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 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.27K+ 4.9% |
$107K - $119K
|
27.2K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
164+ 59.85% |
$13.8K - $15.3K
|
438
$39.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.37K+ 16.27% |
$116K - $128K
|
9.81K
$880K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-162- 5.37% |
$13.7K - $15.1K
|
2.86K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.41KNew |
$625K - $692K
|
7.41K
$665K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-21.4K- 17.13% |
$1.81M - $2M
|
104K
$9.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
55KNew |
$4.64M - $5.14M
|
55K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-518- 6.52% |
$43.7K - $48.4K
|
7.43K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-28.1K- 2.12% |
$2.37M - $2.62M
|
1.3M
$116M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
234+ 1.3% |
$19.7K - $21.9K
|
18.2K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.92K+ 7.07% |
$668K - $740K
|
120K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
130KNew |
$11M - $12.1M
|
130K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
802+ 1.26% |
$67.6K - $74.9K
|
64.5K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-367- 80.31% |
$31K - $34.3K
|
90
$8.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-41- 1.54% |
$3.46K - $3.83K
|
2.62K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.35K+ 6.24% |
$114K - $126K
|
23K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3KNew |
$253K - $280K
|
3K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
701KNew |
$59.1M - $65.5M
|
701K
$62.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-230- 89.49% |
$19.4K - $21.5K
|
27
$2.42K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-43.2K- 70.93% |
$3.64M - $4.03M
|
17.7K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-964- 12.21% |
$81.3K - $90K
|
6.93K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-143K- 60.94% |
$12.1M - $13.3M
|
91.6K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4+ 0.15% |
$337 - $374
|
2.75K
$247K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15K+ 23.79% |
$97.3K - $108K
|
6K
$538K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-356- 25.37% |
$30K - $33.2K
|
1.05K
$93.9K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-365- 1.82% |
$30.8K - $34.1K
|
19.7K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-170- 1.83% |
$14.3K - $15.9K
|
9.14K
$820K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 2.44% |
$8.44K - $9.34K
|
3.99K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.35KNew |
$282K - $313K
|
3.35K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 1.93% |
$16.9K - $18.7K
|
10.2K
$911K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.3K- 84.81% |
$1.38M - $1.53M
|
2.93K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-30.2K- 91.92% |
$2.55M - $2.82M
|
2.65K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
2+ 0.01% |
$169 - $187
|
14.9K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.1K- 5.16% |
$1.02M - $1.13M
|
222K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-15- 0.56% |
$1.27K - $1.4K
|
2.67K
$239K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
263K+ 287.46% |
$22.2M - $24.6M
|
355K
$31.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.79K- 42.81% |
$151K - $167K
|
2.39K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.06K- 10.04% |
$89.4K - $99K
|
9.5K
$853K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.25K- 91.76% |
$274K - $304K
|
292
$26.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.86% |
$337 - $374
|
470
$42.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.71% |
$844 - $934
|
1.43K
$128K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-833- 0.85% |
$70.3K - $77.8K
|
97.4K
$8.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.95K- 46.52% |
$333K - $369K
|
4.54K
$407K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.19K+ 119.56% |
$185K - $204K
|
4.02K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-35- 0.99% |
$2.95K - $3.27K
|
3.52K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.32K- 3.45% |
$364K - $404K
|
121K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-142- 9.75% |
$12K - $13.3K
|
1.31K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
52+ 1.87% |
$4.39K - $4.86K
|
2.84K
$255K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
87New |
$7.34K - $8.12K
|
87
$7.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52KNew |
$128K - $142K
|
1.52K
$137K
|