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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
7.77KNew |
$666K - $730K
|
7.77K
$719K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.12KNew |
$610K - $669K
|
7.12K
$658K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
177+ 2.48% |
$15.2K - $16.6K
|
7.3K
$675K
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 0.96% |
$2.06K - $2.26K
|
2.48K
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-565- 1.2% |
$48.4K - $53.1K
|
46.7K
$4.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
10.8K+ 3.32% |
$928K - $1.02M
|
337K
$31.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-360- 2.23% |
$30.9K - $33.8K
|
15.8K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.67K- 23.34% |
$143K - $157K
|
5.49K
$508K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.12K+ 10.12% |
$96K - $105K
|
12.2K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
131+ 1.34% |
$11.2K - $12.3K
|
9.87K
$912K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-1.38K- 21.71% |
$119K - $130K
|
4.99K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-10- 0.19% |
$857 - $940
|
5.18K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13.9K- 70.58% |
$1.2M - $1.31M
|
5.81K
$537K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
257+ 7.83% |
$22K - $24.1K
|
3.54K
$327K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.26K- 8.22% |
$451K - $495K
|
58.8K
$5.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-400- 3.7% |
$34.3K - $37.6K
|
10.4K
$962K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 4.7% |
$110K - $121K
|
28.6K
$2.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-164- 2.02% |
$14.1K - $15.4K
|
7.95K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 1.0% |
$943 - $1.03K
|
1.09K
$101K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.27% |
$11.4K - $12.5K
|
10.6K
$979K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 20.33% |
$95.9K - $105K
|
6.62K
$612K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.12K+ 5.5% |
$95.6K - $105K
|
21.4K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
364+ 2.03% |
$31.2K - $34.2K
|
18.3K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.04K- 10.62% |
$346K - $379K
|
34K
$3.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-604- 2.29% |
$51.8K - $56.8K
|
25.8K
$2.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.44% |
$1.63K - $1.79K
|
4.37K
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 5.38% |
$17.1K - $18.8K
|
3.52K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-281- 8.92% |
$24.1K - $26.4K
|
2.87K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.3K+ 9.94% |
$111K - $122K
|
14.4K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.83K+ 10.45% |
$242K - $265K
|
29.9K
$2.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15- 1.84% |
$1.29K - $1.41K
|
799
$73.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$8.32K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.2K+ 14.63% |
$956K - $1.05M
|
87.4K
$8.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.43K- 8.28% |
$123K - $134K
|
15.8K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
25+ 0.94% |
$2.14K - $2.35K
|
2.68K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18.6KNew |
$1.59M - $1.74M
|
18.6K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-534- 2.89% |
$45.8K - $50.2K
|
17.9K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-477- 5.24% |
$40.9K - $44.8K
|
8.62K
$797K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.4KNew |
$377K - $413K
|
4.4K
$407K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.16K+ 47.05% |
$99.7K - $109K
|
3.64K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-46- 0.71% |
$3.94K - $4.32K
|
6.41K
$592K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-60- 17.75% |
$5.14K - $5.64K
|
278
$25.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-300- 4.76% |
$25.7K - $28.2K
|
6K
$555K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
123+ 2.92% |
$10.5K - $11.6K
|
4.33K
$400K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 4.94% |
$313K - $344K
|
70.4K
$6.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-243- 5.27% |
$20.8K - $22.8K
|
4.37K
$404K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.26% |
$600 - $658
|
2.71K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.57K- 51.31% |
$392K - $429K
|
4.34K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-3.34K- 7.21% |
$286K - $313K
|
42.9K
$3.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.42KNew |
$293K - $322K
|
3.42K
$316K
|