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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
37.2KNew |
$3.02M - $3.42M
|
37.2K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
49.7K+ 382.16% |
$4.04M - $4.57M
|
62.7K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
6.83KNew |
$555K - $628K
|
6.83K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 43.7% |
$153K - $173K
|
2.42K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.9KNew |
$1.13M - $1.28M
|
13.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
13.1K+ 297.73% |
$1.06M - $1.2M
|
17.5K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.51KNew |
$123K - $139K
|
1.51K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$219K - $248K
|
2.69K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-689- 11.41% |
$55.9K - $63.4K
|
5.35K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
62.1KNew |
$5.04M - $5.71M
|
62.1K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9KNew |
$966K - $1.09M
|
11.9K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-10K- 77.44% |
$812K - $920K
|
2.91K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.34KNew |
$515K - $583K
|
6.34K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
472New |
$38.3K - $43.4K
|
472
$42.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.7K+ 8.39% |
$138K - $156K
|
22K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.29MNew |
$105M - $119M
|
1.29M
$116M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
310New |
$25.2K - $28.5K
|
310
$27.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$18K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
44.5KNew |
$3.61M - $4.09M
|
44.5K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-210- 99.53% |
$17.1K - $19.3K
|
1
$90.1
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.6KNew |
$374K - $423K
|
4.6K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3K+ 93.75% |
$244K - $276K
|
6.2K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.21M- 97.96% |
$97.9M - $111M
|
25.1K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-197- 4.44% |
$16K - $18.1K
|
4.24K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.4KNew |
$6.86M - $7.77M
|
84.4K
$7.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.86K- 29.71% |
$394K - $446K
|
11.5K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.39KNew |
$194K - $219K
|
2.39K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
29New |
$2.35K - $2.67K
|
29
$2.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.2KNew |
$1.56M - $1.77M
|
19.2K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.37K+ 33.28% |
$598K - $677K
|
29.5K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
10.1K+ 6.9% |
$821K - $930K
|
157K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
400+ 13.33% |
$32.5K - $36.8K
|
3.4K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$276K - $313K
|
3.41K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$8.12K - $9.2K
|
100
$9.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
193+ 6.81% |
$15.7K - $17.7K
|
3.03K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
117+ 1.58% |
$9.5K - $10.8K
|
7.52K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
278New |
$22.6K - $25.6K
|
278
$25K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
18.1KNew |
$1.47M - $1.66M
|
18.1K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-955- 2.7% |
$77.5K - $87.8K
|
34.4K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
352New |
$28.6K - $32.4K
|
352
$31.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.61KNew |
$212K - $240K
|
2.61K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
255New |
$20.7K - $23.4K
|
255
$23K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
28New |
$2.27K - $2.57K
|
28
$2.52K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
6.42KNew |
$522K - $591K
|
6.42K
$579K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
114New |
$9.26K - $10.5K
|
114
$10.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
CALL |
-1.7K- 24.29% |
$138K - $156K
|
5.3K
$477K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.77KNew |
$225K - $254K
|
2.77K
$249K
|