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
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-400- 6.78% |
$34.3K - $37.6K
|
5.5K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5+ 0.23% |
$429 - $470
|
2.14K
$182K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-17.7K- 47.52% |
$1.52M - $1.67M
|
19.6K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1K- 2.93% |
$1.98M - $2.17M
|
765K
$65.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 1.21% |
$1.07M - $1.17M
|
1.02M
$87M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-61.2K- 41.55% |
$5.25M - $5.75M
|
86.1K
$7.35M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-400- 11.76% |
$34.3K - $37.6K
|
3K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-450- 7.75% |
$38.6K - $42.3K
|
5.36K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.31K- 2.17% |
$284K - $311K
|
149K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-6.06K- 14.99% |
$520K - $570K
|
34.4K
$2.94M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
131K+ 4958.46% |
$11.2M - $12.3M
|
133K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-3.54K- 2.79% |
$304K - $333K
|
123K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.08K- 31.45% |
$92.3K - $101K
|
2.35K
$200K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-13.9K- 23.1% |
$1.19M - $1.31M
|
46.3K
$3.95M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-233- 2.74% |
$20K - $21.9K
|
8.28K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
138+ 61.88% |
$11.8K - $13K
|
361
$30.8K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
314+ 1.44% |
$26.9K - $29.5K
|
22.1K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.57K- 1.01% |
$220K - $241K
|
251K
$21.5M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-360- 9.47% |
$30.9K - $33.8K
|
3.44K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
505+ 1.96% |
$43.3K - $47.4K
|
26.2K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.19K- 15.12% |
$102K - $112K
|
6.68K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-913- 11.44% |
$78.2K - $85.8K
|
7.07K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.96% |
$2.4K - $2.63K
|
1.46K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.24K- 4.28% |
$192K - $211K
|
50.2K
$4.28M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 10.93% |
$278K - $305K
|
26.5K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
265+ 1.29% |
$22.7K - $24.9K
|
20.8K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-34.9K- 43.52% |
$2.99M - $3.28M
|
45.3K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
42+ 0.51% |
$3.6K - $3.95K
|
8.31K
$710K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 28.64% |
$3.57M - $3.91M
|
104K
$8.86M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 6.47% |
$1.29K - $1.41K
|
217
$18.5K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.27KNew |
$195K - $213K
|
2.27K
$194K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-163- 1.94% |
$14K - $15.3K
|
8.22K
$702K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.7K- 82.98% |
$1.86M - $2.04M
|
4.46K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-4.19K- 97.83% |
$359K - $394K
|
93
$7.94K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-37- 0.25% |
$3.17K - $3.48K
|
14.5K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.27K- 5.09% |
$108K - $119K
|
23.6K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.48K- 22.71% |
$470K - $515K
|
18.7K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.5K- 38.76% |
$1.67M - $1.84M
|
30.9K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75New |
$6.43K - $7.05K
|
75
$6.4K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.91K- 79.44% |
$335K - $367K
|
1.01K
$86.4K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-163- 6.43% |
$14K - $15.3K
|
2.37K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.41% |
$85.7 - $94
|
242
$20.7K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-7.53K- 15.0% |
$645K - $708K
|
42.7K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 8.44% |
$21.4K - $23.5K
|
2.71K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.06K+ 30.35% |
$90.9K - $99.7K
|
4.56K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
198+ 29.2% |
$17K - $18.6K
|
876
$74.8K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 31.21% |
$104K - $114K
|
5.1K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22.7K+ 94.92% |
$1.94M - $2.13M
|
46.6K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$922K - $1.01M
|
10.8K
$919K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
273+ 470.69% |
$23.4K - $25.7K
|
331
$28.3K
|