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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
262New |
$19.9K - $24.6K
|
262
$24.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
778New |
$59.2K - $73.2K
|
778
$72.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
443New |
$33.7K - $41.7K
|
443
$41.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
817New |
$62.2K - $76.9K
|
817
$75.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
345New |
$26.3K - $32.5K
|
345
$32K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
35.9KNew |
$2.73M - $3.38M
|
35.9K
$3.34M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$38K - $47K
|
500
$46.4K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
6.37KNew |
$485K - $599K
|
6.37K
$591K
|
|
| Q3 2022 | |||||||
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7K- 34.83% |
$472K - $589K
|
13.1K
$1.22M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-601Closed |
$40.6K - $50.5K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
574+ 1.86% |
$38.7K - $48.3K
|
31.5K
$2.92M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
207K+ 5.07% |
$14M - $17.4M
|
4.29M
$398M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-225Closed |
$15.2K - $18.9K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2K- 7.93% |
$135K - $168K
|
23.2K
$2.16M
|
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-5K- 20.0% |
$337K - $420K
|
20K
$1.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-6.97K- 3.18% |
$470K - $586K
|
212K
$19.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.8K - $13.5K
|
160
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.58K+ 174.18% |
$511K - $637K
|
11.9K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-103- 35.15% |
$6.95K - $8.66K
|
190
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.83K+ 124.59% |
$258K - $322K
|
6.9K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.8KClosed |
$799K - $995K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
100KNew |
$6.75M - $8.41M
|
100K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.9K- 1.27% |
$263K - $328K
|
302K
$28.1M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-199K- 60.24% |
$13.4M - $16.7M
|
131K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$101K - $126K
|
1.5K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
32.1K+ 57.94% |
$2.16M - $2.7M
|
87.4K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$16.9K - $21K
|
250
$23.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
530+ 3.09% |
$35.8K - $44.6K
|
17.7K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
995+ 33.45% |
$67.2K - $83.7K
|
3.97K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
75KNew |
$5.06M - $6.31M
|
75K
$6.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
CALL |
-250K- 55.56% |
$16.9M - $21M
|
200K
$18.6M
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
100KNew |
$6.75M - $8.41M
|
100K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
PUT |
4.48MNew |
$302M - $377M
|
4.48M
$416M
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.35M - $1.68M
|
20K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
34.3K+ 254.31% |
$2.32M - $2.88M
|
47.8K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
BUY
|
PUT |
3MNew |
$202M - $252M
|
3M
$279M
|
|
|
Nov 14, 2022
Q3 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
CALL |
2.09M+ 557.79% |
$141M - $176M
|
2.47M
$229M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
221+ 0.5% |
$14.9K - $18.6K
|
44.3K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
40KNew |
$2.7M - $3.36M
|
40K
$3.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$252K - $314K
|
3.74K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.41K- 2.24% |
$163K - $203K
|
106K
$9.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
200K+ 24.19% |
$13.5M - $16.8M
|
1.03M
$95.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
200K+ 24.19% |
$13.5M - $16.8M
|
1.03M
$95.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
275+ 15.94% |
$18.6K - $23.1K
|
2K
$186K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
722+ 20.16% |
$48.7K - $60.7K
|
4.3K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37+ 0.37% |
$2.5K - $3.11K
|
10K
$929K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-34- 4.94% |
$2.29K - $2.86K
|
654
$60.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.14KNew |
$347K - $432K
|
5.14K
$477K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-53- 1.99% |
$3.58K - $4.46K
|
2.61K
$242K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
153New |
$10.3K - $12.9K
|
153
$14.2K
|
|