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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.98% |
$76.1 - $94.1
|
103
$9.53K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Baymount Management LP
Miami, FL |
BUY
|
PUT |
4.48MNew |
$302M - $377M
|
4.48M
$415M
|
|
|
Nov 14, 2022
Q3 2022
|
Maple Rock Capital Partners Inc.
Toronto, A6 |
BUY
|
PUT |
3MNew |
$202M - $252M
|
3M
$278M
|
|
|
Nov 14, 2022
Q3 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
CALL |
2.09M+ 557.79% |
$141M - $176M
|
2.47M
$228M
|
|
|
Nov 01, 2022
Q3 2022
|
Boundary Creek Advisors LP
|
BUY
|
CALL |
600KNew |
$40.5M - $50.5M
|
600K
$55.5M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
207K+ 5.07% |
$14M - $17.4M
|
4.29M
$397M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
200K+ 24.19% |
$13.5M - $16.8M
|
1.03M
$95M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
200K+ 24.19% |
$13.5M - $16.8M
|
1.03M
$95M
|
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
159KNew |
$10.8M - $13.4M
|
159K
$14.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
157K+ 1109.85% |
$10.6M - $13.2M
|
171K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Inherent Group, LP
New York, NY |
BUY
|
PUT |
100KNew |
$6.75M - $8.41M
|
100K
$9.25M
|
|
|
Nov 14, 2022
Q3 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
100KNew |
$6.75M - $8.41M
|
100K
$9.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
82.7KNew |
$5.58M - $6.96M
|
82.7K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
75KNew |
$5.06M - $6.31M
|
75K
$6.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
40KNew |
$2.7M - $3.36M
|
40K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
34.3K+ 254.31% |
$2.32M - $2.88M
|
47.8K
$4.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
32.1K+ 57.94% |
$2.16M - $2.7M
|
87.4K
$8.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
25KNew |
$1.69M - $2.1M
|
25K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Castle Knight Management LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.35M - $1.68M
|
20K
$1.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
19KNew |
$1.28M - $1.6M
|
19K
$1.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
14.2KNew |
$959K - $1.2M
|
14.2K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
7.58K+ 174.18% |
$511K - $637K
|
11.9K
$1.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
6.25KNew |
$422K - $526K
|
6.25K
$578K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.14KNew |
$347K - $432K
|
5.14K
$475K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
3.92KNew |
$265K - $330K
|
3.92K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
3.83K+ 124.59% |
$258K - $322K
|
6.9K
$638K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.74KNew |
$252K - $314K
|
3.74K
$346K
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.5KNew |
$236K - $294K
|
3.5K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.29KNew |
$222K - $276K
|
3.29K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.95KNew |
$199K - $248K
|
2.95K
$273K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.43K+ 1.55% |
$164K - $204K
|
159K
$14.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
1.85K+ 1.04% |
$125K - $156K
|
180K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.5KNew |
$101K - $126K
|
1.5K
$139K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.37KNew |
$92.3K - $115K
|
1.37K
$126K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.29KNew |
$86.9K - $108K
|
1.29K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
995+ 33.45% |
$67.2K - $83.7K
|
3.97K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
722+ 20.16% |
$48.7K - $60.7K
|
4.3K
$398K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
574+ 1.86% |
$38.7K - $48.3K
|
31.5K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
530+ 3.09% |
$35.8K - $44.6K
|
17.7K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
338+ 3.15% |
$22.8K - $28.4K
|
11.1K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
PUT |
275+ 15.94% |
$18.6K - $23.1K
|
2K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
250New |
$16.9K - $21K
|
250
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
221+ 0.5% |
$14.9K - $18.6K
|
44.3K
$4.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
203New |
$13.7K - $17.1K
|
203
$18.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
191+ 4.01% |
$12.9K - $16.1K
|
4.96K
$459K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
170+ 3.5% |
$11.5K - $14.3K
|
5.03K
$465K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
160New |
$10.8K - $13.5K
|
160
$14.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
153New |
$10.3K - $12.9K
|
153
$14.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
88New |
$5.94K - $7.4K
|
88
$8.14K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37+ 0.37% |
$2.5K - $3.11K
|
10K
$925K
|
|