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 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.31KNew |
$176K - $217K
|
2.31K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.05KNew |
$232K - $287K
|
3.05K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.95KNew |
$148K - $183K
|
1.95K
$181K
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
5.87KNew |
$446K - $552K
|
5.87K
$545K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
94New |
$7.15K - $8.84K
|
94
$8.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
677+ 7.0% |
$51.5K - $63.7K
|
10.3K
$961K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-1K- 2.18% |
$76.1K - $94.1K
|
44.9K
$4.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23New |
$1.75K - $2.16K
|
23
$2.14K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
14.4KNew |
$1.09M - $1.35M
|
14.4K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-441- 10.28% |
$33.6K - $41.5K
|
3.85K
$357K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
522+ 2.16% |
$39.7K - $49.1K
|
24.7K
$2.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6.19KNew |
$471K - $582K
|
6.19K
$575K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
27KNew |
$2.05M - $2.54M
|
27K
$2.51M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1New |
$76.1 - $94.1
|
1
$92.9
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
PUT |
200New |
$15.2K - $18.8K
|
200
$18.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-94.7KClosed |
$7.21M - $8.91M
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
820+ 17.75% |
$62.4K - $77.1K
|
5.44K
$505K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
29.8KNew |
$2.27M - $2.81M
|
29.8K
$2.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-873- 21.37% |
$66.4K - $82.1K
|
3.21K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-305- 6.54% |
$23.2K - $28.7K
|
4.36K
$405K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
CALL |
3KNew |
$228K - $282K
|
3K
$279K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
4.12KNew |
$313K - $388K
|
4.12K
$382K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.65KNew |
$202K - $249K
|
2.65K
$246K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.98% |
$76.1 - $94.1
|
103
$9.56K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
27.5KNew |
$2.09M - $2.59M
|
27.5K
$2.55M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-275- 7.23% |
$20.9K - $25.9K
|
3.53K
$328K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-298- 50.51% |
$22.7K - $28K
|
292
$27.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.85KNew |
$217K - $268K
|
2.85K
$265K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.7KNew |
$357K - $442K
|
4.7K
$436K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.4K- 3.9% |
$106K - $131K
|
34.4K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
56.8K+ 1043.15% |
$4.32M - $5.34M
|
62.2K
$5.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.77K- 39.8% |
$135K - $167K
|
2.68K
$249K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.07K+ 77.75% |
$81.6K - $101K
|
2.45K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
276New |
$21K - $26K
|
276
$25.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-767- 21.32% |
$58.4K - $72.2K
|
2.83K
$263K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
447KNew |
$34M - $42M
|
447K
$41.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-389- 1.87% |
$29.6K - $36.6K
|
20.4K
$1.9M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.08K+ 67.03% |
$158K - $195K
|
5.17K
$480K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-116- 3.85% |
$8.83K - $10.9K
|
2.9K
$269K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.97KNew |
$150K - $186K
|
1.97K
$183K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
340+ 8.78% |
$25.9K - $32K
|
4.21K
$391K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.88% |
$380 - $470
|
576
$53.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.01KNew |
$533K - $659K
|
7.01K
$651K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-210- 1.02% |
$16K - $19.8K
|
20.3K
$1.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
BUY
|
- |
45.4K+ 1585.75% |
$3.45M - $4.27M
|
48.3K
$4.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
50New |
$3.8K - $4.7K
|
50
$4.64K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
5.48KNew |
$417K - $516K
|
5.48K
$509K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
5.9KNew |
$449K - $555K
|
5.9K
$548K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-311- 1.6% |
$23.7K - $29.3K
|
19.1K
$1.77M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
826New |
$62.9K - $77.7K
|
826
$76.7K
|