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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
CALL |
70KNew |
$5.39M - $6.52M
|
70K
$6.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.07K- 66.53% |
$467K - $565K
|
3.06K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-48.2K- 92.75% |
$3.71M - $4.49M
|
3.77K
$340K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
140KNew |
$10.8M - $13M
|
140K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-146- 1.72% |
$11.2K - $13.6K
|
8.35K
$752K
|
|
|
May 12, 2023
Q1 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
630KNew |
$48.5M - $58.7M
|
630K
$56.7M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
29.1KNew |
$2.24M - $2.71M
|
29.1K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-7.53K- 84.13% |
$579K - $701K
|
1.42K
$128K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
7.32K+ 47.94% |
$563K - $681K
|
22.6K
$2.03M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.01K- 1.32% |
$77.9K - $94.2K
|
75.7K
$6.82M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
450New |
$34.6K - $41.9K
|
450
$40.5K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-4.26KClosed |
$328K - $397K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$77 - $93.1
|
6.12K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
334+ 2.65% |
$25.7K - $31.1K
|
13K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-9.62K- 16.39% |
$740K - $895K
|
49.1K
$4.42M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
254New |
$19.6K - $23.6K
|
254
$22.9K
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-124K- 93.53% |
$9.55M - $11.6M
|
8.58K
$773K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.63KNew |
$356K - $431K
|
4.63K
$417K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
42+ 0.24% |
$3.23K - $3.91K
|
17.5K
$1.57M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1+ 0.01% |
$77 - $93.1
|
7.61K
$686K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
178KNew |
$13.7M - $16.6M
|
178K
$16M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16+ 7.27% |
$1.23K - $1.49K
|
236
$21.3K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
822+ 274.0% |
$63.3K - $76.5K
|
1.12K
$101K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-82- 1.68% |
$6.31K - $7.64K
|
4.8K
$433K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
17+ 0.12% |
$1.31K - $1.58K
|
14.2K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
487+ 10.59% |
$37.5K - $45.3K
|
5.09K
$458K
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
43.6KNew |
$3.36M - $4.06M
|
43.6K
$3.93M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
5.4KNew |
$416K - $503K
|
5.4K
$486K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
500New |
$38.5K - $46.6K
|
500
$45K
|
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
147KNew |
$11.3M - $13.7M
|
147K
$13.3M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-6.85K- 94.31% |
$527K - $637K
|
413
$37.2K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.97K+ 572.09% |
$151K - $183K
|
2.31K
$208K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-209- 5.89% |
$16.1K - $19.5K
|
3.34K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.95K+ 76.8% |
$535K - $647K
|
16K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
57KNew |
$4.39M - $5.31M
|
57K
$5.13M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
CALL |
570New |
$43.9K - $53.1K
|
570
$51.3K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-790- 15.41% |
$60.8K - $73.6K
|
4.34K
$390K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
SELL
|
- |
-131K- 95.96% |
$10M - $12.2M
|
5.5K
$495K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
223New |
$17.2K - $20.8K
|
223
$20.1K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.4K- 35.9% |
$108K - $130K
|
2.5K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 333.33% |
$7.7K - $9.31K
|
130
$11.7K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72- 2.82% |
$5.54K - $6.7K
|
2.48K
$224K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 1.2% |
$1.54K - $1.86K
|
1.65K
$149K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
$231 - $279
|
3
$270
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-134K- 31.92% |
$10.3M - $12.4M
|
285K
$25.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
51.1KNew |
$3.94M - $4.76M
|
51.1K
$4.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Canoe Financial LP
Calgary, A0 |
BUY
|
PUT |
2.8KNew |
$216K - $261K
|
2.8K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-670- 1.05% |
$51.6K - $62.4K
|
63.2K
$5.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 25.78% |
$14.5K - $17.6K
|
544
$49K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-710- 11.34% |
$54.6K - $66.1K
|
5.55K
$500K
|