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 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-1.33K- 20.29% |
$102K - $126K
|
5.24K
$445K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-17.9K- 33.26% |
$1.37M - $1.68M
|
35.9K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200K- 35.42% |
$15.3M - $18.8M
|
365K
$31M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-297- 6.87% |
$22.7K - $28K
|
4.03K
$342K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-99- 43.04% |
$7.57K - $9.32K
|
131
$11.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-519- 16.57% |
$39.7K - $48.9K
|
2.61K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.13K- 11.12% |
$468K - $577K
|
49K
$4.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66.8K- 26.12% |
$5.1M - $6.29M
|
189K
$16M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-52- 0.63% |
$3.97K - $4.89K
|
8.19K
$696K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-190- 6.53% |
$14.5K - $17.9K
|
2.72K
$231K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-89- 0.03% |
$6.8K - $8.38K
|
353K
$30M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
109+ 1.41% |
$8.33K - $10.3K
|
7.84K
$666K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-61.4K- 60.43% |
$4.69M - $5.78M
|
40.2K
$3.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 149.25% |
$7.64K - $9.41K
|
167
$14.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-58- 25.78% |
$4.43K - $5.46K
|
167
$14.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3KNew |
$3.16M - $3.89M
|
41.3K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
172+ 1.96% |
$13.1K - $16.2K
|
8.95K
$760K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-570- 9.69% |
$43.6K - $53.7K
|
5.31K
$451K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.83K- 43.09% |
$522K - $643K
|
9.02K
$766K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.06K- 0.1% |
$157K - $194K
|
2.16M
$184M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.44K- 25.19% |
$339K - $418K
|
13.2K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
65+ 8.04% |
$4.97K - $6.12K
|
873
$74.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.95K+ 15.38% |
$225K - $277K
|
22.1K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.01KNew |
$306K - $377K
|
4.01K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-150- 2.41% |
$11.5K - $14.1K
|
6.07K
$515K
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-5.94K- 15.16% |
$454K - $559K
|
33.2K
$2.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-509- 0.67% |
$38.9K - $47.9K
|
76K
$6.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
5.51KNew |
$421K - $519K
|
5.51K
$468K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-135- 0.61% |
$10.3K - $12.7K
|
22K
$1.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
979+ 11.82% |
$74.8K - $92.2K
|
9.26K
$787K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.02K- 4.43% |
$231K - $284K
|
65.1K
$5.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.26K- 3.11% |
$96.2K - $118K
|
39.2K
$3.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.44K- 21.49% |
$110K - $135K
|
5.24K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-129- 2.55% |
$9.86K - $12.1K
|
4.93K
$419K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
395+ 1.8% |
$30.2K - $37.2K
|
22.3K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
481+ 163.05% |
$36.8K - $45.3K
|
776
$65.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-321- 5.62% |
$24.5K - $30.2K
|
5.39K
$458K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
972+ 3.61% |
$74.3K - $91.5K
|
27.9K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
965+ 0.47% |
$73.8K - $90.8K
|
205K
$17.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-197K- 14.01% |
$15.1M - $18.6M
|
1.21M
$103M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
600K+ 1362.5% |
$45.8M - $56.4M
|
644K
$54.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-434- 1.52% |
$33.2K - $40.9K
|
28.1K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-84.1K- 28.4% |
$6.43M - $7.92M
|
212K
$18M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 42.42% |
$107K - $132K
|
1.9K
$161K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.51% |
$917 - $1.13K
|
2.38K
$202K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-718- 4.08% |
$54.9K - $67.6K
|
16.9K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-736- 38.68% |
$56.3K - $69.3K
|
1.17K
$99.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.39K- 30.18% |
$488K - $601K
|
14.8K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
97+ 5.27% |
$7.41K - $9.13K
|
1.94K
$165K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.57% |
$229 - $282
|
527
$44.8K
|