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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-81K- 9.86% |
$6.75M - $7.88M
|
741K
$68.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
523+ 15.82% |
$43.6K - $50.9K
|
3.83K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
888+ 89.61% |
$74K - $86.4K
|
1.88K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-245- 2.95% |
$20.4K - $23.8K
|
8.05K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
16.5K+ 72.05% |
$1.37M - $1.6M
|
39.4K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.27K+ 7.54% |
$439K - $513K
|
75.2K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-9- 0.59% |
$750 - $875
|
1.52K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 27.07% |
$1.12M - $1.31M
|
36.2K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
400K+ 42.11% |
$33.3M - $38.9M
|
1.35M
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2KNew |
$1.1M - $1.29M
|
13.2K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
95.4K+ 16.78% |
$7.95M - $9.28M
|
664K
$61.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.09K- 4.59% |
$90.9K - $106K
|
22.7K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.37K- 26.89% |
$114K - $133K
|
3.71K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 4.22% |
$878K - $1.03M
|
239K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-218- 0.3% |
$18.2K - $21.2K
|
73.6K
$6.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-478- 7.44% |
$39.8K - $46.5K
|
5.95K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.74K- 0.72% |
$728K - $850K
|
1.21M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.22K+ 72.01% |
$185K - $216K
|
5.3K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
369K+ 265.82% |
$30.7M - $35.9M
|
508K
$47.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.4K+ 1067.33% |
$2.53M - $2.96M
|
33.2K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.74K- 3.59% |
$145K - $169K
|
46.8K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-421- 5.62% |
$35.1K - $41K
|
7.08K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.5K- 3.27% |
$125K - $145K
|
44.2K
$4.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-133K- 22.4% |
$11.1M - $12.9M
|
460K
$42.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-557- 3.8% |
$46.4K - $54.2K
|
14.1K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.5KNew |
$292K - $341K
|
3.5K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1+ 0.04% |
$83.3 - $97.3
|
2.43K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-70- 2.22% |
$5.83K - $6.81K
|
3.09K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
920+ 2.42% |
$76.7K - $89.5K
|
39K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.2KNew |
$99.8K - $117K
|
1.2K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.18KNew |
$98.3K - $115K
|
1.18K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$107K - $125K
|
1.28K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.24KNew |
$520K - $607K
|
6.24K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5.37KNew |
$447K - $522K
|
5.37K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$5.16M - $6.02M
|
61.9K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
539KNew |
$44.9M - $52.4M
|
539K
$50.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$25K - $29.2K
|
300
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.24K- 13.61% |
$104K - $121K
|
7.89K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-383- 5.53% |
$31.9K - $37.3K
|
6.55K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-8.45K- 4.59% |
$704K - $822K
|
176K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.3K- 46.86% |
$2.1M - $2.46M
|
28.6K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.89K+ 0.88% |
$407K - $476K
|
560K
$52M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.5K- 24.06% |
$1.29M - $1.51M
|
49K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-20K- 39.62% |
$1.67M - $1.95M
|
30.5K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-36.2K- 3.81% |
$3.02M - $3.52M
|
915K
$85M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
CALL |
-1.5K- 27.78% |
$125K - $146K
|
3.9K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-48- 1.7% |
$4K - $4.67K
|
2.77K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16.9K- 91.95% |
$1.41M - $1.64M
|
1.48K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.17K- 7.17% |
$347K - $406K
|
54K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.14K
$663K
|