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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$178K - $221K
|
2.35K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$176K - $217K
|
2.31K
$222K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.08K+ 67.03% |
$158K - $195K
|
5.17K
$498K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.97KNew |
$150K - $186K
|
1.97K
$190K
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.95KNew |
$148K - $183K
|
1.95K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.95KNew |
$148K - $183K
|
1.95K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.86KNew |
$141K - $175K
|
1.86K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
PUT |
1.2KNew |
$91.3K - $113K
|
1.2K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$84.5K - $105K
|
1.11K
$107K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.07K+ 77.75% |
$81.6K - $101K
|
2.45K
$236K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
826New |
$62.9K - $77.7K
|
826
$79.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
820+ 17.75% |
$62.4K - $77.1K
|
5.44K
$524K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
817New |
$62.2K - $76.9K
|
817
$78.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
778New |
$59.2K - $73.2K
|
778
$75K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
721+ 19.89% |
$54.9K - $67.8K
|
4.35K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
677+ 7.0% |
$51.5K - $63.7K
|
10.3K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
543+ 2.54% |
$41.3K - $51.1K
|
21.9K
$2.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
522+ 2.16% |
$39.7K - $49.1K
|
24.7K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
500New |
$38K - $47K
|
500
$48.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$38K - $47K
|
500
$48.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
443New |
$33.7K - $41.7K
|
443
$42.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
400New |
$30.4K - $37.6K
|
400
$38.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
397New |
$30.2K - $37.3K
|
397
$38.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
345New |
$26.3K - $32.5K
|
345
$33.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
340+ 8.78% |
$25.9K - $32K
|
4.21K
$406K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
276New |
$21K - $26K
|
276
$26.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
262New |
$19.9K - $24.6K
|
262
$25.2K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
246New |
$18.7K - $23.1K
|
246
$23.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
240New |
$18.3K - $22.6K
|
240
$23.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
200New |
$15.2K - $18.8K
|
200
$19.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
171+ 8.24% |
$13K - $16.1K
|
2.25K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
134New |
$10.2K - $12.6K
|
134
$12.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
94New |
$7.15K - $8.84K
|
94
$9.06K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$3.8K - $4.7K
|
50
$4.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26+ 1.05% |
$1.98K - $2.45K
|
2.51K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23New |
$1.75K - $2.16K
|
23
$2.22K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.88% |
$380 - $470
|
576
$55.5K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1New |
$76.1 - $94.1
|
1
$96.3
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.98% |
$76.1 - $94.1
|
103
$9.92K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
PUT |
4.48MNew |
$302M - $377M
|
4.48M
$432M
|
|
|
Nov 14, 2022
Q3 2022
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
BUY
|
PUT |
3MNew |
$202M - $252M
|
3M
$289M
|
|
|
Nov 14, 2022
Q3 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
CALL |
2.09M+ 557.79% |
$141M - $176M
|
2.47M
$238M
|
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
600KNew |
$40.5M - $50.5M
|
600K
$57.8M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
207K+ 5.07% |
$14M - $17.4M
|
4.29M
$413M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
200K+ 24.19% |
$13.5M - $16.8M
|
1.03M
$98.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
200K+ 24.19% |
$13.5M - $16.8M
|
1.03M
$98.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
159KNew |
$10.8M - $13.4M
|
159K
$15.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
157K+ 1109.85% |
$10.6M - $13.2M
|
171K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
100KNew |
$6.75M - $8.41M
|
100K
$9.63M
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
100KNew |
$6.75M - $8.41M
|
100K
$9.63M
|
|