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 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-771- 5.08% |
$64.2K - $75K
|
14.4K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-3.75K- 43.27% |
$312K - $365K
|
4.92K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.78K+ 5.95% |
$565K - $660K
|
121K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.19M- 42.01% |
$99.5M - $116M
|
1.65M
$146M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
212+ 7.59% |
$17.7K - $20.6K
|
3.01K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
4.51K+ 191.59% |
$376K - $439K
|
6.86K
$608K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-456- 1.57% |
$38K - $44.4K
|
28.6K
$2.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-360- 44.67% |
$30K - $35K
|
446
$39.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-248- 3.15% |
$20.7K - $24.1K
|
7.62K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 15.82% |
$39.2K - $45.7K
|
3.44K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-610- 4.72% |
$50.8K - $59.3K
|
12.3K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-1.76K- 38.02% |
$146K - $171K
|
2.86K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.36KNew |
$447K - $521K
|
5.36K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 13.12% |
$107K - $125K
|
11.1K
$984K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.53% |
$1.33K - $1.56K
|
3.01K
$266K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
68+ 1.8% |
$5.67K - $6.61K
|
3.85K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
685+ 10.55% |
$57.1K - $66.6K
|
7.18K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
186+ 2.49% |
$15.5K - $18.1K
|
7.65K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.13KNew |
$677K - $790K
|
8.13K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$200K - $234K
|
2.41K
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-129- 0.46% |
$10.7K - $12.5K
|
28.1K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
336+ 2.22% |
$28K - $32.7K
|
15.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
415+ 813.73% |
$34.6K - $40.4K
|
466
$41.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-162K- 36.9% |
$13.5M - $15.7M
|
277K
$24.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-356- 13.34% |
$29.7K - $34.6K
|
2.31K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 28.29% |
$4.83K - $5.64K
|
147
$13K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-45.2K- 83.58% |
$3.76M - $4.39M
|
8.87K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.12K+ 7.95% |
$177K - $206K
|
28.8K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-485- 40.82% |
$40.4K - $47.2K
|
703
$62.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.9K+ 72.93% |
$992K - $1.16M
|
28.2K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.09K+ 31.19% |
$590K - $689K
|
29.8K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.2KNew |
$1.85M - $2.16M
|
22.2K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-220- 5.51% |
$18.3K - $21.4K
|
3.77K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 11.01% |
$2K - $2.33K
|
242
$21.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5.91K- 74.18% |
$492K - $574K
|
2.06K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.5KNew |
$458K - $534K
|
5.5K
$487K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-7K- 10.23% |
$583K - $681K
|
61.4K
$5.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.29K- 99.92% |
$691K - $807K
|
7
$620
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 10.5% |
$86.6K - $101K
|
8.86K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 11.57% |
$150K - $175K
|
13.7K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.45K- 20.61% |
$121K - $141K
|
5.59K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$2K - $2.33K
|
30.2K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.97KNew |
$247K - $288K
|
2.97K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.52K- 16.41% |
$210K - $245K
|
12.8K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.6K+ 7.17% |
$966K - $1.13M
|
173K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
309+ 0.32% |
$25.7K - $30.1K
|
95.7K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.35K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
260+ 0.69% |
$21.7K - $25.3K
|
37.7K
$3.34M
|