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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-9.86K- 79.13% |
$759K - $918K
|
2.6K
$234K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
11.8KNew |
$906K - $1.1M
|
11.8K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-80- 4.19% |
$6.16K - $7.45K
|
1.83K
$165K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-654- 7.06% |
$50.3K - $60.9K
|
8.62K
$776K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
64New |
$4.93K - $5.96K
|
64
$5.76K
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
3.1KNew |
$239K - $289K
|
3.1K
$279K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.12K- 30.56% |
$85.8K - $104K
|
2.53K
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.94KNew |
$226K - $274K
|
2.94K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-385- 11.26% |
$29.6K - $35.8K
|
3.03K
$273K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
202+ 8.46% |
$15.5K - $18.8K
|
2.59K
$233K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
3K+ 8.43% |
$231K - $280K
|
38.6K
$3.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Iyo Bank, Ltd.
|
BUY
|
- |
76KNew |
$5.85M - $7.08M
|
76K
$6.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
449New |
$34.6K - $41.8K
|
449
$40.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.24KNew |
$557K - $674K
|
7.24K
$652K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.94K+ 126.74% |
$303K - $367K
|
7.05K
$635K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
187+ 21.57% |
$14.4K - $17.4K
|
1.05K
$94.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
PUT |
-20K- 80.0% |
$1.54M - $1.86M
|
5K
$450K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-560- 65.96% |
$43.1K - $52.1K
|
289
$26K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
2.95K+ 73.99% |
$227K - $274K
|
6.93K
$624K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
1.79K+ 4.35% |
$138K - $167K
|
42.9K
$3.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$193K - $233K
|
2.51K
$226K
|
|
|
Apr 13, 2023
Q1 2023
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
611K+ 39.41% |
$47M - $56.9M
|
2.16M
$195M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-2.17K- 13.33% |
$167K - $202K
|
14.1K
$1.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
598+ 2.87% |
$46K - $55.7K
|
21.4K
$1.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.7K- 64.47% |
$362K - $438K
|
2.59K
$233K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-8.92K- 4.22% |
$686K - $830K
|
202K
$18.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-914- 3.68% |
$70.4K - $85.1K
|
24K
$2.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.6K- 36.66% |
$200K - $242K
|
4.49K
$405K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-12- 0.01% |
$924 - $1.12K
|
137K
$12.3M
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.41K+ 15.23% |
$108K - $133K
|
10.7K
$963K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-123- 23.52% |
$9.36K - $11.6K
|
400
$36K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-625- 11.27% |
$47.6K - $58.8K
|
4.92K
$443K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
246New |
$18.7K - $23.1K
|
246
$22.2K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
12.6KNew |
$956K - $1.18M
|
12.6K
$1.13M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
24.9KNew |
$1.9M - $2.35M
|
24.9K
$2.25M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
8.34KNew |
$635K - $785K
|
8.34K
$751K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
240New |
$18.3K - $22.6K
|
240
$21.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$180K - $222K
|
2.36K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
57K+ 359.93% |
$4.34M - $5.37M
|
72.9K
$6.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
24KNew |
$1.83M - $2.26M
|
24K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
4.34K+ 108.68% |
$331K - $409K
|
8.34K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
91KNew |
$6.92M - $8.56M
|
91K
$8.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.34K- 10.55% |
$102K - $126K
|
11.4K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.35KNew |
$178K - $221K
|
2.35K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.12K- 3.74% |
$238K - $294K
|
80.3K
$7.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4.13K+ 16.94% |
$314K - $388K
|
28.5K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
400New |
$30.4K - $37.6K
|
400
$36K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
13.3KNew |
$1.01M - $1.25M
|
13.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
343KNew |
$26.1M - $32.2M
|
343K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-7.81K- 33.33% |
$594K - $735K
|
15.6K
$1.41M
|
|