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 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$20K - $23.3K
|
240
$22.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
237New |
$19.7K - $23.1K
|
237
$21.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225New |
$18.7K - $21.9K
|
225
$20.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
210New |
$17.5K - $20.4K
|
210
$19.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$18.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
143New |
$11.9K - $13.9K
|
143
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
110New |
$9.17K - $10.7K
|
110
$10.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$8.67K - $10.1K
|
3.27K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$6.5K - $7.59K
|
78
$7.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$6.25K - $7.3K
|
75
$6.9K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
44New |
$3.67K - $4.28K
|
44
$4.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
44+ 2.06% |
$3.67K - $4.28K
|
2.18K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
44+ 54.32% |
$3.67K - $4.28K
|
125
$11.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
$3K - $3.5K
|
36
$3.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 50.98% |
$2.17K - $2.53K
|
77
$7.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.14K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
10+ 0.11% |
$833 - $973
|
9.44K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.81% |
$833 - $973
|
1.24K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.18% |
$667 - $778
|
4.52K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$583 - $681
|
2.49K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 1.03% |
$167 - $195
|
196
$18K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1New |
$83.3 - $97.3
|
1
$92
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Point State Capital LP
New York, NY |
BUY
|
PUT |
1.7MNew |
$143M - $159M
|
1.7M
$156M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
1.5MNew |
$127M - $140M
|
1.5M
$138M
|
|
|
Nov 14, 2024
Q3 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
1MNew |
$84.4M - $93.4M
|
1M
$92M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
278K+ 106.47% |
$23.5M - $26M
|
540K
$49.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
150KNew |
$12.7M - $14M
|
150K
$13.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
130K+ 39.24% |
$11M - $12.1M
|
462K
$42.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
95.4K+ 2442.49% |
$8.05M - $8.91M
|
99.3K
$9.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
60K+ 10.17% |
$5.06M - $5.6M
|
650K
$59.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
59.3KNew |
$5M - $5.54M
|
59.3K
$5.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
56KNew |
$4.72M - $5.23M
|
56K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
52.3KNew |
$4.41M - $4.88M
|
52.3K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
52.3KNew |
$4.41M - $4.88M
|
52.3K
$4.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
44K+ 104.76% |
$3.71M - $4.11M
|
86.1K
$7.92M
|
|
|
Nov 15, 2024
Q3 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
CALL |
25KNew |
$2.11M - $2.33M
|
25K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
25KNew |
$2.11M - $2.33M
|
25K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15.2K+ 286.44% |
$1.28M - $1.42M
|
20.5K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
12.6K+ 4.22% |
$1.06M - $1.17M
|
310K
$28.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.5KNew |
$971K - $1.08M
|
11.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
11.4KNew |
$959K - $1.06M
|
11.4K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$844K - $934K
|
10K
$920K
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
9.2KNew |
$776K - $859K
|
9.2K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
7.39KNew |
$623K - $690K
|
7.39K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.88K+ 215.07% |
$580K - $643K
|
10.1K
$927K
|
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
5.5K+ 22.63% |
$464K - $514K
|
29.8K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.45K+ 31.6% |
$460K - $509K
|
22.7K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
4.62KNew |
$390K - $431K
|
4.62K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
3.86K+ 6.59% |
$326K - $361K
|
62.5K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.78KNew |
$318K - $353K
|
3.78K
$347K
|
|