Latest Institutional Transactions on Energy Sector Spdr (XLE)
This table provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
130K+ 216.89% |
$9.94M - $12.2M
|
190K
$16.1M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-521K- 72.83% |
$39.8M - $49.1M
|
194K
$16.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.6K- 38.42% |
$4.18M - $5.14M
|
87.6K
$7.44M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.67K+ 45.07% |
$204K - $251K
|
8.59K
$729K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 77.35% |
$223K - $275K
|
6.7K
$569K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-108- 67.92% |
$8.26K - $10.2K
|
51
$4.33K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
661New |
$50.5K - $62.2K
|
661
$56.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30+ 0.99% |
$2.29K - $2.82K
|
3.07K
$261K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
29.9K+ 23.02% |
$2.28M - $2.81M
|
160K
$13.5M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21K- 30.32% |
$1.6M - $1.98M
|
48.2K
$4.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-173- 36.89% |
$13.2K - $16.3K
|
296
$25.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-30- 7.69% |
$2.29K - $2.82K
|
360
$30.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
24+ 0.36% |
$1.83K - $2.26K
|
6.67K
$567K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 0.16% |
$2.98K - $3.67K
|
24.9K
$2.11M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 13.35% |
$829K - $1.02M
|
92.1K
$7.82M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.68K- 61.46% |
$128K - $158K
|
1.05K
$89.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
39K+ 79.93% |
$2.98M - $3.67M
|
87.9K
$7.46M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
98K+ 13.94% |
$7.49M - $9.22M
|
801K
$68M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-13- 0.05% |
$994 - $1.22K
|
24K
$2.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-54.4K- 82.36% |
$4.16M - $5.12M
|
11.7K
$990K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
CALL |
243KNew |
$18.6M - $22.9M
|
243K
$20.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
27+ 0.14% |
$2.06K - $2.54K
|
18.9K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74M+ 10.66% |
$133M - $164M
|
18.1M
$1.53B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
79.9K+ 98.87% |
$6.11M - $7.52M
|
161K
$13.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
466K+ 83.39% |
$35.6M - $43.8M
|
1.02M
$87M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-44- 44.9% |
$3.36K - $4.14K
|
54
$4.59K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4New |
$306 - $377
|
4
$340
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-694- 9.39% |
$53K - $65.3K
|
6.7K
$569K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-817- 3.31% |
$62.5K - $76.9K
|
23.9K
$2.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.46K- 3.47% |
$111K - $137K
|
40.5K
$3.44M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-17- 11.81% |
$1.3K - $1.6K
|
127
$10.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$795K - $979K
|
10.4K
$884K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.92K+ 4.45% |
$453K - $557K
|
139K
$11.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-3.88K- 53.28% |
$296K - $365K
|
3.4K
$289K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4- 0.16% |
$306 - $377
|
2.56K
$217K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-112- 2.74% |
$8.56K - $10.5K
|
3.97K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-4.25M- 45.04% |
$325M - $401M
|
5.19M
$441M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-17.9K- 34.05% |
$1.37M - $1.68M
|
34.6K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
43.5KNew |
$3.33M - $4.09M
|
43.5K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
604+ 14.15% |
$46.2K - $56.9K
|
4.87K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-107- 1.05% |
$8.18K - $10.1K
|
10.1K
$859K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.16M- 86.95% |
$88.8M - $109M
|
174K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.3K- 10.16% |
$1.71M - $2.1M
|
197K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 10.0% |
$38.2K - $47.1K
|
5.5K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-283K- 97.37% |
$21.7M - $26.7M
|
7.66K
$651K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.75KNew |
$210K - $258K
|
2.75K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.29KNew |
$328K - $404K
|
4.29K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
449K+ 4.79% |
$34.3M - $42.3M
|
9.84M
$836M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-720K- 12.43% |
$55M - $67.7M
|
5.07M
$431M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 5.03% |
$288K - $355K
|
78.8K
$6.69M
|