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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
110+ 23.4% |
$4.18K - $5.89K
|
580
$53K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
165KNew |
$4.56M - $6.85M
|
165K
$15M
|
|
|
Jan 29, 2021
Q4 2020
|
High Tower Trust Services, Lta
|
BUY
|
- |
37.5KNew |
$1.04M - $1.56M
|
37.5K
$3.42M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
CALL |
32.8KNew |
$909K - $1.36M
|
32.8K
$2.99M
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
26.3K+ 19.7% |
$729K - $1.09M
|
160K
$14.6M
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.1KNew |
$279K - $419K
|
10.1K
$920K
|
|
|
Feb 03, 2021
Q4 2020
|
Rye Brook Capital LLC
|
BUY
|
CALL |
3.42KNew |
$94.8K - $142K
|
3.42K
$312K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
175New |
$4.85K - $7.28K
|
175
$16K
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Conning Inc.
|
BUY
|
- |
33KNew |
$988K - $1.27M
|
33K
$3.01M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
20.6KNew |
$618K - $797K
|
20.6K
$1.89M
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
1.1KNew |
$33K - $42.6K
|
1.1K
$101K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43.6K+ 147.31% |
$1.2M - $2.04M
|
73.2K
$6.68M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
318New |
$8.78K - $14.9K
|
318
$29K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
11KNew |
$259K - $670K
|
11K
$1M
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
190KNew |
$10.6M - $11.8M
|
190K
$17.3M
|
|
|
Feb 13, 2020
Q4 2019
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30KNew |
$1.68M - $1.86M
|
30K
$2.74M
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$112K - $124K
|
2K
$183K
|
|
|
Feb 07, 2020
Q4 2019
|
Salomon & Ludwin, LLC
|
BUY
|
PUT |
500New |
$28K - $31K
|
500
$45.7K
|
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
72New |
$4.02K - $4.46K
|
72
$6.57K
|
|
|
Feb 06, 2020
Q4 2019
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
72New |
$4.02K - $4.46K
|
72
$6.57K
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8+ 0.91% |
$447 - $496
|
883
$80.6K
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
882New |
$52.2K - $55.7K
|
882
$80.5K
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
BUY
|
- |
650New |
$38.5K - $41K
|
650
$59.3K
|
|
| Q2 2019 | |||||||
|
Aug 06, 2019
Q2 2019
|
Western Wealth Management, LLC
|
BUY
|
PUT |
800New |
N/A
|
800
$73K
|
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
500New |
N/A
|
500
$45.7K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
27.7K+ 153.93% |
N/A
|
45.6K
$4.16M
|
|
|
Apr 29, 2019
Q1 2019
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
3.8KNew |
N/A
|
3.8K
$347K
|
|
|
May 16, 2019
Q1 2019
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
CALL |
200New |
N/A
|
200
$18.3K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
PUT |
13.4KNew |
N/A
|
13.4K
$1.22M
|
|
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.3K+ 46.45% |
N/A
|
42K
$3.84M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
CALL |
2.01MNew |
N/A
|
2.01M
$183M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
28.2KNew |
N/A
|
28.2K
$2.57M
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
21New |
N/A
|
21
$1.92K
|
|
| Q4 2015 | |||||||
|
Nov 16, 2017
Q4 2015
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
45.6KNew |
N/A
|
45.6K
$4.17M
|
|