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
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-122- 5.01% |
$10.5K - $11.5K
|
2.31K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-231K- 6.88% |
$19.8M - $21.7M
|
3.12M
$267M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
440+ 8.22% |
$37.7K - $41.3K
|
5.79K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-786- 10.47% |
$67.4K - $73.9K
|
6.72K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-984- 1.29% |
$84.3K - $92.5K
|
75.1K
$6.41M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
6.9KNew |
$591K - $648K
|
6.9K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 0.74% |
$6.03M - $6.62M
|
9.39M
$802M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-7.35M- 55.93% |
$630M - $691M
|
5.79M
$494M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
49+ 0.28% |
$4.2K - $4.6K
|
17.6K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.05% |
$1.03K - $1.13K
|
24K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-77.8K- 5.68% |
$6.67M - $7.31M
|
1.29M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.03% |
$514 - $564
|
21.2K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
71+ 165.12% |
$6.08K - $6.67K
|
114
$9.73K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.02K- 7.24% |
$87K - $95.4K
|
13K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-63- 0.86% |
$5.4K - $5.92K
|
7.28K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
17.8KNew |
$1.53M - $1.68M
|
17.8K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.43K+ 3.3% |
$380K - $416K
|
139K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
130+ 1.97% |
$11.1K - $12.2K
|
6.74K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
783+ 139.32% |
$67.1K - $73.6K
|
1.35K
$115K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
803+ 28.95% |
$68.8K - $75.4K
|
3.58K
$305K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-161- 3.9% |
$13.8K - $15.1K
|
3.97K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
300New |
$25.7K - $28.2K
|
300
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190K- 15.73% |
$16.3M - $17.9M
|
1.02M
$86.9M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.93K- 46.46% |
$251K - $275K
|
3.37K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-238- 9.56% |
$20.4K - $22.4K
|
2.25K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.2KNew |
$1.22M - $1.33M
|
14.2K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-533- 17.34% |
$45.7K - $50.1K
|
2.54K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
7.18KNew |
$615K - $675K
|
7.18K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
25.4KNew |
$2.18M - $2.39M
|
25.4K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-45K- 43.94% |
$3.86M - $4.23M
|
57.5K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.24M+ 238.37% |
$192M - $210M
|
3.18M
$271M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
903K+ 284.98% |
$77.4M - $84.9M
|
1.22M
$104M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
215+ 1.48% |
$18.4K - $20.2K
|
14.7K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.35K- 5.54% |
$115K - $126K
|
23K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.98K- 2.7% |
$170K - $186K
|
71.3K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
360+ 6.69% |
$30.9K - $33.8K
|
5.74K
$490K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-9.17K- 17.88% |
$786K - $862K
|
42.1K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
5+ 0.62% |
$429 - $470
|
808
$69K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.05K- 11.79% |
$89.8K - $98.5K
|
7.84K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-33.8K- 86.32% |
$2.9M - $3.18M
|
5.36K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-16.6K- 80.66% |
$1.42M - $1.56M
|
3.97K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-635- 8.11% |
$54.4K - $59.7K
|
7.19K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.26K- 39.23% |
$622K - $682K
|
11.3K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.15K+ 2.06% |
$98.6K - $108K
|
57.1K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-791- 5.36% |
$67.8K - $74.3K
|
14K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
133+ 4.43% |
$11.4K - $12.5K
|
3.13K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.59M+ 32.69% |
$222M - $243M
|
10.5M
$897M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 30.88% |
$9.34K - $10.2K
|
244
$20.8K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.95K+ 22.28% |
$510K - $559K
|
32.7K
$2.79M
|