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 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.36% |
$833 - $973
|
2.76K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-584- 7.32% |
$48.7K - $56.8K
|
7.39K
$648K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.29KNew |
$274K - $320K
|
3.29K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.87% |
$583 - $681
|
814
$71.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
916+ 18.92% |
$76.3K - $89.1K
|
5.76K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
328+ 2.57% |
$27.3K - $31.9K
|
13.1K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
193+ 0.67% |
$16.1K - $18.8K
|
29.1K
$2.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-536- 12.43% |
$44.7K - $52.1K
|
3.78K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
301+ 22.26% |
$25.1K - $29.3K
|
1.65K
$145K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 20.2% |
$321K - $375K
|
22.9K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 13.06% |
$523K - $610K
|
54.3K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.44K- 92.41% |
$203K - $237K
|
200
$17.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.63% |
$3.33K - $3.89K
|
6.33K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
746+ 0.78% |
$62.2K - $72.6K
|
96.8K
$8.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 3.39% |
$14.7K - $17.1K
|
5.37K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
154+ 4.76% |
$12.8K - $15K
|
3.39K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.04% |
$83.3 - $97.3
|
2.72K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 12.58% |
$180K - $211K
|
19.4K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.39KNew |
$365K - $427K
|
4.39K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.3K+ 105.99% |
$1.36M - $1.59M
|
31.7K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-8.76K- 13.81% |
$730K - $852K
|
54.6K
$4.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 0.28% |
$917 - $1.07K
|
3.99K
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4.13K- 12.9% |
$344K - $402K
|
27.9K
$2.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-541- 24.77% |
$45.1K - $52.6K
|
1.64K
$144K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 8.73% |
$1.13M - $1.31M
|
168K
$14.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.17% |
$583 - $681
|
4.21K
$369K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
103+ 7.66% |
$8.58K - $10K
|
1.45K
$127K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 14.2% |
$3.92K - $4.57K
|
284
$24.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-240- 82.76% |
$20K - $23.3K
|
50
$4.38K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-194- 1.04% |
$16.2K - $18.9K
|
18.5K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.61% |
$2.33K - $2.72K
|
4.62K
$405K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
592+ 2.59% |
$49.3K - $57.6K
|
23.5K
$2.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
12.8K+ 22.2% |
$1.07M - $1.25M
|
70.6K
$6.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-90- 0.86% |
$7.5K - $8.75K
|
10.3K
$905K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-5.91K- 11.33% |
$492K - $575K
|
46.2K
$4.05M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$1.17M - $1.36M
|
14K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-557- 8.87% |
$46.4K - $54.2K
|
5.72K
$501K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-116- 1.41% |
$9.67K - $11.3K
|
8.14K
$713K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.46KNew |
$788K - $920K
|
9.46K
$829K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.51% |
$7K - $8.17K
|
5.49K
$481K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-95- 0.41% |
$7.92K - $9.24K
|
23.2K
$2.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.35M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 0.8% |
$83.3K - $97.3K
|
124K
$10.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.08K+ 2.91% |
$89.7K - $105K
|
38K
$3.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.75K- 11.11% |
$146K - $170K
|
14K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-267- 18.35% |
$22.2K - $26K
|
1.19K
$104K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-436- 2.1% |
$36.3K - $42.4K
|
20.4K
$1.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-4- 0.14% |
$333 - $389
|
2.8K
$245K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.64% |
$500 - $584
|
233
$20.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.67K- 37.51% |
$306K - $357K
|
6.11K
$535K
|