Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
250New |
$20K - $23.6K
|
250
$24.3K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
203+ 47.1% |
$16.2K - $19.2K
|
634
$61.7K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
154+ 3.57% |
$12.3K - $14.5K
|
4.47K
$435K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
113+ 56.78% |
$9.03K - $10.7K
|
312
$30.3K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
101+ 18.43% |
$8.07K - $9.54K
|
649
$63.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$5.99K - $7.08K
|
75
$7.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
75+ 1.17% |
$5.99K - $7.08K
|
6.5K
$632K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.69% |
$3.28K - $3.87K
|
5.99K
$583K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
35+ 2.66% |
$2.8K - $3.3K
|
1.35K
$132K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
27New |
$2.16K - $2.55K
|
27
$2.63K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.26% |
$879 - $1.04K
|
4.25K
$413K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 33.33% |
$400 - $472
|
20
$1.95K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.83% |
$160 - $189
|
244
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$160 - $189
|
2.5K
$243K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.0% |
$79.9 - $94.4
|
51
$4.96K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.7% |
$79.9 - $94.4
|
38
$3.7K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.29MNew |
$105M - $119M
|
1.29M
$125M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
194K+ 3289.83% |
$15.8M - $17.8M
|
200K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.4KNew |
$6.86M - $7.77M
|
84.4K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
75.7K+ 25.95% |
$6.15M - $6.96M
|
367K
$35.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
62.1KNew |
$5.04M - $5.71M
|
62.1K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
58.7K+ 133.11% |
$4.77M - $5.4M
|
103K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
52.3KNew |
$4.25M - $4.81M
|
52.3K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
49.7K+ 382.16% |
$4.04M - $4.57M
|
62.7K
$6.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
44.5KNew |
$3.61M - $4.09M
|
44.5K
$4.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$3.21M - $3.64M
|
39.5K
$3.84M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
37.5KNew |
$3.05M - $3.45M
|
37.5K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
37.2KNew |
$3.02M - $3.42M
|
37.2K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30KNew |
$2.44M - $2.76M
|
30K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.92M - $2.18M
|
23.7K
$2.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.1K+ 837.76% |
$1.79M - $2.03M
|
24.7K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
21.3K+ 21.25% |
$1.73M - $1.95M
|
121K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.2KNew |
$1.56M - $1.77M
|
19.2K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
18.9KNew |
$1.53M - $1.74M
|
18.9K
$1.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
18.1KNew |
$1.47M - $1.66M
|
18.1K
$1.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
15.1KNew |
$1.22M - $1.39M
|
15.1K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.9KNew |
$1.13M - $1.28M
|
13.9K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
13.1K+ 297.73% |
$1.06M - $1.2M
|
17.5K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9KNew |
$966K - $1.09M
|
11.9K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
10.1K+ 6.9% |
$821K - $930K
|
157K
$15.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
10KNew |
$812K - $920K
|
10K
$973K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
7.55KNew |
$613K - $694K
|
7.55K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.37K+ 33.28% |
$598K - $677K
|
29.5K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
6.83KNew |
$555K - $628K
|
6.83K
$665K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.62K+ 188.61% |
$538K - $609K
|
10.1K
$986K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
6.42KNew |
$522K - $591K
|
6.42K
$625K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.34KNew |
$515K - $583K
|
6.34K
$617K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5.72K+ 12.13% |
$464K - $526K
|
52.8K
$5.14M
|
|