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 |
|---|---|---|---|---|---|---|---|
|
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
$334K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
1.25KNew |
$88K - $115K
|
1.25K
$115K
|
|
|
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
$79.9K
|
|
|
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
$88.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-136KClosed |
$9.64M - $12.6M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
74New |
$5.23K - $6.83K
|
74
$6.81K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-18.4KClosed |
$1.3M - $1.7M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-40- 2.05% |
$2.83K - $3.69K
|
1.91K
$176K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.52K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-778Closed |
$55K - $71.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
3.14KNew |
$222K - $290K
|
3.14K
$289K
|
|
|
Jul 15, 2022
Q2 2022
|
Newfound Research LLC
|
SELL
|
- |
-6.77KClosed |
$478K - $624K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.91KNew |
$347K - $453K
|
4.91K
$452K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-255Closed |
$18K - $23.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
67New |
$4.73K - $6.18K
|
67
$6.17K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-22.1K- 38.47% |
$1.56M - $2.04M
|
35.3K
$3.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
9.57K+ 9.33% |
$676K - $883K
|
112K
$10.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.3KClosed |
$91.5K - $120K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-59K- 98.73% |
$4.17M - $5.45M
|
762
$70.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
209+ 0.95% |
$14.8K - $19.3K
|
22.3K
$2.05M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
32.2KNew |
$2.28M - $2.97M
|
32.2K
$2.97M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3KNew |
$212K - $277K
|
3K
$276K
|
|
| Q1 2022 | |||||||
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
123KNew |
$7.02M - $9.66M
|
123K
$11.3M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
866New |
$49.6K - $68.2K
|
866
$79.7K
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-26.8KClosed |
$1.53M - $2.11M
|
0
$0
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-33.5KClosed |
$1.92M - $2.64M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Littlejohn & CO LLC
|
SELL
|
CALL |
-200KClosed |
$11.4M - $15.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
14.7KNew |
$841K - $1.16M
|
14.7K
$1.35M
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
300KNew |
$17.2M - $23.6M
|
300K
$27.6M
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-233KClosed |
$13.3M - $18.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldentree Asset Management LP
New York, NY |
SELL
|
CALL |
-2.6MClosed |
$149M - $205M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Oaktop Capital Management Ii, L.P.
Chatham, NJ |
SELL
|
- |
-100KClosed |
$5.72M - $7.88M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.91KClosed |
$281K - $386K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
PUT |
-125KClosed |
$7.15M - $9.84M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-101Closed |
$5.78K - $7.95K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-131Closed |
$7.5K - $10.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-2.24MClosed |
$128M - $176M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
114New |
$6.52K - $8.98K
|
114
$10.5K
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
PUT |
525KNew |
$30M - $41.3M
|
525K
$48.3M
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-9.43KClosed |
$539K - $742K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Atalaya Capital Management LP
New York, NY |
SELL
|
PUT |
-925KClosed |
$52.9M - $72.8M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-80KClosed |
$4.58M - $6.3M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-11.9K- 44.2% |
$680K - $936K
|
15K
$1.38M
|
|
|
May 13, 2022
Q1 2022
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
SELL
|
- |
-1.1KClosed |
$62.9K - $86.6K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
PUT |
-100- 16.67% |
$5.72K - $7.88K
|
500
$46K
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-16Closed |
$916 - $1.26K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5KClosed |
$286K - $394K
|
0
$0
|
|