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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68+ 3.42% |
$5.52K - $6.25K
|
2.06K
$195K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
65+ 0.79% |
$5.28K - $5.98K
|
8.33K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.52K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.52K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
51New |
$4.14K - $4.69K
|
51
$4.85K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 0.87% |
$2.68K - $3.03K
|
3.83K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
29New |
$2.35K - $2.67K
|
29
$2.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
28New |
$2.27K - $2.57K
|
28
$2.66K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.71K - $1.93K
|
21
$2K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
13+ 3.69% |
$1.06K - $1.2K
|
365
$34.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$568 - $644
|
18.3K
$1.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.7% |
$325 - $368
|
572
$54.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1New |
$81.2 - $92
|
1
$95.1
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.06% |
$81.2 - $92
|
1.56K
$148K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
4.75MNew |
$376M - $444M
|
4.75M
$452M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1MNew |
$79.1M - $93.4M
|
1M
$95.1M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
675KNew |
$53.4M - $63M
|
675K
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
400KNew |
$31.6M - $37.3M
|
400K
$38M
|
|
|
Nov 14, 2023
Q3 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
400KNew |
$31.6M - $37.3M
|
400K
$38M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
331KNew |
$26.2M - $30.9M
|
331K
$31.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
277K+ 170.99% |
$21.9M - $25.8M
|
438K
$41.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
271KNew |
$21.4M - $25.3M
|
271K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
190KNew |
$15M - $17.7M
|
190K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Arctis Global LLC
San Juan, PR |
BUY
|
- |
115K+ 46.76% |
$9.08M - $10.7M
|
360K
$34.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
56.5KNew |
$4.47M - $5.27M
|
56.5K
$5.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
54KNew |
$4.27M - $5.04M
|
54K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
52KNew |
$4.11M - $4.85M
|
52K
$4.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
48.9KNew |
$3.87M - $4.57M
|
48.9K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
45.2K+ 941.67% |
$3.57M - $4.22M
|
50K
$4.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
44KNew |
$3.48M - $4.11M
|
44K
$4.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
39KNew |
$3.08M - $3.64M
|
39K
$3.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$3.06M - $3.61M
|
38.7K
$3.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
27.9KNew |
$2.21M - $2.61M
|
27.9K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24KNew |
$1.9M - $2.24M
|
24K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.85M - $2.18M
|
23.4K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23K+ 249.62% |
$1.82M - $2.15M
|
32.3K
$3.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
22.5KNew |
$1.78M - $2.1M
|
22.5K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.61M - $1.9M
|
20.3K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
20KNew |
$1.58M - $1.87M
|
20K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
17KNew |
$1.35M - $1.59M
|
17K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16.1K+ 31.57% |
$1.27M - $1.5M
|
66.9K
$6.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.4KNew |
$1.22M - $1.44M
|
15.4K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14KNew |
$1.11M - $1.31M
|
14K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
13.9K+ 45.16% |
$1.1M - $1.3M
|
44.7K
$4.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 77.19% |
$864K - $1.02M
|
25.1K
$2.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.93KNew |
$706K - $833K
|
8.93K
$849K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.56KNew |
$677K - $799K
|
8.56K
$814K
|
|