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 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$7.68K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 2.3% |
$193K - $211K
|
100K
$8.55M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.8K- 5.31% |
$3.41M - $3.74M
|
711K
$60.7M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.68K- 33.83% |
$230K - $252K
|
5.24K
$447K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-805- 5.21% |
$69K - $75.6K
|
14.6K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
45+ 0.66% |
$3.86K - $4.23K
|
6.83K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.4KNew |
$205K - $225K
|
2.4K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-19.5K- 21.0% |
$1.67M - $1.84M
|
73.5K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20.9KNew |
$1.79M - $1.97M
|
20.9K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.53KNew |
$389K - $426K
|
4.53K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-965- 23.6% |
$82.7K - $90.7K
|
3.12K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.02K- 14.05% |
$173K - $190K
|
12.4K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.3K- 5.25% |
$197K - $216K
|
41.4K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-648- 61.89% |
$55.5K - $60.9K
|
399
$34.1K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-247- 0.64% |
$21.2K - $23.2K
|
38.3K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-18K- 49.03% |
$1.55M - $1.69M
|
18.7K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.03K- 16.77% |
$88.1K - $96.6K
|
5.1K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
586+ 13.09% |
$50.2K - $55.1K
|
5.06K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 1.39% |
$10.3K - $11.3K
|
8.78K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.3K+ 25.9% |
$2.08M - $2.28M
|
118K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14+ 0.05% |
$1.2K - $1.32K
|
26.3K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-828- 1.64% |
$71K - $77.8K
|
49.7K
$4.25M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
6.38K+ 12.98% |
$547K - $600K
|
55.5K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-491- 2.0% |
$42.1K - $46.1K
|
24.1K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.7K+ 56.63% |
$1.26M - $1.38M
|
40.6K
$3.47M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 9.97% |
$98.1K - $108K
|
10.3K
$883K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.28K- 3.03% |
$109K - $120K
|
40.9K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
103+ 1.07% |
$8.83K - $9.68K
|
9.7K
$828K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-348- 1.24% |
$29.8K - $32.7K
|
27.7K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.23K+ 21.96% |
$106K - $116K
|
6.84K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-494- 20.61% |
$42.3K - $46.4K
|
1.9K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 29.79% |
$120K - $132K
|
3.3K
$282K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
614+ 13.03% |
$52.6K - $57.7K
|
5.33K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-854- 3.74% |
$73.2K - $80.2K
|
22K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.02K- 23.28% |
$87.5K - $95.9K
|
3.37K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.1KNew |
$180K - $197K
|
2.1K
$179K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-904- 7.15% |
$77.5K - $84.9K
|
11.7K
$1M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-282- 4.91% |
$24.2K - $26.5K
|
5.47K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.07K+ 1.5% |
$178K - $195K
|
141K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-859- 0.47% |
$73.6K - $80.7K
|
183K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-515- 8.17% |
$44.1K - $48.4K
|
5.79K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-258- 5.48% |
$22.1K - $24.2K
|
4.45K
$380K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.14K+ 253.55% |
$526K - $577K
|
8.56K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
124+ 0.75% |
$10.6K - $11.7K
|
16.7K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-53- 0.77% |
$4.54K - $4.98K
|
6.83K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 10.92% |
$896K - $982K
|
85.3K
$7.28M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.17K+ 7.72% |
$100K - $110K
|
16.4K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.33KNew |
$200K - $219K
|
2.33K
$199K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.54K+ 31.52% |
$817K - $896K
|
39.8K
$3.4M
|