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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
SELL
|
PUT |
-51.6K- 48.5% |
$3.65M - $4.76M
|
54.8K
$5.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
100KNew |
$7.07M - $9.23M
|
100K
$9.29M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.76K+ 13.97% |
$125K - $163K
|
14.4K
$1.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-20KClosed |
$1.41M - $1.85M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Nine Masts Capital LTD
|
SELL
|
PUT |
-300KClosed |
$21.2M - $27.7M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-150Closed |
$10.6K - $13.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.03KNew |
$214K - $280K
|
3.03K
$282K
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-115- 3.51% |
$8.13K - $10.6K
|
3.16K
$293K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$848 - $1.11K
|
12
$1.11K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-285- 47.82% |
$20.1K - $26.3K
|
311
$28.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.1K- 79.12% |
$714K - $932K
|
2.67K
$247K
|
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-800KClosed |
$56.5M - $73.8M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.38K- 23.27% |
$97.5K - $127K
|
4.55K
$423K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.7K- 17.41% |
$191K - $250K
|
12.8K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-61.2KClosed |
$4.32M - $5.65M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-98Closed |
$6.92K - $9.04K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-19KClosed |
$1.35M - $1.76M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
217New |
$15.3K - $20K
|
217
$20.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-20.2KClosed |
$1.43M - $1.86M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-32Closed |
$2.26K - $2.95K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.3KNew |
$586K - $766K
|
8.3K
$771K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
4.97KNew |
$351K - $459K
|
4.97K
$462K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.33K- 24.06% |
$165K - $215K
|
7.35K
$683K
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
4.34KNew |
$307K - $401K
|
4.34K
$403K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-11.3KClosed |
$799K - $1.04M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-11.6KClosed |
$821K - $1.07M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.64KClosed |
$116K - $151K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
6.14K+ 31.26% |
$434K - $567K
|
25.8K
$2.39M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-257Closed |
$18.2K - $23.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
13.7KNew |
$965K - $1.26M
|
13.7K
$1.27M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.36K- 32.41% |
$96K - $125K
|
2.83K
$263K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.26K+ 2522.0% |
$89.1K - $116K
|
1.31K
$122K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
CALL |
500New |
$35.3K - $46.1K
|
500
$46.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5KClosed |
$353K - $461K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
750+ 14.15% |
$53K - $69.2K
|
6.05K
$562K
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-275- 5.73% |
$19.4K - $25.4K
|
4.53K
$420K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.3K- 9.86% |
$92.1K - $120K
|
11.9K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-19.9K- 26.25% |
$1.41M - $1.84M
|
56K
$5.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.37% |
$72.1K - $94.1K
|
17K
$1.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.57K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.08KClosed |
$217K - $284K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-4.4KClosed |
$311K - $406K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-291Closed |
$20.6K - $26.9K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
869+ 31.42% |
$61.4K - $80.2K
|
3.64K
$338K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
1.25KNew |
$88K - $115K
|
1.25K
$116K
|
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.43KClosed |
$384K - $501K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
868New |
$61.3K - $80.1K
|
868
$80.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-56Closed |
$3.96K - $5.17K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
13+ 1.37% |
$919 - $1.2K
|
964
$89.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-136KClosed |
$9.64M - $12.6M
|
0
$0
|