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 16, 2021
Q4 2020
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-25KClosed |
$693K - $1.04M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$343K - $516K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-47.2KClosed |
$1.31M - $1.96M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Granite Point Capital Management, L.P.
|
SELL
|
CALL |
-400K- 80.0% |
$11.1M - $16.6M
|
100K
$9.24M
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-224Closed |
$6.21K - $9.32K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-10.6KClosed |
$293K - $440K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Rye Brook Capital LLC
|
BUY
|
CALL |
3.42KNew |
$94.8K - $142K
|
3.42K
$316K
|
|
|
Jan 29, 2021
Q4 2020
|
High Tower Trust Services, Lta
|
BUY
|
- |
37.5KNew |
$1.04M - $1.56M
|
37.5K
$3.47M
|
|
|
Jan 15, 2021
Q4 2020
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-202KClosed |
$5.59M - $8.39M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.1KNew |
$279K - $419K
|
10.1K
$931K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Nishkama Capital, LLC
Dorado, PR |
SELL
|
CALL |
-14KClosed |
$419K - $540K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
PUT |
-243KClosed |
$7.28M - $9.38M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-19.3KClosed |
$579K - $746K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Progeny 3, Inc.
Seattle, WA |
SELL
|
- |
-7.86KClosed |
$235K - $303K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-221KClosed |
$6.62M - $8.53M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
CALL |
-360KClosed |
$10.8M - $13.9M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-5.47KClosed |
$164K - $211K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Energy Opportunities Capital Management, LLC
Austin, TX |
SELL
|
- |
-5.6KClosed |
$168K - $216K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
1.1KNew |
$33K - $42.6K
|
1.1K
$102K
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-3.86KClosed |
$116K - $149K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-142Closed |
$4.25K - $5.48K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-79.4KClosed |
$2.38M - $3.06M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Wela Strategies, Inc.
|
SELL
|
- |
-10.5KClosed |
$314K - $404K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-5.73KClosed |
$171K - $221K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-500Closed |
$15K - $19.3K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
20.6KNew |
$618K - $797K
|
20.6K
$1.91M
|
|
|
Oct 21, 2020
Q3 2020
|
Conning Inc.
|
BUY
|
- |
33KNew |
$988K - $1.27M
|
33K
$3.05M
|
|
|
Oct 20, 2020
Q3 2020
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.69KClosed |
$110K - $142K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-315Closed |
$9.43K - $12.2K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-156Closed |
$4.67K - $6.02K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-191KClosed |
$5.72M - $7.37M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43.6K+ 147.31% |
$1.2M - $2.04M
|
73.2K
$6.77M
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$34.6K - $58.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-262Closed |
$7.24K - $12.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-12.2KClosed |
$336K - $570K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
CALL |
-225Closed |
$6.21K - $10.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-12KClosed |
$331K - $562K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-54Closed |
$1.49K - $2.53K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bell Bank
|
SELL
|
- |
-479KClosed |
$13.2M - $22.4M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-6.19KClosed |
$171K - $290K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.94KClosed |
$274K - $466K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-392Closed |
$10.8K - $18.4K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-188KClosed |
$5.2M - $8.82M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.03KClosed |
$28.3K - $48.1K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
318New |
$8.78K - $14.9K
|
318
$29.4K
|
|
|
Aug 06, 2020
Q2 2020
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-14.7KClosed |
$407K - $690K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-12.6KClosed |
$348K - $591K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-284Closed |
$7.84K - $13.3K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Bremer Bank National Association
|
SELL
|
- |
-72KClosed |
$1.99M - $3.37M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-3Closed |
$82.9 - $141
|
0
$0
|
|