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 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-567- 40.67% |
$44.8K - $52.9K
|
827
$74.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-15- 0.14% |
$1.19K - $1.4K
|
10.5K
$949K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
80+ 40.0% |
$6.33K - $7.47K
|
280
$25.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.56KNew |
$677K - $799K
|
8.56K
$771K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-1.8K- 6.63% |
$142K - $168K
|
25.3K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
27.9KNew |
$2.21M - $2.61M
|
27.9K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
13.9K+ 45.16% |
$1.1M - $1.3M
|
44.7K
$4.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 4.6% |
$31.6K - $37.3K
|
9.1K
$820K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
8.93KNew |
$706K - $833K
|
8.93K
$804K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.71KNew |
$214K - $253K
|
2.71K
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4KNew |
$316K - $373K
|
4K
$360K
|
|
|
Nov 07, 2023
Q3 2023
|
Vista Finance, LLC
|
BUY
|
- |
13.1KNew |
$1.04M - $1.23M
|
13.1K
$1.18M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-355K- 52.85% |
$28.1M - $33.2M
|
317K
$28.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-38- 9.55% |
$3.01K - $3.55K
|
360
$32.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-747- 85.57% |
$59.1K - $69.7K
|
126
$11.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-14.5K- 54.06% |
$1.14M - $1.35M
|
12.3K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
195New |
$15.4K - $18.2K
|
195
$17.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.82KNew |
$223K - $263K
|
2.82K
$254K
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
44KNew |
$3.48M - $4.11M
|
44K
$3.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
22.5KNew |
$1.78M - $2.1M
|
22.5K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
3KNew |
$237K - $280K
|
3K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
4.9KNew |
$388K - $457K
|
4.9K
$441K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
331KNew |
$26.2M - $30.9M
|
331K
$29.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
311New |
$24.6K - $29K
|
311
$28K
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
54KNew |
$4.27M - $5.04M
|
54K
$4.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16.1K+ 31.57% |
$1.27M - $1.5M
|
66.9K
$6.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-57- 2.01% |
$4.51K - $5.32K
|
2.78K
$250K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
5KNew |
$395K - $467K
|
5K
$450K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
576+ 12.79% |
$45.6K - $53.8K
|
5.08K
$457K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-975- 97.5% |
$77.1K - $91K
|
25
$2.25K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-654K- 65.44% |
$51.8M - $61.1M
|
346K
$31.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.24KNew |
$97.8K - $115K
|
1.24K
$111K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
2.72KNew |
$215K - $254K
|
2.72K
$245K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.74KNew |
$296K - $349K
|
3.74K
$337K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$7.91K - $9.34K
|
100
$9.01K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7.96K+ 45.72% |
$629K - $743K
|
25.4K
$2.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.14K+ 118.07% |
$248K - $293K
|
5.79K
$522K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$201K - $238K
|
2.54K
$229K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.77K- 29.86% |
$219K - $259K
|
6.5K
$586K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$202K - $239K
|
2.56K
$230K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
100New |
$7.91K - $9.34K
|
100
$9.01K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1KNew |
$79.2K - $93.5K
|
1K
$90.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
38.7KNew |
$3.06M - $3.61M
|
38.7K
$3.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
10.9K+ 77.19% |
$864K - $1.02M
|
25.1K
$2.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-500- 16.67% |
$39.5K - $46.7K
|
2.5K
$225K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
573New |
$45.3K - $53.5K
|
573
$51.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300New |
$23.7K - $28K
|
300
$27K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
583+ 9.17% |
$46.1K - $54.4K
|
6.94K
$625K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$181K - $214K
|
2.29K
$206K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
130+ 4.01% |
$10.3K - $12.1K
|
3.37K
$304K
|