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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.2K+ 72.16% |
$933K - $1.09M
|
26.7K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
693+ 15.18% |
$57.7K - $67.4K
|
5.26K
$466K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50K+ 139.28% |
$4.17M - $4.87M
|
85.9K
$7.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.2K- 47.71% |
$2.6M - $3.04M
|
34.2K
$3.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-214- 2.72% |
$17.8K - $20.8K
|
7.65K
$677K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9+ 0.29% |
$750 - $875
|
3.09K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 4.0% |
$237K - $277K
|
74K
$6.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-913- 11.36% |
$76.1K - $88.8K
|
7.13K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
676+ 1.37% |
$56.3K - $65.8K
|
50.1K
$4.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.38KNew |
$198K - $232K
|
2.38K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-56- 0.58% |
$4.67K - $5.45K
|
9.54K
$845K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.48K+ 308.7% |
$290K - $338K
|
4.61K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.49K+ 5.16% |
$457K - $534K
|
112K
$9.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.36% |
$2.92K - $3.4K
|
9.71K
$860K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.46K+ 18.21% |
$455K - $531K
|
35.4K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.44K+ 16.95% |
$370K - $432K
|
30.6K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.79K- 11.61% |
$316K - $369K
|
28.8K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
194+ 2.59% |
$16.2K - $18.9K
|
7.68K
$680K
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
654+ 3.4% |
$54.5K - $63.6K
|
19.9K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.69K- 14.84% |
$141K - $165K
|
9.71K
$860K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.11K+ 24.07% |
$426K - $497K
|
26.4K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
545+ 10.83% |
$45.4K - $53K
|
5.58K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.34K- 3.22% |
$112K - $131K
|
40.4K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1- 0.04% |
$83.3 - $97.3
|
2.67K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.12K- 11.58% |
$93.5K - $109K
|
8.56K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.48K+ 5.05% |
$456K - $533K
|
114K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-18.8K- 33.26% |
$1.57M - $1.83M
|
37.8K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
90+ 1.17% |
$7.5K - $8.75K
|
7.77K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$8.67K - $10.1K
|
3.27K
$290K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.66K+ 5.45% |
$471K - $550K
|
109K
$9.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.9K+ 21.44% |
$1.32M - $1.55M
|
90.1K
$7.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25.2K- 73.2% |
$2.1M - $2.45M
|
9.23K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.06K+ 2.02% |
$88.1K - $103K
|
53.4K
$4.73M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
871+ 15.94% |
$72.6K - $84.7K
|
6.34K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.1K+ 1753.54% |
$1.09M - $1.28M
|
13.9K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
806+ 1.69% |
$67.2K - $78.4K
|
48.5K
$4.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-76K- 45.83% |
$6.34M - $7.4M
|
89.9K
$7.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.83% |
$500 - $584
|
728
$64.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 41.67% |
$1.67K - $1.95K
|
28
$2.48K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 20.91% |
$651K - $760K
|
45.2K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
854+ 7.71% |
$71.2K - $83.1K
|
11.9K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-66.2K- 98.61% |
$5.51M - $6.44M
|
934
$82.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.66K- 8.77% |
$222K - $259K
|
27.7K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
79+ 3.26% |
$6.58K - $7.68K
|
2.5K
$221K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.6K- 43.0% |
$383K - $447K
|
6.09K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 1.25% |
$83.3 - $97.3
|
81
$7.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
42+ 0.82% |
$3.5K - $4.09K
|
5.16K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
815+ 9.56% |
$67.9K - $79.3K
|
9.34K
$828K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-80- 13.79% |
$6.67K - $7.78K
|
500
$44.3K
|