |
$28K - $31K
|
500
$42.7K
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
72New |
$4.02K - $4.46K
|
72
$6.15K
|
|
|
Feb 04, 2020
Q4 2019
|
Gs Investments, Inc.
|
SELL
|
- |
-12Closed |
$671 - $744
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.76KClosed |
$210K - $233K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.25KClosed |
$69.9K - $77.5K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-250Closed |
$14K - $15.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 08, 2022
Q3 2019
|
Vpr Management LLC
Houston, TX |
SELL
|
- |
-2K- 20.0% |
$118K - $126K
|
8K
$683K
|
|
|
Nov 15, 2019
Q3 2019
|
Kellogg W K Foundation Trust
Chicago, IL |
SELL
|
- |
-367KClosed |
$21.7M - $23.2M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.12MClosed |
$185M - $197M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
CALL |
-250KClosed |
$14.8M - $15.8M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.25KClosed |
$133K - $142K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-6.49KClosed |
$384K - $410K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-321Closed |
$19K - $20.3K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
PUT |
-20KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Access Financial Services, Inc.
|
SELL
|
- |
-14.5KClosed |
$858K - $915K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
882New |
$52.2K - $55.7K
|
882
$75.3K
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
650New |
$38.5K - $41K
|
650
$55.5K
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3Closed |
$178 - $189
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-4.15KClosed |
$246K - $262K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-14.4KClosed |
$855K - $912K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-134Closed |
$7.93K - $8.46K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-179KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
500New |
N/A
|
500
$42.7K
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-1.6MClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Point State Capital LP
New York, NY |
SELL
|
- |
-25.1KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-977Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-3.03KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.49KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-629Closed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.03MClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-7.41KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-47Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Western Wealth Management, LLC
|
BUY
|
PUT |
800New |
N/A
|
800
$68.3K
|
|