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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
4.48KNew |
$354K - $418K
|
4.48K
$412K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.4KNew |
$348K - $411K
|
4.4K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.26KNew |
$337K - $398K
|
4.26K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
4KNew |
$316K - $373K
|
4K
$368K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.74KNew |
$296K - $349K
|
3.74K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
3.64KNew |
$288K - $340K
|
3.64K
$335K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.44KNew |
$272K - $321K
|
3.44K
$316K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.14K+ 118.07% |
$248K - $293K
|
5.79K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3.05KNew |
$241K - $285K
|
3.05K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
PUT |
3KNew |
$237K - $280K
|
3K
$276K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.82KNew |
$223K - $263K
|
2.82K
$260K
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
2.71KNew |
$214K - $253K
|
2.71K
$249K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.63KNew |
$208K - $246K
|
2.63K
$242K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.56KNew |
$202K - $239K
|
2.56K
$235K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.54KNew |
$201K - $238K
|
2.54K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
2.45KNew |
$193K - $228K
|
2.45K
$225K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.29KNew |
$181K - $214K
|
2.29K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$208K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.24KNew |
$177K - $209K
|
2.24K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.21KNew |
$175K - $207K
|
2.21K
$204K
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.74K+ 68.62% |
$138K - $163K
|
4.28K
$394K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45KNew |
$115K - $135K
|
1.45K
$133K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.24KNew |
$97.8K - $115K
|
1.24K
$114K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.22K+ 12.11% |
$96.6K - $114K
|
11.3K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.06K+ 4.34% |
$83.9K - $99.1K
|
25.5K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1KNew |
$79.2K - $93.5K
|
1K
$92.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
CALL |
800New |
$63.3K - $74.7K
|
800
$73.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
583+ 9.17% |
$46.1K - $54.4K
|
6.94K
$639K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
581New |
$46K - $54.2K
|
581
$53.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
576+ 12.79% |
$45.6K - $53.8K
|
5.08K
$467K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
573New |
$45.3K - $53.5K
|
573
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
500+ 20.0% |
$39.5K - $46.7K
|
3K
$276K
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 4.6% |
$31.6K - $37.3K
|
9.1K
$837K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
311New |
$24.6K - $29K
|
311
$28.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
300New |
$23.7K - $28K
|
300
$27.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
189+ 2.13% |
$14.9K - $17.6K
|
9.05K
$833K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
130+ 4.01% |
$10.3K - $12.1K
|
3.37K
$310K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$7.91K - $9.34K
|
100
$9.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
100New |
$7.91K - $9.34K
|
100
$9.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
80+ 40.0% |
$6.33K - $7.47K
|
280
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
33+ 0.75% |
$2.61K - $3.08K
|
4.43K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
26New |
$2.06K - $2.43K
|
26
$2.39K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
400KNew |
$30.6M - $34.9M
|
400K
$36.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
370K+ 3479.91% |
$28.3M - $32.3M
|
381K
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
200KNew |
$15.3M - $17.4M
|
200K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
121K+ 80.66% |
$9.24M - $10.5M
|
270K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
64.7KNew |
$4.96M - $5.64M
|
64.7K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
CALL |
62.5KNew |
$4.79M - $5.45M
|
62.5K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
60KNew |
$4.6M - $5.23M
|
60K
$5.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
40.7KNew |
$3.12M - $3.55M
|
40.7K
$3.75M
|
|