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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1K+ 23.26% |
$76.4K - $94.1K
|
5.3K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.3K- 10.18% |
$1.71M - $2.1M
|
197K
$16.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.28% |
$76.4 - $94.1
|
362
$30.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.27K- 15.7% |
$250K - $307K
|
17.5K
$1.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-26.6K- 57.21% |
$2.04M - $2.51M
|
19.9K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-900- 1.08% |
$68.8K - $84.7K
|
82.1K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
67K+ 99.42% |
$5.12M - $6.3M
|
134K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.79K+ 10.69% |
$442K - $545K
|
59.9K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-53- 0.32% |
$4.05K - $4.99K
|
16.3K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-85.5K- 53.48% |
$6.53M - $8.05M
|
74.3K
$6.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
328+ 5.56% |
$25.1K - $30.9K
|
6.23K
$529K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.72KNew |
$284K - $350K
|
3.72K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.5% |
$382 - $471
|
1.01K
$85.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-8- 6.2% |
$612 - $753
|
121
$10.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.31K- 2.53% |
$100K - $124K
|
50.6K
$4.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-33.2K- 97.22% |
$2.54M - $3.13M
|
950
$80.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.85K+ 10.34% |
$294K - $362K
|
41.1K
$3.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 0.88% |
$4.59K - $5.65K
|
6.89K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25.2KNew |
$1.93M - $2.37M
|
25.2K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 16.2% |
$84.1K - $104K
|
5.69K
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-154- 0.27% |
$11.8K - $14.5K
|
57.3K
$4.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.93K- 5.34% |
$300K - $370K
|
69.6K
$5.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-729- 5.88% |
$55.7K - $68.6K
|
11.7K
$991K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
432New |
$33K - $40.7K
|
432
$36.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.88K+ 40.49% |
$220K - $271K
|
10K
$849K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.01K- 27.84% |
$153K - $189K
|
5.2K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.31KNew |
$253K - $312K
|
3.31K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
CALL |
191KNew |
$14.6M - $18M
|
191K
$16.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
213+ 0.98% |
$16.3K - $20K
|
22.1K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-500- 32.83% |
$38.2K - $47.1K
|
1.02K
$86.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
195+ 4.38% |
$14.9K - $18.4K
|
4.65K
$395K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
34.3KNew |
$2.62M - $3.23M
|
34.3K
$2.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
85+ 2.46% |
$6.5K - $8K
|
3.53K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.02K- 14.76% |
$307K - $378K
|
23.2K
$1.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-547- 2.93% |
$41.8K - $51.5K
|
18.1K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
15.6K+ 1.88% |
$1.19M - $1.47M
|
845K
$71.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-1.99K- 40.49% |
$152K - $187K
|
2.93K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-45.3K- 70.6% |
$3.46M - $4.26M
|
18.9K
$1.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-19- 0.89% |
$1.45K - $1.79K
|
2.12K
$180K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.4K+ 45.75% |
$107K - $132K
|
4.46K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.2M+ 113767.73% |
$777M - $957M
|
10.2M
$864M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
486+ 3.61% |
$37.1K - $45.7K
|
13.9K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-307- 5.4% |
$23.5K - $28.9K
|
5.38K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-255- 2.36% |
$19.5K - $24K
|
10.5K
$894K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
6.86KNew |
$524K - $646K
|
6.86K
$583K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.97K- 2.24% |
$150K - $185K
|
85.8K
$7.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.18K- 20.67% |
$702K - $864K
|
35.2K
$2.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-414- 6.61% |
$31.6K - $39K
|
5.85K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-17- 0.15% |
$1.3K - $1.6K
|
11.6K
$988K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-979- 18.38% |
$74.8K - $92.2K
|
4.35K
$369K
|