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 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
967New |
$73.9K - $91K
|
967
$82.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.88K+ 14.8% |
$220K - $271K
|
22.3K
$1.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
147+ 2.46% |
$11.2K - $13.8K
|
6.12K
$520K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
417+ 2.23% |
$31.9K - $39.3K
|
19.1K
$1.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
240+ 4.31% |
$18.3K - $22.6K
|
5.81K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
255+ 3.73% |
$19.5K - $24K
|
7.08K
$602K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-768- 11.23% |
$58.7K - $72.3K
|
6.07K
$516K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.51K+ 26.47% |
$115K - $142K
|
7.2K
$611K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.34K+ 50.84% |
$102K - $126K
|
3.96K
$336K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-536- 4.76% |
$41K - $50.5K
|
10.7K
$910K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.06K- 32.19% |
$463K - $570K
|
12.8K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-580- 2.59% |
$44.3K - $54.6K
|
21.8K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
287+ 2.07% |
$21.9K - $27K
|
14.1K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
322+ 11.56% |
$24.6K - $30.3K
|
3.11K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.15K+ 541.31% |
$88.1K - $109K
|
1.37K
$116K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
541+ 3.1% |
$41.4K - $50.9K
|
18K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
252+ 0.83% |
$19.3K - $23.7K
|
30.6K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-854- 2.48% |
$65.3K - $80.4K
|
33.6K
$2.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-428- 4.41% |
$32.7K - $40.3K
|
9.27K
$787K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.73% |
$108K - $133K
|
28.4K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.7K- 14.63% |
$207K - $254K
|
15.8K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1New |
$76.4 - $94.1
|
1
$84.9
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.1K- 0.6% |
$84.3K - $104K
|
182K
$15.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-892K- 57.26% |
$68.2M - $84M
|
666K
$56.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
370+ 14.88% |
$28.3K - $34.8K
|
2.86K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.06K- 23.92% |
$234K - $288K
|
9.73K
$826K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.43% |
$3.06K - $3.77K
|
9.24K
$784K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
530+ 0.62% |
$40.5K - $49.9K
|
85.6K
$7.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.3K- 22.67% |
$99.4K - $122K
|
4.44K
$377K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.11K+ 23.94% |
$238K - $293K
|
16.1K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
122K+ 363.79% |
$9.36M - $11.5M
|
156K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
98.6K+ 37.69% |
$7.53M - $9.28M
|
360K
$30.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.87K- 52.32% |
$220K - $271K
|
2.62K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.1K+ 16.2% |
$1.46M - $1.8M
|
137K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.8K- 19.31% |
$1.21M - $1.49M
|
66K
$5.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.46K+ 597.54% |
$111K - $137K
|
1.7K
$145K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.32K+ 37.37% |
$101K - $124K
|
4.84K
$411K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148+ 33.87% |
$11.3K - $13.9K
|
585
$49.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 35.39% |
$107K - $132K
|
5.38K
$457K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-102K- 96.78% |
$7.81M - $9.62M
|
3.4K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-4.88K- 3.98% |
$373K - $459K
|
118K
$9.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-342- 4.91% |
$26.1K - $32.2K
|
6.63K
$563K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.87K+ 10.84% |
$296K - $364K
|
39.6K
$3.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.7K+ 5.82% |
$436K - $537K
|
104K
$8.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-17.1K- 51.54% |
$1.3M - $1.61M
|
16K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.69K- 15.33% |
$282K - $348K
|
20.4K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.72K- 9.26% |
$514K - $633K
|
65.9K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.6% |
$7.64K - $9.41K
|
16.5K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
31.6K+ 11.48% |
$2.42M - $2.98M
|
307K
$26.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
82.6K+ 1373.79% |
$6.32M - $7.78M
|
88.6K
$7.53M
|