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 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-234- 3.83% |
$17.9K - $22K
|
5.87K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-91- 0.72% |
$6.96K - $8.57K
|
12.5K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
605+ 9.0% |
$46.2K - $56.9K
|
7.33K
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-71.4K- 16.12% |
$5.46M - $6.72M
|
371K
$31.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-632- 14.97% |
$48.3K - $59.5K
|
3.59K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.59KNew |
$275K - $338K
|
3.59K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 1.68% |
$1.27M - $1.56M
|
973K
$82.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.55K+ 60.89% |
$195K - $240K
|
6.74K
$572K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
43.4K+ 8.93% |
$3.32M - $4.09M
|
530K
$45M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.18K- 12.83% |
$167K - $205K
|
14.8K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.55KNew |
$271K - $334K
|
3.55K
$301K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
105New |
$8.03K - $9.88K
|
105
$8.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13- 0.21% |
$994 - $1.22K
|
6.2K
$527K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 22.96% |
$88.2K - $109K
|
6.18K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
246+ 1.0% |
$18.8K - $23.2K
|
24.9K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
472New |
$36.1K - $44.4K
|
472
$40.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
101+ 2.18% |
$7.72K - $9.51K
|
4.73K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.55K- 9.17% |
$195K - $240K
|
25.2K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
18+ 0.1% |
$1.38K - $1.69K
|
17.5K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
9+ 0.15% |
$688 - $847
|
5.96K
$506K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.98K- 6.58% |
$227K - $280K
|
42.2K
$3.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
446+ 1.72% |
$34.1K - $42K
|
26.3K
$2.24M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.98K- 17.24% |
$610K - $751K
|
38.3K
$3.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.57K+ 1380.7% |
$120K - $148K
|
1.69K
$143K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
83+ 2.37% |
$6.34K - $7.81K
|
3.58K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.97K+ 3.49% |
$151K - $185K
|
58.4K
$4.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
5+ 0.03% |
$382 - $471
|
17.6K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.07K+ 10.38% |
$81.5K - $100K
|
11.3K
$963K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
50New |
$3.82K - $4.71K
|
50
$4.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.76KNew |
$211K - $259K
|
2.76K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-118K- 96.46% |
$9.02M - $11.1M
|
4.34K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$1.57M - $1.93M
|
20.5K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-95- 2.08% |
$7.26K - $8.94K
|
4.47K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
429+ 4.07% |
$32.8K - $40.4K
|
11K
$932K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.99K+ 4.52% |
$458K - $564K
|
139K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
339+ 1.08% |
$25.9K - $31.9K
|
31.8K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-207- 11.62% |
$15.8K - $19.5K
|
1.57K
$134K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 8.29% |
$219K - $269K
|
31.6K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-63- 1.24% |
$4.82K - $5.93K
|
5.03K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.11K- 10.71% |
$84.5K - $104K
|
9.21K
$782K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 4.67% |
$93.6K - $115K
|
27.4K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-550- 13.39% |
$42K - $51.8K
|
3.56K
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
234+ 0.97% |
$17.9K - $22K
|
24.4K
$2.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5+ 0.11% |
$382 - $471
|
4.56K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-84- 0.57% |
$6.42K - $7.91K
|
14.7K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11+ 17.19% |
$841 - $1.04K
|
75
$6.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-507- 2.9% |
$38.8K - $47.7K
|
17K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-698- 14.7% |
$53.4K - $65.7K
|
4.05K
$344K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.78K- 18.71% |
$441K - $544K
|
25.1K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 42.68% |
$2.68K - $3.29K
|
117
$9.94K
|