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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
82.7KNew |
$5.58M - $6.96M
|
82.7K
$7.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
75KNew |
$5.06M - $6.31M
|
75K
$7.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
40KNew |
$2.7M - $3.36M
|
40K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
34.3K+ 254.31% |
$2.32M - $2.88M
|
47.8K
$4.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
32.1K+ 57.94% |
$2.16M - $2.7M
|
87.4K
$8.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
25KNew |
$1.69M - $2.1M
|
25K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.35M - $1.68M
|
20K
$1.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
19KNew |
$1.28M - $1.6M
|
19K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
14.2KNew |
$959K - $1.2M
|
14.2K
$1.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
10.8KNew |
$732K - $912K
|
10.8K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.58K+ 174.18% |
$511K - $637K
|
11.9K
$1.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
6.25KNew |
$422K - $526K
|
6.25K
$602K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.14KNew |
$347K - $432K
|
5.14K
$495K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.92KNew |
$265K - $330K
|
3.92K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.83K+ 124.59% |
$258K - $322K
|
6.9K
$664K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$252K - $314K
|
3.74K
$360K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.5KNew |
$236K - $294K
|
3.5K
$337K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.29KNew |
$222K - $276K
|
3.29K
$317K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.95KNew |
$199K - $248K
|
2.95K
$284K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.43K+ 1.55% |
$164K - $204K
|
159K
$15.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
1.85K+ 1.04% |
$125K - $156K
|
180K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$101K - $126K
|
1.5K
$145K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.37KNew |
$92.3K - $115K
|
1.37K
$132K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.29KNew |
$86.9K - $108K
|
1.29K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
995+ 33.45% |
$67.2K - $83.7K
|
3.97K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
722+ 20.16% |
$48.7K - $60.7K
|
4.3K
$415K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
574+ 1.86% |
$38.7K - $48.3K
|
31.5K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
530+ 3.09% |
$35.8K - $44.6K
|
17.7K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
344New |
$23.2K - $28.9K
|
344
$33.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
338+ 3.15% |
$22.8K - $28.4K
|
11.1K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
275+ 15.94% |
$18.6K - $23.1K
|
2K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$16.9K - $21K
|
250
$24.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
221+ 0.5% |
$14.9K - $18.6K
|
44.3K
$4.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
203New |
$13.7K - $17.1K
|
203
$19.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
191+ 4.01% |
$12.9K - $16.1K
|
4.96K
$477K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
170+ 3.5% |
$11.5K - $14.3K
|
5.03K
$484K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.8K - $13.5K
|
160
$15.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
153New |
$10.3K - $12.9K
|
153
$14.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.94K - $7.4K
|
88
$8.48K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37+ 0.37% |
$2.5K - $3.11K
|
10K
$964K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
23+ 0.64% |
$1.55K - $1.93K
|
3.6K
$347K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Toms Capital Investment Management LP
New York, NY |
BUY
|
CALL |
1MNew |
$70.7M - $92.3M
|
1M
$96.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
BUY
|
PUT |
400KNew |
$28.3M - $36.9M
|
400K
$38.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
200KNew |
$14.2M - $18.5M
|
200K
$19.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
CALL |
200KNew |
$14.1M - $18.5M
|
200K
$19.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
BUY
|
PUT |
100KNew |
$7.07M - $9.23M
|
100K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Ws Management Lllp
Jacksonville, FL |
BUY
|
- |
100KNew |
$7.07M - $9.23M
|
100K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Ws Management Lllp
Jacksonville, FL |
BUY
|
PUT |
100KNew |
$7.07M - $9.23M
|
100K
$9.63M
|
|
|
Aug 05, 2022
Q2 2022
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
100KNew |
$7.07M - $9.23M
|
100K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
90.3KNew |
$6.38M - $8.33M
|
90.3K
$8.7M
|
|