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 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-477- 11.1% |
$40.9K - $44.8K
|
3.82K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-27K- 27.62% |
$2.31M - $2.53M
|
70.6K
$6.03M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-101- 16.16% |
$8.66K - $9.49K
|
524
$44.7K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
3.54K+ 54.06% |
$303K - $333K
|
10.1K
$862K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-66- 1.5% |
$5.66K - $6.2K
|
4.32K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 1.23% |
$85.7 - $94
|
82
$7K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.23K+ 3.37% |
$191K - $209K
|
68.3K
$5.84M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.29K- 7.58% |
$368K - $403K
|
52.3K
$4.47M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$59.8K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-24.4K- 29.69% |
$2.09M - $2.29M
|
57.7K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
CALL |
-112K- 76.72% |
$9.63M - $10.6M
|
34.1K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
9+ 0.06% |
$771 - $846
|
14.7K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.63K- 37.16% |
$825K - $905K
|
16.3K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2.38K+ 0.87% |
$204K - $223K
|
276K
$23.5M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.33K+ 18.04% |
$286K - $313K
|
21.8K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92K+ 11.57% |
$164K - $180K
|
18.5K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.02% |
$857 - $940
|
42K
$3.59M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
49+ 1.98% |
$4.2K - $4.6K
|
2.52K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.88KNew |
$332K - $364K
|
3.88K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
28.1K+ 26.78% |
$2.41M - $2.64M
|
133K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-33.3K- 6.72% |
$2.85M - $3.13M
|
462K
$39.4M
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $202K
|
2.15K
$183K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.44K+ 1.42% |
$123K - $135K
|
103K
$8.78M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.1% |
$85.7 - $94
|
1K
$85.6K
|
|
|
May 08, 2025
Q1 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.15K+ 5.29% |
$270K - $296K
|
62.7K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
350+ 1.31% |
$30K - $32.9K
|
27K
$2.31M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.64K- 2.18% |
$141K - $154K
|
73.5K
$6.28M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
842+ 4.6% |
$72.2K - $79.1K
|
19.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
201+ 5.68% |
$17.2K - $18.9K
|
3.74K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
55+ 0.49% |
$4.71K - $5.17K
|
11.2K
$960K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.16KNew |
$99.6K - $109K
|
1.16K
$99.2K
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
9.25KNew |
$793K - $869K
|
9.25K
$790K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
29.8KNew |
$2.55M - $2.8M
|
29.8K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-9.8K- 2.43% |
$840K - $921K
|
394K
$33.7M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
56.6KNew |
$4.85M - $5.32M
|
56.6K
$4.83M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
598K+ 56.56% |
$51.3M - $56.2M
|
1.66M
$141M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.66K- 35.5% |
$228K - $250K
|
4.84K
$413K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-757- 9.76% |
$64.9K - $71.1K
|
7K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-300- 2.31% |
$25.7K - $28.2K
|
12.7K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
94+ 3.81% |
$8.06K - $8.83K
|
2.56K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.19K- 12.22% |
$102K - $112K
|
8.54K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-47.2K- 76.63% |
$4.05M - $4.44M
|
14.4K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
288+ 0.03% |
$24.7K - $27.1K
|
1.04M
$88.7M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-662- 10.11% |
$56.7K - $62.2K
|
5.88K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-131K- 33.35% |
$11.2M - $12.3M
|
262K
$22.3M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
57.3K+ 2439.06% |
$4.91M - $5.39M
|
59.7K
$5.09M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
477K+ 135.42% |
$40.9M - $44.8M
|
830K
$70.8M
|
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-64- 0.25% |
$5.48K - $6.01K
|
25.3K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 34.75% |
$898K - $985K
|
19.7K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3.36K+ 67.34% |
$288K - $316K
|
8.35K
$712K
|