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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
360KNew |
$30M - $35M
|
360K
$33.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
138KNew |
$11.5M - $13.4M
|
138K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
132KNew |
$11M - $12.8M
|
132K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
123KNew |
$10.2M - $11.9M
|
123K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
100KNew |
$8.33M - $9.73M
|
100K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
90.1KNew |
$7.51M - $8.77M
|
90.1K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
89K+ 193.48% |
$7.42M - $8.66M
|
135K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
70.1KNew |
$5.84M - $6.82M
|
70.1K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$5.16M - $6.02M
|
61.9K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
60KNew |
$5M - $5.84M
|
60K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
50.8KNew |
$4.23M - $4.94M
|
50.8K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$4.17M - $4.86M
|
50K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
CALL |
50KNew |
$4.17M - $4.86M
|
50K
$4.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
46.2KNew |
$3.85M - $4.49M
|
46.2K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
35.9KNew |
$2.99M - $3.49M
|
35.9K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
CALL |
31.8KNew |
$2.65M - $3.09M
|
31.8K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
31.7KNew |
$2.64M - $3.08M
|
31.7K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.52M - $2.94M
|
30.2K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
25KNew |
$2.08M - $2.43M
|
25K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
23.9KNew |
$1.99M - $2.32M
|
23.9K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.86M - $2.18M
|
22.4K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
20.3KNew |
$1.69M - $1.98M
|
20.3K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18.5K+ 291.56% |
$1.54M - $1.8M
|
24.9K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.9KNew |
$1.24M - $1.45M
|
14.9K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
14.5KNew |
$1.21M - $1.41M
|
14.5K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
13.7KNew |
$1.14M - $1.33M
|
13.7K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.5K+ 92.05% |
$1.04M - $1.21M
|
26K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.1KNew |
$1.01M - $1.18M
|
12.1K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.42K+ 57.74% |
$785K - $916K
|
25.7K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
8.1K+ 16.91% |
$675K - $788K
|
56K
$5.15M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
7.51KNew |
$626K - $731K
|
7.51K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.74KNew |
$562K - $656K
|
6.74K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.46K+ 56.11% |
$538K - $628K
|
18K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
6KNew |
$500K - $584K
|
6K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.33KNew |
$444K - $518K
|
5.33K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
5KNew |
$417K - $486K
|
5K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
5KNew |
$416K - $486K
|
5K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.82KNew |
$402K - $469K
|
4.82K
$444K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.57K+ 9.7% |
$381K - $444K
|
51.6K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.26KNew |
$355K - $414K
|
4.26K
$392K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.9KNew |
$325K - $379K
|
3.9K
$359K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.73KNew |
$311K - $363K
|
3.73K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.67KNew |
$306K - $357K
|
3.67K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.5KNew |
$292K - $341K
|
3.5K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3K+ 5.7% |
$250K - $292K
|
55.7K
$5.13M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.96K+ 16.68% |
$247K - $288K
|
20.7K
$1.91M
|
|