Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
CALL |
30KNew |
$2.64M - $2.94M
|
30K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
27.4KNew |
$2.41M - $2.69M
|
27.4K
$2.35M
|
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
26.9KNew |
$2.37M - $2.64M
|
26.9K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Scoggin Management LP
New York, NY |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25KNew |
$2.2M - $2.45M
|
25K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.7KNew |
$2.18M - $2.42M
|
24.7K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24KNew |
$2.11M - $2.35M
|
24K
$2.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
23.4K+ 78.86% |
$2.06M - $2.29M
|
53K
$4.54M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19.6K+ 322.01% |
$1.72M - $1.92M
|
25.7K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.8KNew |
$1.66M - $1.85M
|
18.8K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
17.5KNew |
$1.54M - $1.72M
|
17.5K
$1.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
17KNew |
$1.49M - $1.66M
|
17K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.48M - $1.64M
|
16.8K
$1.44M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14.7K+ 629.98% |
$1.3M - $1.44M
|
17.1K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
13KNew |
$1.14M - $1.28M
|
13K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13KNew |
$1.14M - $1.27M
|
13K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.2KNew |
$1.07M - $1.2M
|
12.2K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.4KNew |
$918K - $1.02M
|
10.4K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
9.52K+ 332.76% |
$838K - $933K
|
12.4K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
9.25KNew |
$815K - $908K
|
9.25K
$793K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6.68KNew |
$588K - $655K
|
6.68K
$573K
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.35K+ 291.51% |
$559K - $623K
|
8.53K
$731K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.22K+ 4.11% |
$548K - $610K
|
157K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
6KNew |
$528K - $588K
|
6K
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
5.95K+ 9.39% |
$524K - $584K
|
69.3K
$5.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5.82K+ 119.84% |
$513K - $571K
|
10.7K
$915K
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.78K+ 172.14% |
$509K - $567K
|
9.13K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
5.73K+ 44.5% |
$504K - $562K
|
18.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$466K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.43KNew |
$478K - $533K
|
5.43K
$465K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.28K+ 4.01% |
$465K - $518K
|
137K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.12KNew |
$451K - $502K
|
5.12K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.83KNew |
$425K - $474K
|
4.83K
$414K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.58KNew |
$403K - $449K
|
4.58K
$392K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.23KNew |
$372K - $415K
|
4.23K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.85KNew |
$339K - $377K
|
3.85K
$330K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$298K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
3.48KNew |
$306K - $341K
|
3.48K
$298K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
3KNew |
$264K - $294K
|
3K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.88KNew |
$254K - $283K
|
2.88K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$246K - $274K
|
2.8K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.78KNew |
$244K - $272K
|
2.78K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.68K+ 5.82% |
$236K - $263K
|
48.8K
$4.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.55KNew |
$225K - $250K
|
2.55K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.43KNew |
$214K - $238K
|
2.43K
$208K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.34KNew |
$206K - $229K
|
2.34K
$200K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.28KNew |
$201K - $224K
|
2.28K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.26KNew |
$199K - $221K
|
2.26K
$193K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.22KNew |
$195K - $218K
|
2.22K
$190K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.2K+ 2.86% |
$193K - $215K
|
78.9K
$6.76M
|