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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 72.01% |
$870K - $953K
|
24.2K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
733+ 12.35% |
$62.8K - $68.9K
|
6.67K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.4K- 23.08% |
$206K - $225K
|
8K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.97KNew |
$597K - $655K
|
6.97K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-439- 8.92% |
$37.6K - $41.2K
|
4.48K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
PUT |
-200K- 49.69% |
$17.1M - $18.7M
|
202K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.76K+ 119.37% |
$579K - $635K
|
12.4K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
333New |
$28.5K - $31.3K
|
333
$28.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72.3KClosed |
$6.2M - $6.79M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.1K- 57.87% |
$5.58M - $6.12M
|
47.4K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 3.31% |
$8.48K - $9.3K
|
2.89K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-156- 1.4% |
$13.4K - $14.7K
|
11K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-166K- 30.84% |
$14.3M - $15.6M
|
373K
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
80KNew |
$6.86M - $7.52M
|
80K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
213+ 1.62% |
$18.3K - $20K
|
13.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$85.7 - $94
|
14.9K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-162K- 93.46% |
$13.9M - $15.2M
|
11.3K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.18K+ 18.06% |
$101K - $111K
|
7.73K
$660K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.07% |
$85.7 - $94
|
1.45K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.48K- 18.87% |
$727K - $797K
|
36.5K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-815- 4.64% |
$69.8K - $76.6K
|
16.8K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-255- 5.02% |
$21.9K - $24K
|
4.82K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.21K+ 43.03% |
$103K - $113K
|
4.01K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
405+ 12.82% |
$34.7K - $38.1K
|
3.56K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 7.83% |
$1.44M - $1.58M
|
198K
$16.9M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-511- 8.79% |
$43.8K - $48K
|
5.3K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
57+ 12.87% |
$4.88K - $5.36K
|
500
$42.7K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-6.5K- 14.1% |
$557K - $611K
|
39.6K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
235+ 1.26% |
$20.1K - $22.1K
|
18.8K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-5.91K- 98.8% |
$506K - $555K
|
72
$6.15K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
32.7KNew |
$2.8M - $3.07M
|
32.7K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.08K- 78.2% |
$92.2K - $101K
|
300
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.35K- 4.05% |
$115K - $127K
|
31.9K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.46K+ 193.13% |
$125K - $137K
|
2.22K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.22K- 14.54% |
$105K - $115K
|
7.17K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.54K+ 25.5% |
$132K - $144K
|
7.56K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-346- 3.13% |
$29.7K - $32.5K
|
10.7K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-280- 1.91% |
$24K - $26.3K
|
14.3K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
268+ 5.47% |
$23K - $25.2K
|
5.17K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-45.1K- 73.9% |
$3.86M - $4.23M
|
15.9K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.61KNew |
$224K - $245K
|
2.61K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.99K+ 3.88% |
$256K - $281K
|
80K
$6.83M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-194K- 57.71% |
$16.6M - $18.2M
|
142K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.17K- 38.57% |
$186K - $204K
|
3.46K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-961- 2.98% |
$82.4K - $90.3K
|
31.2K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.33K- 8.74% |
$371K - $407K
|
45.2K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-197- 1.89% |
$16.9K - $18.5K
|
10.2K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.4K- 7.32% |
$1.06M - $1.16M
|
157K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.8K+ 3.89% |
$4.52M - $4.96M
|
1.41M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-409K- 90.29% |
$35.1M - $38.4M
|
44K
$3.76M
|