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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
188K+ 6.94% |
$9.96M - $11.1M
|
2.89M
$266M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
131KNew |
$6.96M - $7.77M
|
131K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
- |
16.5KNew |
$875K - $976K
|
16.5K
$1.52M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
9.22KNew |
$489K - $546K
|
9.22K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
3.7KNew |
$196K - $219K
|
3.7K
$341K
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
3.57KNew |
$189K - $211K
|
3.57K
$329K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$184K - $205K
|
3.47K
$319K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1KNew |
$53K - $59.1K
|
1K
$92K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
1KNew |
$53K - $59.1K
|
1K
$92K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
598New |
$31.7K - $35.4K
|
598
$55K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
405New |
$21.5K - $24K
|
405
$37.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
323New |
$17.1K - $19.1K
|
323
$29.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
200New |
$10.6K - $11.8K
|
200
$18.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
100New |
$5.3K - $5.91K
|
100
$9.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
32New |
$1.7K - $1.89K
|
32
$2.94K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
BUY
|
CALL |
10MNew |
$458M - $548M
|
10M
$920M
|
|
|
Nov 12, 2021
Q3 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
PUT |
1.49MNew |
$68.2M - $81.7M
|
1.49M
$137M
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
707KNew |
$32.4M - $38.8M
|
707K
$65.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
292KNew |
$13.4M - $16M
|
292K
$26.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.49KNew |
$114K - $136K
|
2.49K
$229K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
200New |
$9.16K - $11K
|
200
$18.4K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Sculptor Capital LP
New York, NY |
BUY
|
CALL |
1M+ 50.0% |
$47.1M - $56.2M
|
3M
$276M
|
|
|
Aug 16, 2021
Q2 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
CALL |
38.6KNew |
$1.82M - $2.17M
|
38.6K
$3.55M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
32.3KNew |
$1.52M - $1.81M
|
32.3K
$2.97M
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
PUT |
13.1KNew |
$617K - $736K
|
13.1K
$1.21M
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
500New |
$23.5K - $28.1K
|
500
$46K
|
|
|
Aug 02, 2021
Q2 2021
|
Sns Financial Group, LLC
|
BUY
|
CALL |
300New |
$14.1K - $16.9K
|
300
$27.6K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
250+ 9.62% |
$11.8K - $14K
|
2.85K
$262K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
100New |
$4.71K - $5.62K
|
100
$9.2K
|
|
|
Jul 26, 2021
Q2 2021
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100+ 16.67% |
$4.71K - $5.62K
|
700
$64.4K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
CALL |
1.24MNew |
$47.1M - $66.4M
|
1.24M
$114M
|
|
|
May 12, 2021
Q1 2021
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$3.8M - $5.36M
|
100K
$9.2M
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
CALL |
1KNew |
$38K - $53.6K
|
1K
$92K
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
CALL |
400New |
$15.2K - $21.4K
|
400
$36.8K
|
|
|
May 11, 2021
Q1 2021
|
First National Bank Of South Miami
|
BUY
|
- |
110+ 23.4% |
$4.18K - $5.89K
|
580
$53.4K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
165KNew |
$4.56M - $6.85M
|
165K
$15.1M
|
|
|
Jan 29, 2021
Q4 2020
|
High Tower Trust Services, Lta
|
BUY
|
- |
37.5KNew |
$1.04M - $1.56M
|
37.5K
$3.45M
|
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
CALL |
32.8KNew |
$909K - $1.36M
|
32.8K
$3.02M
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
26.3K+ 19.7% |
$729K - $1.09M
|
160K
$14.7M
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.1KNew |
$279K - $419K
|
10.1K
$927K
|
|
|
Feb 03, 2021
Q4 2020
|
Rye Brook Capital LLC
|
BUY
|
CALL |
3.42KNew |
$94.8K - $142K
|
3.42K
$315K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
175New |
$4.85K - $7.28K
|
175
$16.1K
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Conning Inc.
|
BUY
|
- |
33KNew |
$988K - $1.27M
|
33K
$3.04M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
20.6KNew |
$618K - $797K
|
20.6K
$1.9M
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
CALL |
1.1KNew |
$33K - $42.6K
|
1.1K
$101K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43.6K+ 147.31% |
$1.2M - $2.04M
|
73.2K
$6.74M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
318New |
$8.78K - $14.9K
|
318
$29.3K
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
190KNew |
$10.6M - $11.8M
|
190K
$17.5M
|
|
|
Feb 13, 2020
Q4 2019
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30KNew |
$1.68M - $1.86M
|
30K
$2.76M
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2KNew |
$112K - $124K
|
2K
$184K
|
|