Latest Institutional Transactions on Energy Sector Spdr (XLE)
This table provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-160- 45.85% |
$13.5K - $14.9K
|
189
$16.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-450- 4.14% |
$38K - $42K
|
10.4K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.4KNew |
$287K - $318K
|
3.4K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
4.28KNew |
$361K - $400K
|
4.28K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
109+ 4.08% |
$9.19K - $10.2K
|
2.78K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-129- 5.04% |
$10.9K - $12K
|
2.43K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
7+ 0.87% |
$590 - $654
|
811
$71.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-15.6K- 6.95% |
$1.32M - $1.46M
|
209K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-140- 11.32% |
$11.8K - $13.1K
|
1.1K
$97.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.81K- 11.52% |
$490K - $543K
|
44.6K
$3.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
70+ 44.87% |
$5.9K - $6.54K
|
226
$20K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-21.7K- 10.07% |
$1.83M - $2.03M
|
194K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.37K- 9.57% |
$200K - $222K
|
22.4K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
850KNew |
$71.7M - $79.4M
|
850K
$75.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
982+ 42.27% |
$82.8K - $91.7K
|
3.31K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-133- 5.04% |
$11.2K - $12.4K
|
2.51K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 0.46% |
$3.21K - $3.55K
|
8.3K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
755+ 12.68% |
$63.7K - $70.5K
|
6.71K
$594K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.68K+ 0.92% |
$732K - $811K
|
951K
$84.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
CALL |
-2.4K- 30.77% |
$202K - $224K
|
5.4K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3K- 31.13% |
$253K - $280K
|
6.64K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16K+ 7.13% |
$1.35M - $1.49M
|
240K
$21.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.1K+ 67.81% |
$2.54M - $2.81M
|
74.4K
$6.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 12.21% |
$919K - $1.02M
|
78.4K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$971K - $1.08M
|
11.5K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.24K- 15.16% |
$357K - $396K
|
23.7K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-125- 2.69% |
$10.5K - $11.7K
|
4.51K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-157K- 46.98% |
$13.3M - $14.7M
|
177K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
60K+ 10.17% |
$5.06M - $5.6M
|
650K
$57.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-315- 8.86% |
$26.6K - $29.4K
|
3.24K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
78+ 0.97% |
$6.58K - $7.28K
|
8.16K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
216+ 0.9% |
$18.2K - $20.2K
|
24.3K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-331- 8.14% |
$27.9K - $30.9K
|
3.73K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-336K- 32.52% |
$28.4M - $31.4M
|
698K
$61.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.42K- 1.47% |
$373K - $413K
|
296K
$26.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
160+ 9.2% |
$13.5K - $14.9K
|
1.9K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
95.4K+ 2442.49% |
$8.05M - $8.91M
|
99.3K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
278K+ 106.47% |
$23.5M - $26M
|
540K
$47.8M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.26K- 30.15% |
$106K - $117K
|
2.92K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-241K- 41.81% |
$20.4M - $22.5M
|
336K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-9.97K- 70.22% |
$841K - $931K
|
4.23K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
76.7K+ 14.87% |
$6.47M - $7.16M
|
593K
$52.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.48K- 6.25% |
$125K - $138K
|
22.2K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.5K- 15.18% |
$888K - $983K
|
58.9K
$5.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.54K- 4.6% |
$214K - $237K
|
52.7K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-246K- 92.42% |
$20.7M - $22.9M
|
20.1K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
11.4KNew |
$959K - $1.06M
|
11.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-69.2K- 9.83% |
$5.83M - $6.46M
|
635K
$56.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
85.9K+ 21.13% |
$7.25M - $8.02M
|
493K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
166+ 39.62% |
$14K - $15.5K
|
585
$51.8K
|