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 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.73K- 4.34% |
$148K - $162K
|
38.1K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 58.32% |
$1.89M - $2.07M
|
59.8K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-18.5K- 18.19% |
$1.59M - $1.74M
|
83.3K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
950+ 0.37% |
$81.4K - $89.3K
|
256K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
212+ 0.65% |
$18.2K - $19.9K
|
33.1K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 6.07% |
$114K - $125K
|
20.6K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 0.94% |
$11K - $12K
|
13.4K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-131K- 56.85% |
$11.3M - $12.3M
|
99.7K
$8.51M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-248- 1.74% |
$21.3K - $23.3K
|
14K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
102KNew |
$8.71M - $9.55M
|
102K
$8.67M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
633+ 3.68% |
$54.2K - $59.5K
|
17.8K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
30K+ 722.89% |
$2.57M - $2.82M
|
34.2K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
52.1K+ 18.24% |
$4.47M - $4.9M
|
338K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
259+ 1.2% |
$22.2K - $24.3K
|
21.9K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
20+ 0.53% |
$1.71K - $1.88K
|
3.81K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-866- 16.72% |
$74.2K - $81.4K
|
4.31K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-97- 1.99% |
$8.31K - $9.11K
|
4.78K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 0.23% |
$2.84M - $3.11M
|
14.2M
$1.22B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
1.26M+ 125.26% |
$108M - $118M
|
2.26M
$193M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.11K- 8.71% |
$95.2K - $104K
|
11.6K
$995K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-6.4K- 20.34% |
$548K - $601K
|
25.1K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-177- 4.34% |
$15.2K - $16.6K
|
3.9K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.21K- 14.34% |
$104K - $114K
|
7.22K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.14K+ 7.47% |
$183K - $201K
|
30.8K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
261+ 1.93% |
$22.4K - $24.5K
|
13.8K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.3K- 29.15% |
$2.85M - $3.12M
|
80.8K
$6.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102K- 80.33% |
$8.75M - $9.59M
|
25K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.14K- 14.37% |
$354K - $389K
|
24.6K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-125- 1.16% |
$10.7K - $11.7K
|
10.6K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
19+ 0.73% |
$1.63K - $1.79K
|
2.62K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
190+ 7.45% |
$16.3K - $17.9K
|
2.74K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.89% |
$11.4K - $12.5K
|
7.15K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-98.1K- 88.78% |
$8.41M - $9.22M
|
12.4K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-3.22K- 6.2% |
$276K - $303K
|
48.7K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.1K- 12.69% |
$2.67M - $2.92M
|
214K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
3.77M+ 305.57% |
$323M - $354M
|
5.01M
$428M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-25- 0.14% |
$2.14K - $2.35K
|
17.6K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
458+ 10.69% |
$39.3K - $43K
|
4.74K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-101- 4.24% |
$8.66K - $9.49K
|
2.28K
$195K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-22.6K- 81.24% |
$1.94M - $2.13M
|
5.22K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.21K+ 0.58% |
$104K - $114K
|
210K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
387+ 3.16% |
$33.2K - $36.4K
|
12.6K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 4.66% |
$145K - $159K
|
34.5K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-145- 2.17% |
$12.4K - $13.6K
|
6.55K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 0.23% |
$86.4K - $94.7K
|
440K
$37.6M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-467- 7.25% |
$40K - $43.9K
|
5.97K
$510K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10+ 0.72% |
$857 - $940
|
1.39K
$119K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 4.57% |
$1.05M - $1.15M
|
255K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-300- 33.33% |
$25.7K - $28.2K
|
600
$51.2K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.25K- 2.44% |
$107K - $118K
|
50K
$4.27M
|