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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-142- 29.1% |
$11.2K - $13.3K
|
346
$31.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-158- 2.14% |
$12.5K - $14.8K
|
7.22K
$650K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.27KNew |
$654K - $772K
|
8.27K
$745K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
23.4KNew |
$1.85M - $2.18M
|
23.4K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.4KNew |
$348K - $411K
|
4.4K
$396K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.44KNew |
$272K - $321K
|
3.44K
$310K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.22K+ 12.11% |
$96.6K - $114K
|
11.3K
$1.02M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
BUY
|
- |
546+ 6.08% |
$43.2K - $51K
|
9.52K
$858K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15.4KNew |
$1.22M - $1.44M
|
15.4K
$1.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.65KNew |
$447K - $527K
|
5.65K
$509K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-572- 76.06% |
$45.2K - $53.4K
|
180
$16.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
800New |
$63.3K - $74.7K
|
800
$72.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
581New |
$46K - $54.2K
|
581
$52.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
971New |
$76.8K - $90.7K
|
971
$87.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
2.45KNew |
$193K - $228K
|
2.45K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$178K - $211K
|
2.26K
$203K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3.05KNew |
$241K - $285K
|
3.05K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.7KNew |
$372K - $439K
|
4.7K
$423K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.61M - $1.9M
|
20.3K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-231- 5.15% |
$18.3K - $21.6K
|
4.26K
$383K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 0.4% |
$3.14K - $3.58K
|
10.2K
$917K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-180K- 93.7% |
$13.8M - $15.7M
|
12.1K
$1.09M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7- 0.55% |
$536 - $611
|
1.26K
$114K
|
|
|
Nov 14, 2023
Q2 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
21.9K+ 280.05% |
$1.68M - $1.91M
|
29.7K
$2.68M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
200New |
$15.3K - $17.4K
|
200
$18K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.49KNew |
$344K - $391K
|
4.49K
$404K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
108New |
$8.27K - $9.42K
|
108
$9.73K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$144K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.92% |
$76.6 - $87.2
|
53
$4.77K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$105K - $120K
|
1.37K
$123K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-339- 90.64% |
$26K - $29.6K
|
35
$3.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
64.7KNew |
$4.96M - $5.64M
|
64.7K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-15.8K- 83.72% |
$1.21M - $1.38M
|
3.08K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
CALL |
17KNew |
$1.3M - $1.48M
|
17K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$15.3M - $17.4M
|
200K
$18M
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
31.3KNew |
$2.4M - $2.73M
|
31.3K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
81+ 3.26% |
$6.2K - $7.07K
|
2.56K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
2KNew |
$153K - $174K
|
2K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
CALL |
350KNew |
$26.8M - $30.5M
|
350K
$31.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
20K+ 400.0% |
$1.53M - $1.74M
|
25K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
4.95KNew |
$379K - $432K
|
4.95K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
202+ 2.72% |
$15.5K - $17.6K
|
7.64K
$688K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
121K+ 80.66% |
$9.24M - $10.5M
|
270K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
60KNew |
$4.6M - $5.23M
|
60K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
40.7KNew |
$3.12M - $3.55M
|
40.7K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-86- 2.9% |
$6.59K - $7.5K
|
2.88K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
Garnet Equity Capital Holdings, Inc.
|
BUY
|
- |
8K+ 66.67% |
$613K - $698K
|
20K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.55K+ 123.8% |
$118K - $135K
|
2.79K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.34K- 12.03% |
$103K - $117K
|
9.8K
$883K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$76.6 - $87.2
|
1
$90.1
|
|