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 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.18KNew |
$320K - $365K
|
4.18K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.07K+ 184.86% |
$311K - $355K
|
6.27K
$537K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
3.78KNew |
$290K - $330K
|
3.78K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$268K - $305K
|
3.5K
$300K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.3KNew |
$252K - $288K
|
3.3K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
2.82KNew |
$216K - $246K
|
2.82K
$241K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
BUY
|
- |
2.6KNew |
$199K - $227K
|
2.6K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
2KNew |
$153K - $174K
|
2K
$171K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$137K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.6KNew |
$122K - $139K
|
1.6K
$137K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.55K+ 123.8% |
$118K - $135K
|
2.79K
$239K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.37KNew |
$105K - $120K
|
1.37K
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
944New |
$72.3K - $82.3K
|
944
$80.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
925New |
$70.8K - $80.7K
|
925
$79.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
520New |
$39.8K - $45.4K
|
520
$44.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
516+ 40.12% |
$39.5K - $45K
|
1.8K
$154K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$338K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
357+ 9.96% |
$27.3K - $31.1K
|
3.94K
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
280New |
$21.4K - $24.4K
|
280
$24K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
277+ 2.27% |
$21.2K - $24.2K
|
12.5K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
261New |
$20K - $22.8K
|
261
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
202+ 2.72% |
$15.5K - $17.6K
|
7.64K
$655K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
200New |
$15.3K - $17.4K
|
200
$17.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
137+ 10.22% |
$10.5K - $12K
|
1.48K
$127K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
108New |
$8.27K - $9.42K
|
108
$9.26K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
108New |
$8.27K - $9.42K
|
108
$9.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
81+ 3.26% |
$6.2K - $7.07K
|
2.56K
$220K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
41+ 0.4% |
$3.14K - $3.58K
|
10.2K
$873K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31+ 18.34% |
$2.37K - $2.7K
|
200
$17.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
27+ 1.13% |
$2.07K - $2.36K
|
2.41K
$207K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8+ 0.28% |
$613 - $698
|
2.91K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$460 - $523
|
9.54K
$818K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.85% |
$230 - $262
|
358
$30.7K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 1.92% |
$76.6 - $87.2
|
53
$4.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
1New |
$76.6 - $87.2
|
1
$85.7
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.97% |
$76.6 - $87.2
|
104
$8.91K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$76.6 - $87.2
|
4.29K
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$76.6 - $87.2
|
641
$54.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Matrix Capital Management Company, LP
Waltham, MA |
BUY
|
- |
933K+ 266.91% |
$71.8M - $86.8M
|
1.28M
$110M
|
|
|
May 12, 2023
Q1 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
PUT |
630KNew |
$48.5M - $58.7M
|
630K
$54M
|
|
|
Apr 13, 2023
Q1 2023
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
611K+ 39.41% |
$47M - $56.9M
|
2.16M
$185M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
480KNew |
$36.9M - $44.7M
|
480K
$41.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
178KNew |
$13.7M - $16.6M
|
178K
$15.3M
|
|
|
May 05, 2023
Q1 2023
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
147KNew |
$11.3M - $13.7M
|
147K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
140KNew |
$10.8M - $13M
|
140K
$12M
|
|
|
Apr 24, 2023
Q1 2023
|
Iyo Bank, Ltd.
|
BUY
|
- |
76KNew |
$5.85M - $7.08M
|
76K
$6.51M
|
|
|
May 12, 2023
Q1 2023
|
Scoggin Management LP
New York, NY |
BUY
|
CALL |
75KNew |
$5.77M - $6.98M
|
75K
$6.43M
|
|
|
May 12, 2023
Q1 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
CALL |
70KNew |
$5.39M - $6.52M
|
70K
$6M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
57KNew |
$4.39M - $5.31M
|
57K
$4.88M
|
|