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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
256New |
$22.5K - $25.1K
|
256
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
250+ 5.82% |
$22K - $24.5K
|
4.54K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
203+ 9.46% |
$17.9K - $19.9K
|
2.35K
$211K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
198+ 2.51% |
$17.4K - $19.4K
|
8.07K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
169New |
$14.9K - $16.6K
|
169
$15.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
144+ 1.72% |
$12.7K - $14.1K
|
8.5K
$766K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
130+ 0.48% |
$11.4K - $12.8K
|
27.3K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
130+ 4.04% |
$11.4K - $12.8K
|
3.35K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 5.22% |
$11.4K - $12.7K
|
2.6K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
101New |
$8.89K - $9.91K
|
101
$9.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
100+ 4.33% |
$8.8K - $9.81K
|
2.41K
$217K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 69.93% |
$8.8K - $9.81K
|
243
$21.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
100+ 3.5% |
$8.8K - $9.81K
|
2.96K
$266K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
82New |
$7.22K - $8.04K
|
82
$7.39K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
80New |
$7.04K - $7.85K
|
80
$7.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
75+ 3.51% |
$6.6K - $7.36K
|
2.21K
$199K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
71New |
$6.25K - $6.96K
|
71
$6.39K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
67New |
$5.9K - $6.57K
|
67
$6.03K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
65+ 2.8% |
$5.72K - $6.38K
|
2.39K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
56+ 233.33% |
$4.93K - $5.49K
|
80
$7.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
51New |
$4.49K - $5K
|
51
$4.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
50New |
$4.4K - $4.9K
|
50
$4.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
39+ 557.14% |
$3.43K - $3.83K
|
46
$4.14K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
39New |
$3.43K - $3.83K
|
39
$3.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
36New |
$3.17K - $3.53K
|
36
$3.24K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
30New |
$2.64K - $2.94K
|
30
$2.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$2.38K - $2.65K
|
27
$2.43K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
26+ 86.67% |
$2.29K - $2.55K
|
56
$5.04K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
25+ 0.33% |
$2.2K - $2.45K
|
7.72K
$695K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
22+ 18.8% |
$1.94K - $2.16K
|
139
$12.5K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$1.23K - $1.37K
|
6.3K
$567K
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
9+ 0.15% |
$792 - $883
|
6.13K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
6+ 0.13% |
$528 - $588
|
4.6K
$414K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 0.83% |
$440 - $490
|
609
$54.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.52% |
$88 - $98.1
|
194
$17.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 3.33% |
$88 - $98.1
|
31
$2.79K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 10.0% |
$88 - $98.1
|
11
$991
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.02M+ 2851.88% |
$81.5M - $96.3M
|
1.06M
$95.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1MNew |
$79.9M - $94.4M
|
1M
$90.1M
|
|
|
May 15, 2024
Q1 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
800KNew |
$63.9M - $75.5M
|
800K
$72.1M
|
|
|
May 15, 2024
Q1 2024
|
York Capital Management Global Advisors, LLC
New York, NY |
BUY
|
PUT |
330KNew |
$26.4M - $31.2M
|
330K
$29.7M
|
|
|
May 13, 2024
Q1 2024
|
Sagil Capital LLP
London, X0 |
BUY
|
PUT |
230KNew |
$18.4M - $21.7M
|
230K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
200KNew |
$16M - $18.9M
|
200K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
187KNew |
$15M - $17.7M
|
187K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
131K+ 67.72% |
$10.4M - $12.3M
|
323K
$29.1M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
103KNew |
$8.23M - $9.73M
|
103K
$9.28M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
94.9KNew |
$7.58M - $8.96M
|
94.9K
$8.55M
|
|
|
May 13, 2024
Q1 2024
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
90.4K+ 257.55% |
$7.22M - $8.53M
|
126K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
84KNew |
$6.71M - $7.93M
|
84K
$7.57M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
CALL |
80KNew |
$6.39M - $7.55M
|
80K
$7.21M
|
|