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 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
37KNew |
$2.95M - $3.49M
|
37K
$3.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
34.4KNew |
$2.75M - $3.25M
|
34.4K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
30.3KNew |
$2.43M - $2.87M
|
30.3K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.8K+ 5.33% |
$1.82M - $2.15M
|
451K
$41.5M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
21.5KNew |
$1.71M - $2.03M
|
21.5K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
11.5KNew |
$919K - $1.09M
|
11.5K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11K+ 7.65% |
$877K - $1.04M
|
154K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
10.2K+ 186.84% |
$815K - $963K
|
15.7K
$1.44M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
10KNew |
$799K - $944K
|
10K
$920K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.91KNew |
$792K - $936K
|
9.91K
$912K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
8.36K+ 23.68% |
$668K - $789K
|
43.7K
$4.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8.21KNew |
$656K - $775K
|
8.21K
$755K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
7.95K+ 45.84% |
$635K - $750K
|
25.3K
$2.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.56K+ 47.42% |
$604K - $714K
|
23.5K
$2.16M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
6.95KNew |
$555K - $656K
|
6.95K
$640K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6.82K+ 12.17% |
$545K - $644K
|
62.9K
$5.79M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
CALL |
6.7KNew |
$535K - $633K
|
6.7K
$617K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.8K+ 85.57% |
$463K - $547K
|
12.6K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.18K+ 14.45% |
$414K - $489K
|
41K
$3.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.11KNew |
$408K - $483K
|
5.11K
$470K
|
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
3.5KNew |
$280K - $330K
|
3.5K
$322K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.4K+ 82.53% |
$272K - $321K
|
7.52K
$692K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.2K+ 11.28% |
$256K - $302K
|
31.6K
$2.91M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.01K+ 19.65% |
$241K - $284K
|
18.3K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.91KNew |
$232K - $275K
|
2.91K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.71KNew |
$217K - $256K
|
2.71K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.56KNew |
$204K - $241K
|
2.56K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.51KNew |
$201K - $237K
|
2.51K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.44KNew |
$195K - $230K
|
2.44K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
2.36KNew |
$189K - $223K
|
2.36K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$217K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.36KNew |
$188K - $222K
|
2.36K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.34KNew |
$187K - $221K
|
2.34K
$215K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.3KNew |
$183K - $217K
|
2.3K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
2.2KNew |
$176K - $208K
|
2.2K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
2.13KNew |
$170K - $201K
|
2.13K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.12KNew |
$170K - $200K
|
2.12K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.92K+ 5.91% |
$154K - $181K
|
34.4K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.15K+ 23.36% |
$91.7K - $108K
|
6.06K
$557K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.03K+ 170.83% |
$81.9K - $96.8K
|
1.63K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
713New |
$57K - $67.3K
|
713
$65.6K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
626New |
$50K - $59.1K
|
626
$57.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
542New |
$43.3K - $51.2K
|
542
$49.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
536+ 8.91% |
$42.8K - $50.6K
|
6.55K
$603K
|
|
|
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
|
|