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 12, 2025
Q2 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
28.5KNew |
$2.18M - $2.68M
|
28.5K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-329K- 50.39% |
$25.2M - $31M
|
324K
$27.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-50.1K- 11.39% |
$3.83M - $4.72M
|
390K
$33.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.67K- 47.18% |
$280K - $345K
|
4.11K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
47+ 0.91% |
$3.59K - $4.42K
|
5.21K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.28K- 1.31% |
$710K - $874K
|
702K
$59.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
565+ 0.89% |
$43.2K - $53.2K
|
64.1K
$5.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.76K+ 59.78% |
$134K - $165K
|
4.69K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5K+ 57.02% |
$805K - $991K
|
29K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33.3K- 46.71% |
$2.55M - $3.13M
|
38K
$3.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-70.1K- 69.16% |
$5.36M - $6.6M
|
31.3K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-160- 1.51% |
$12.2K - $15.1K
|
10.5K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.63K- 33.29% |
$507K - $624K
|
13.3K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.02KNew |
$155K - $190K
|
2.02K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.38K+ 120.34% |
$488K - $600K
|
11.7K
$992K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-14- 0.24% |
$1.07K - $1.32K
|
5.84K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.8K+ 53.54% |
$1.06M - $1.3M
|
39.7K
$3.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-64- 1.93% |
$4.89K - $6.02K
|
3.25K
$276K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-146- 2.48% |
$11.2K - $13.7K
|
5.74K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.75K+ 9.76% |
$210K - $259K
|
30.9K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-66- 8.98% |
$5.05K - $6.21K
|
669
$56.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
222+ 2.78% |
$17K - $20.9K
|
8.22K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-209K- 50.64% |
$15.9M - $19.6M
|
203K
$17.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.79KNew |
$213K - $262K
|
2.79K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
123+ 2.74% |
$9.4K - $11.6K
|
4.61K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
840New |
$64.2K - $79.1K
|
840
$71.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
51KNew |
$3.9M - $4.8M
|
51K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
5.96KNew |
$455K - $561K
|
5.96K
$506K
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-24.6K- 12.18% |
$1.88M - $2.32M
|
177K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
543+ 13.15% |
$41.5K - $51.1K
|
4.67K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-690- 16.0% |
$52.7K - $64.9K
|
3.62K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-100- 1.05% |
$7.64K - $9.41K
|
9.44K
$802K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$396K - $488K
|
5.18K
$440K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 17.06% |
$176K - $217K
|
15.8K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.54% |
$1.53K - $1.88K
|
3.71K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-198- 4.03% |
$15.1K - $18.6K
|
4.72K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.56K+ 23.95% |
$578K - $711K
|
39.1K
$3.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.98K- 23.93% |
$151K - $186K
|
6.28K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.46KNew |
$188K - $232K
|
2.46K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.05K- 35.75% |
$386K - $475K
|
9.08K
$771K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
24.1K+ 310.28% |
$1.84M - $2.27M
|
31.9K
$2.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
110K+ 3.48% |
$8.45M - $10.4M
|
3.29M
$279M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
PUT |
80.4K+ 6.59% |
$6.15M - $7.57M
|
1.3M
$110M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-791- 22.57% |
$60.5K - $74.5K
|
2.71K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.06K- 8.5% |
$80.7K - $99.4K
|
11.4K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.4% |
$76.4 - $94.1
|
248
$21.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23.7K- 31.52% |
$1.81M - $2.23M
|
51.4K
$4.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.05K- 2.46% |
$80.2K - $98.7K
|
41.6K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.12% |
$5.43K - $6.68K
|
6.27K
$533K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-646- 6.04% |
$49.4K - $60.8K
|
10.1K
$854K
|