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 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-4.73K- 16.14% |
$405K - $444K
|
24.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.46K+ 23.7% |
$125K - $137K
|
7.61K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.27KNew |
$195K - $214K
|
2.27K
$194K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
750+ 14.42% |
$64.3K - $70.5K
|
5.95K
$508K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.47% |
$514 - $564
|
1.28K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.1K- 30.98% |
$1.21M - $1.33M
|
31.5K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 12.87% |
$1.11K - $1.22K
|
114
$9.73K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
567+ 2.86% |
$48.6K - $53.3K
|
20.4K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-443- 4.53% |
$38K - $41.6K
|
9.35K
$798K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
19.4KNew |
$1.66M - $1.83M
|
19.4K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-277- 3.79% |
$23.7K - $26K
|
7.04K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-125K- 68.97% |
$10.7M - $11.8M
|
56.3K
$4.81M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.2K- 33.0% |
$189K - $207K
|
4.47K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.11K+ 18.5% |
$266K - $292K
|
19.9K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
48+ 26.52% |
$4.11K - $4.51K
|
229
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-948- 18.48% |
$81.2K - $89.1K
|
4.18K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.9K+ 141.77% |
$677K - $742K
|
13.5K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-168- 1.25% |
$14.4K - $15.8K
|
13.3K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.9K+ 49.96% |
$1.02M - $1.12M
|
35.8K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-23.4K- 59.06% |
$2.01M - $2.2M
|
16.2K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-376- 6.03% |
$32.2K - $35.3K
|
5.86K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.11K- 2.24% |
$94.7K - $104K
|
48.3K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.08K- 1.87% |
$436K - $478K
|
267K
$22.8M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.13K+ 70.74% |
$183K - $200K
|
5.15K
$439K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-26- 0.14% |
$2.23K - $2.44K
|
19.2K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
4.64K+ 7.74% |
$397K - $436K
|
64.5K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.14K- 4.23% |
$183K - $201K
|
48.4K
$4.13M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-33.2K- 41.2% |
$2.85M - $3.12M
|
47.4K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-275- 5.22% |
$23.6K - $25.8K
|
4.99K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 0.6% |
$109K - $120K
|
211K
$18M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
99+ 0.94% |
$8.48K - $9.3K
|
10.6K
$905K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-24.7K- 4.18% |
$2.11M - $2.32M
|
564K
$48.2M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
46+ 0.43% |
$3.94K - $4.32K
|
10.8K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
55+ 0.82% |
$4.71K - $5.17K
|
6.79K
$579K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-145- 2.96% |
$12.4K - $13.6K
|
4.75K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
122+ 2.77% |
$10.5K - $11.5K
|
4.53K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.83% |
$171 - $188
|
243
$20.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.57K+ 28.26% |
$477K - $523K
|
25.3K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.55K- 4.97% |
$562K - $616K
|
125K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1KNew |
$85.7K - $94K
|
1K
$85.4K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
80KNew |
$6.86M - $7.52M
|
80K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
824New |
$70.6K - $77.4K
|
824
$70.4K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
199New |
$17.1K - $18.7K
|
199
$17K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.1KNew |
$955K - $1.05M
|
11.1K
$951K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-180K- 15.39% |
$15.4M - $16.9M
|
990K
$84.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
500+ 100.0% |
$42.9K - $47K
|
1K
$85.4K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.29% |
$600 - $658
|
2.42K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.65K+ 36.31% |
$398K - $436K
|
17.4K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 46.83% |
$104K - $114K
|
1.38K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
11.7K+ 191.84% |
$1M - $1.1M
|
17.8K
$1.52M
|