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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.03KNew |
$214K - $279K
|
3.03K
$278K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.01K+ 521.84% |
$213K - $278K
|
3.59K
$330K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3KNew |
$212K - $277K
|
3K
$276K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
2.37KNew |
$167K - $219K
|
2.37K
$218K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
2.26KNew |
$160K - $209K
|
2.26K
$208K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.76K+ 13.97% |
$125K - $163K
|
14.4K
$1.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
1.26K+ 2522.0% |
$89.1K - $116K
|
1.31K
$121K
|
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
BUY
|
- |
1.25KNew |
$88K - $115K
|
1.25K
$115K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.02K+ 6.37% |
$72.1K - $94.1K
|
17K
$1.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
869+ 31.42% |
$61.4K - $80.2K
|
3.64K
$334K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
868New |
$61.3K - $80.1K
|
868
$79.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
673+ 24.76% |
$47.6K - $62.1K
|
3.39K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
CALL |
500New |
$35.3K - $46.1K
|
500
$46K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
500+ 7.71% |
$35.3K - $46.1K
|
6.99K
$643K
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
BUY
|
CALL |
500New |
$35.3K - $46.1K
|
500
$46K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
300New |
$21.2K - $27.7K
|
300
$27.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
217New |
$15.3K - $20K
|
217
$20K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
209+ 0.95% |
$14.8K - $19.3K
|
22.3K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
126New |
$8.9K - $11.6K
|
126
$11.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$7.07K - $9.23K
|
100
$9.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
88+ 1.45% |
$6.22K - $8.12K
|
6.18K
$568K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
74New |
$5.23K - $6.83K
|
74
$6.81K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
67New |
$4.73K - $6.18K
|
67
$6.17K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.52K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
60New |
$4.24K - $5.54K
|
60
$5.52K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
13+ 1.37% |
$919 - $1.2K
|
964
$88.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
12New |
$848 - $1.11K
|
12
$1.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
PUT |
525KNew |
$30M - $41.3M
|
525K
$48.3M
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
300KNew |
$17.2M - $23.6M
|
300K
$27.6M
|
|
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
123KNew |
$7.02M - $9.66M
|
123K
$11.3M
|
|
|
May 16, 2022
Q1 2022
|
David Einhorn
Greenlight Capital Inc | New York, Ny
|
BUY
|
- |
14.7KNew |
$841K - $1.16M
|
14.7K
$1.35M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
10KNew |
$572K - $788K
|
10K
$920K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
4.63KNew |
$265K - $364K
|
4.63K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
4.44KNew |
$254K - $349K
|
4.44K
$408K
|
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
3.2KNew |
$183K - $252K
|
3.2K
$294K
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$276K
|
|
|
Apr 11, 2022
Q1 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
3KNew |
$172K - $236K
|
3K
$276K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
PUT |
2K+ 200.0% |
$114K - $158K
|
3K
$276K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.91KNew |
$109K - $150K
|
1.91K
$176K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
866New |
$49.6K - $68.2K
|
866
$79.7K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
597New |
$34.2K - $47K
|
597
$54.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
PUT |
200New |
$11.4K - $15.8K
|
200
$18.4K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
114New |
$6.52K - $8.98K
|
114
$10.5K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$2.86K - $3.94K
|
50
$4.6K
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2New |
$114 - $158
|
2
$184
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
300K+ 60.0% |
$15.9M - $17.7M
|
800K
$73.6M
|
|
|
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
|
|