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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
470+ 3.03% |
$37.6K - $44.4K
|
16K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
319New |
$25.5K - $30.1K
|
319
$29.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
250New |
$20K - $23.6K
|
250
$23K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
203+ 47.1% |
$16.2K - $19.2K
|
634
$58.3K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
154+ 3.57% |
$12.3K - $14.5K
|
4.47K
$411K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
75New |
$5.99K - $7.08K
|
75
$6.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.69% |
$3.28K - $3.87K
|
5.99K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
11+ 0.26% |
$879 - $1.04K
|
4.25K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2+ 0.08% |
$160 - $189
|
2.5K
$230K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.29MNew |
$105M - $119M
|
1.29M
$119M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
84.4KNew |
$6.86M - $7.77M
|
84.4K
$7.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
62.1KNew |
$5.04M - $5.71M
|
62.1K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
58.7K+ 133.11% |
$4.77M - $5.4M
|
103K
$9.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
52.3KNew |
$4.25M - $4.81M
|
52.3K
$4.81M
|
|
|
Jul 09, 2025
Q4 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
52.2KNew |
$4.24M - $4.8M
|
52.2K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
49.7K+ 382.16% |
$4.04M - $4.57M
|
62.7K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
44.5KNew |
$3.61M - $4.09M
|
44.5K
$4.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$3.21M - $3.64M
|
39.5K
$3.64M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
37.5KNew |
$3.05M - $3.45M
|
37.5K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
37.2KNew |
$3.02M - $3.42M
|
37.2K
$3.43M
|
|
|
Aug 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
- |
34.9KNew |
$2.83M - $3.21M
|
34.9K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30KNew |
$2.44M - $2.76M
|
30K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.92M - $2.18M
|
23.7K
$2.18M
|
|
|
Aug 13, 2025
Q4 2023
|
Rk Capital Management, Llc/Fl
Weston, FL |
BUY
|
PUT |
23.2KNew |
$1.88M - $2.13M
|
23.2K
$2.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
22.1K+ 837.76% |
$1.79M - $2.03M
|
24.7K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Murchinson Ltd.
Toronto, A6 |
BUY
|
- |
21.3K+ 21.25% |
$1.73M - $1.95M
|
121K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
20KNew |
$1.62M - $1.84M
|
20K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
19.2KNew |
$1.56M - $1.77M
|
19.2K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
18.1KNew |
$1.47M - $1.66M
|
18.1K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
15.1KNew |
$1.22M - $1.39M
|
15.1K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.9KNew |
$1.13M - $1.28M
|
13.9K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
13.1K+ 297.73% |
$1.06M - $1.2M
|
17.5K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9KNew |
$966K - $1.09M
|
11.9K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
10.1K+ 6.9% |
$821K - $930K
|
157K
$14.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
10KNew |
$812K - $920K
|
10K
$920K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.37K+ 33.28% |
$598K - $677K
|
29.5K
$2.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.62K+ 188.61% |
$538K - $609K
|
10.1K
$932K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
6.42KNew |
$522K - $591K
|
6.42K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.34KNew |
$515K - $583K
|
6.34K
$583K
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.6KNew |
$374K - $423K
|
4.6K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
4.51K+ 101.58% |
$366K - $414K
|
8.94K
$823K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.62KNew |
$294K - $333K
|
3.62K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.51KNew |
$285K - $322K
|
3.51K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$276K - $313K
|
3.41K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3K+ 93.75% |
$244K - $276K
|
6.2K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.77KNew |
$225K - $254K
|
2.77K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$219K - $248K
|
2.69K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.61KNew |
$212K - $240K
|
2.61K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.49K+ 1.94% |
$202K - $229K
|
131K
$12M
|
|