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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-2.51K- 6.76% |
$215K - $236K
|
34.6K
$2.84M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.37KNew |
$288K - $316K
|
3.37K
$276K
|
|
|
May 23, 2025
Q1 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
192KNew |
$16.5M - $18.1M
|
192K
$15.8M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
58New |
$4.97K - $5.45K
|
58
$4.76K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.78K+ 8.54% |
$324K - $355K
|
48K
$3.94M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.73K- 14.51% |
$148K - $163K
|
10.2K
$837K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.4K- 16.75% |
$1.4M - $1.54M
|
81.3K
$6.66M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2- 0.03% |
$171 - $188
|
7.65K
$627K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-425- 5.74% |
$36.4K - $39.9K
|
6.98K
$572K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-185- 6.65% |
$15.9K - $17.4K
|
2.6K
$213K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.2K+ 230.35% |
$788K - $864K
|
13.2K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
166+ 2.51% |
$14.2K - $15.6K
|
6.78K
$556K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.2K+ 193.55% |
$1.05M - $1.15M
|
18.5K
$1.52M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 1.62% |
$4.29K - $4.7K
|
3.04K
$249K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
713New |
$61.1K - $67K
|
713
$58.5K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-14.2K- 23.14% |
$1.21M - $1.33M
|
47.1K
$3.86M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.72K+ 32.52% |
$148K - $162K
|
7.02K
$576K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.26K- 15.47% |
$708K - $776K
|
45.1K
$3.7M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
396+ 6.31% |
$33.9K - $37.2K
|
6.67K
$547K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
120K+ 137.32% |
$10.3M - $11.3M
|
207K
$17M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12K- 22.27% |
$1.03M - $1.13M
|
42K
$3.44M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-32- 0.65% |
$2.74K - $3.01K
|
4.89K
$401K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
45.2KNew |
$3.87M - $4.24M
|
45.2K
$3.7M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-158- 70.22% |
$13.5K - $14.8K
|
67
$5.49K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-105K- 95.13% |
$9M - $9.86M
|
5.37K
$441K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 3.17% |
$1.03K - $1.13K
|
390
$32K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 0.67% |
$4.29K - $4.7K
|
7.39K
$606K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
66+ 8.89% |
$5.66K - $6.2K
|
808
$66.2K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-662K- 8.25% |
$56.7M - $62.2M
|
7.36M
$604M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
599KNew |
$51.3M - $56.2M
|
599K
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-17.3K- 30.06% |
$1.48M - $1.62M
|
40.2K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-242K- 38.44% |
$20.8M - $22.8M
|
388K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-118K- 69.25% |
$10.1M - $11.1M
|
52.5K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-26.4K- 27.94% |
$2.26M - $2.48M
|
68K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
112K+ 60.49% |
$9.59M - $10.5M
|
297K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.29K+ 3.43% |
$624K - $685K
|
220K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
269K+ 1664.92% |
$23.1M - $25.3M
|
286K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3K- 37.5% |
$257K - $282K
|
5K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-60- 13.04% |
$5.14K - $5.64K
|
400
$32.8K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-31.1K- 33.23% |
$2.67M - $2.92M
|
62.5K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-78- 34.98% |
$6.68K - $7.33K
|
145
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.7K- 99.92% |
$1.94M - $2.13M
|
19
$1.56K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.61K- 15.16% |
$738K - $809K
|
48.2K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.13K- 11.32% |
$183K - $201K
|
16.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.17M+ 717.11% |
$101M - $110M
|
1.34M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
22.9K+ 72.83% |
$1.96M - $2.15M
|
54.3K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 15.29% |
$5.4K - $5.92K
|
475
$38.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-507K- 99.98% |
$43.5M - $47.7M
|
100
$8.2K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
26.3KNew |
$2.25M - $2.47M
|
26.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.21K- 1.65% |
$104K - $114K
|
71.9K
$5.9M
|