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 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.78K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.78K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$1.06K - $1.38K
|
15
$1.45K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
13+ 1.37% |
$919 - $1.2K
|
964
$92.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$848 - $1.11K
|
12
$1.16K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
PUT |
525KNew |
$30M - $41.3M
|
525K
$50.6M
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
300KNew |
$17.2M - $23.6M
|
300K
$28.9M
|
|
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
123KNew |
$7.02M - $9.66M
|
123K
$11.8M
|
|
|
May 16, 2022
Q1 2022
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
14.7KNew |
$841K - $1.16M
|
14.7K
$1.42M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
10KNew |
$572K - $788K
|
10K
$963K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.63KNew |
$265K - $364K
|
4.63K
$446K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
4.44KNew |
$254K - $349K
|
4.44K
$427K
|
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.2KNew |
$183K - $252K
|
3.2K
$308K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$289K
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$289K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
PUT |
2K+ 200.0% |
$114K - $158K
|
3K
$289K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.91KNew |
$109K - $150K
|
1.91K
$184K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
866New |
$49.6K - $68.2K
|
866
$83.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
597New |
$34.2K - $47K
|
597
$57.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
200New |
$11.4K - $15.8K
|
200
$19.3K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
114New |
$6.52K - $8.98K
|
114
$11K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$2.86K - $3.94K
|
50
$4.82K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2New |
$114 - $158
|
2
$193
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
300K+ 60.0% |
$15.9M - $17.7M
|
800K
$77.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
188K+ 6.94% |
$9.96M - $11.1M
|
2.89M
$279M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
131KNew |
$6.96M - $7.77M
|
131K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
16.5KNew |
$875K - $976K
|
16.5K
$1.59M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
9.22KNew |
$489K - $546K
|
9.22K
$889K
|
|
|
Feb 14, 2022
Q4 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.7KNew |
$196K - $219K
|
3.7K
$357K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$189K - $211K
|
3.57K
$344K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$184K - $205K
|
3.47K
$334K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1KNew |
$53K - $59.1K
|
1K
$96.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$53K - $59.1K
|
1K
$96.3K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
598New |
$31.7K - $35.4K
|
598
$57.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
405New |
$21.5K - $24K
|
405
$39K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
323New |
$17.1K - $19.1K
|
323
$31.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200New |
$10.6K - $11.8K
|
200
$19.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
100New |
$5.3K - $5.91K
|
100
$9.63K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
32New |
$1.7K - $1.89K
|
32
$3.08K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
CALL |
10MNew |
$458M - $548M
|
10M
$963M
|
|
|
Nov 12, 2021
Q3 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
PUT |
1.49MNew |
$68.2M - $81.7M
|
1.49M
$144M
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
707KNew |
$32.4M - $38.8M
|
707K
$68.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
292KNew |
$13.4M - $16M
|
292K
$28.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.49KNew |
$114K - $136K
|
2.49K
$240K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
$9.16K - $11K
|
200
$19.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Sculptor Capital LP
New York, NY |
BUY
|
CALL |
1M+ 50.0% |
$47.1M - $56.2M
|
3M
$289M
|
|
|
Aug 16, 2021
Q2 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
CALL |
38.6KNew |
$1.82M - $2.17M
|
38.6K
$3.72M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
32.3KNew |
$1.52M - $1.81M
|
32.3K
$3.11M
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
PUT |
13.1KNew |
$617K - $736K
|
13.1K
$1.26M
|
|