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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
680+ 25.28% |
$52K - $64K
|
3.37K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
475+ 2.17% |
$36.3K - $44.7K
|
22.4K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.32K- 29.18% |
$177K - $218K
|
5.63K
$481K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 8.49% |
$68.8K - $84.7K
|
9.7K
$828K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-223- 2.58% |
$17K - $21K
|
8.43K
$719K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5.15K- 6.49% |
$393K - $484K
|
74.2K
$6.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-408- 14.28% |
$31.2K - $38.4K
|
2.45K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-172- 1.76% |
$13.1K - $16.2K
|
9.63K
$822K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-417- 5.33% |
$31.9K - $39.3K
|
7.41K
$633K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.15K+ 6.27% |
$87.6K - $108K
|
19.4K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-777- 8.87% |
$59.4K - $73.1K
|
7.99K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.18K- 9.7% |
$320K - $394K
|
39K
$3.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.16K+ 76.62% |
$394K - $485K
|
11.9K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
525+ 3.33% |
$40.1K - $49.4K
|
16.3K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-631- 0.61% |
$48.2K - $59.4K
|
103K
$8.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52KNew |
$116K - $143K
|
1.52K
$130K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.87K+ 23.06% |
$525K - $647K
|
36.7K
$3.13M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-31- 19.62% |
$2.37K - $2.92K
|
127
$10.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3.81K- 20.34% |
$291K - $359K
|
14.9K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.66% |
$1.61K - $1.98K
|
3.18K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-137- 3.04% |
$10.5K - $12.9K
|
4.38K
$374K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
263+ 10.47% |
$20.1K - $24.8K
|
2.78K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-617- 1.99% |
$47.2K - $58.1K
|
30.3K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
709+ 16.35% |
$54.2K - $66.7K
|
5.05K
$431K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-526- 5.37% |
$40.2K - $49.5K
|
9.28K
$792K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-184- 6.15% |
$14.1K - $17.3K
|
2.81K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.26K- 1.85% |
$325K - $401K
|
226K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 0.61% |
$1.3K - $1.6K
|
2.82K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
1KNew |
$76.4K - $94.1K
|
1K
$85.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 14.91% |
$5.2K - $6.4K
|
524
$44.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 9.96% |
$21.6K - $26.6K
|
2.56K
$218K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.4K- 48.03% |
$1.1M - $1.35M
|
15.5K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-121- 1.58% |
$9.25K - $11.4K
|
7.53K
$643K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.06K- 2.95% |
$81.3K - $100K
|
34.9K
$2.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.7K+ 45.01% |
$283K - $348K
|
11.9K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-712K- 99.58% |
$54.4M - $67M
|
3.01K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 0.62% |
$1.83K - $2.26K
|
3.87K
$331K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.04K+ 16.36% |
$232K - $286K
|
21.6K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 6.33% |
$15.3K - $18.8K
|
2.96K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-8.77K- 36.64% |
$670K - $825K
|
15.2K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.23K- 1.46% |
$247K - $304K
|
218K
$18.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-126- 2.26% |
$9.63K - $11.9K
|
5.44K
$464K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.61K- 6.32% |
$123K - $152K
|
23.9K
$2.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
303+ 3.28% |
$23.2K - $28.5K
|
9.53K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-373- 11.84% |
$28.5K - $35.1K
|
2.78K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
674+ 1.66% |
$51.5K - $63.4K
|
41.2K
$3.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64.8K- 86.64% |
$4.95M - $6.1M
|
9.99K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
9.14K+ 22.57% |
$699K - $861K
|
49.6K
$4.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.94K+ 46.46% |
$225K - $277K
|
9.27K
$791K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21K- 74.28% |
$1.61M - $1.98M
|
7.27K
$621K
|