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
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19K+ 143.74% |
$1.45M - $1.79M
|
32.2K
$2.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
27.5KNew |
$2.1M - $2.59M
|
27.5K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-115- 60.53% |
$8.79K - $10.8K
|
75
$6.37K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 8.46% |
$101K - $124K
|
16.9K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$7.64K - $9.41K
|
100
$8.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
155K+ 170.69% |
$11.8M - $14.6M
|
245K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97.7K- 12.77% |
$7.47M - $9.2M
|
668K
$56.7M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.1K- 40.04% |
$696K - $857K
|
13.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-369- 15.56% |
$28.2K - $34.7K
|
2K
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17+ 0.47% |
$1.3K - $1.6K
|
3.65K
$310K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-84- 2.48% |
$6.42K - $7.91K
|
3.31K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-3.5K- 48.75% |
$268K - $329K
|
3.68K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
4.75K+ 49.41% |
$363K - $447K
|
14.4K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-269- 2.43% |
$20.6K - $25.3K
|
10.8K
$916K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
335+ 57.26% |
$25.6K - $31.5K
|
920
$78.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-4- 0.13% |
$306 - $377
|
3.16K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.38K+ 54.66% |
$258K - $318K
|
9.56K
$812K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49.9K+ 379.75% |
$3.82M - $4.7M
|
63.1K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-22.6K- 38.11% |
$1.73M - $2.13M
|
36.7K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
56+ 0.79% |
$4.28K - $5.27K
|
7.13K
$606K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
437+ 2.98% |
$33.4K - $41.1K
|
15.1K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.4K+ 98.37% |
$336K - $414K
|
8.86K
$753K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-218- 1.89% |
$16.7K - $20.5K
|
11.3K
$960K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-275- 0.9% |
$21K - $25.9K
|
30.2K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.24K- 8.7% |
$324K - $399K
|
44.5K
$3.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.08% |
$535 - $659
|
9.06K
$769K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.49K+ 24.31% |
$267K - $328K
|
17.8K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
567+ 6.82% |
$43.3K - $53.4K
|
8.88K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-79- 0.33% |
$6.04K - $7.44K
|
23.6K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-327- 9.71% |
$25K - $30.8K
|
3.04K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-6.5K- 6.49% |
$497K - $611K
|
93.6K
$7.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
56+ 5.58% |
$4.28K - $5.27K
|
1.06K
$89.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
64.5K+ 248.98% |
$4.93M - $6.07M
|
90.4K
$7.68M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
532+ 0.78% |
$40.7K - $50.1K
|
68.9K
$5.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-250- 4.17% |
$19.1K - $23.5K
|
5.75K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
94+ 22.82% |
$7.19K - $8.85K
|
506
$43K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-316- 8.87% |
$24.2K - $29.7K
|
3.25K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
6+ 0.21% |
$459 - $565
|
2.85K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-753- 15.84% |
$57.6K - $70.9K
|
4K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-417- 47.6% |
$31.9K - $39.3K
|
459
$39K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-18.3K- 50.48% |
$1.4M - $1.72M
|
18K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.04K- 35.97% |
$79.6K - $98K
|
1.85K
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 56.75% |
$854K - $1.05M
|
8.51K
$723K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.11K+ 4.35% |
$161K - $198K
|
50.5K
$4.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-815- 9.91% |
$62.3K - $76.7K
|
7.41K
$629K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
937+ 7.66% |
$71.6K - $88.2K
|
13.2K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.11K- 18.99% |
$85.1K - $105K
|
4.75K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-31- 4.35% |
$2.37K - $2.92K
|
682
$57.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 1.38% |
$345K - $424K
|
322K
$27.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.6K- 4.04% |
$2.95M - $3.63M
|
916K
$77.8M
|