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 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-150- 5.61% |
$11.5K - $14.1K
|
2.52K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-501- 12.52% |
$38.3K - $47.2K
|
3.5K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-425- 70.83% |
$32.5K - $40K
|
175
$14.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-177- 0.38% |
$13.5K - $16.7K
|
47K
$4.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.81% |
$3.82K - $4.71K
|
2.81K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-583- 8.39% |
$44.6K - $54.9K
|
6.37K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
312+ 6.71% |
$23.8K - $29.4K
|
4.96K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-116- 3.23% |
$8.87K - $10.9K
|
3.48K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.37% |
$76.4 - $94.1
|
74
$6.32K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-11.9K- 53.35% |
$909K - $1.12M
|
10.4K
$888K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
88+ 1.9% |
$6.73K - $8.28K
|
4.73K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.15K- 30.64% |
$240K - $296K
|
7.12K
$608K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.35M - $2.89M
|
30.7K
$2.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
101+ 0.87% |
$7.72K - $9.51K
|
11.7K
$996K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10.3K- 8.43% |
$784K - $966K
|
111K
$9.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
62+ 0.24% |
$4.74K - $5.84K
|
25.8K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
2+ 1.2% |
$153 - $188
|
169
$14.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.7K- 4.39% |
$130K - $160K
|
37K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
341+ 20.46% |
$26.1K - $32.1K
|
2.01K
$171K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-60- 15.58% |
$4.59K - $5.65K
|
325
$27.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-38.7K- 21.08% |
$2.96M - $3.64M
|
145K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
123New |
$9.4K - $11.6K
|
123
$10.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.59K+ 13.82% |
$274K - $338K
|
29.5K
$2.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
393+ 1.13% |
$30K - $37K
|
35K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-3.29K- 10.93% |
$251K - $310K
|
26.8K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.32K- 4.51% |
$177K - $218K
|
49K
$4.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
287K+ 25481.54% |
$22M - $27M
|
288K
$24.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.71KNew |
$437K - $538K
|
5.71K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-142- 0.74% |
$10.9K - $13.4K
|
18.9K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.9K+ 43.15% |
$222K - $273K
|
9.63K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.99K+ 30.74% |
$305K - $375K
|
16.9K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-125- 2.76% |
$9.56K - $11.8K
|
4.41K
$376K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-194- 2.77% |
$14.8K - $18.3K
|
6.81K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
202+ 7.01% |
$15.4K - $19K
|
3.08K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$76.4 - $94.1
|
3.91K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.77K- 50.76% |
$517K - $637K
|
6.57K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-27- 3.38% |
$2.06K - $2.54K
|
772
$65.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.12K- 49.38% |
$544K - $670K
|
7.3K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.77K- 3.87% |
$517K - $637K
|
168K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47K- 8.72% |
$3.59M - $4.42M
|
492K
$42M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93.4KNew |
$7.14M - $8.79M
|
93.4K
$7.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7+ 0.07% |
$535 - $659
|
9.69K
$827K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
181+ 5.56% |
$13.8K - $17K
|
3.44K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
13+ 0.47% |
$994 - $1.22K
|
2.77K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
2.09K+ 11.1% |
$160K - $197K
|
20.9K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-799- 9.37% |
$61.1K - $75.2K
|
7.73K
$660K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.88K- 3.23% |
$373K - $460K
|
146K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
165+ 1.03% |
$12.6K - $15.5K
|
16.1K
$1.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$76.4 - $94.1
|
334
$28.5K
|