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 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 5.68% |
$171K - $210K
|
37.1K
$3.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 22.2% |
$165K - $203K
|
7.57K
$643K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-177- 25.04% |
$13.5K - $16.7K
|
530
$45K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.44K+ 8.35% |
$110K - $136K
|
18.7K
$1.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.28K+ 14.02% |
$175K - $215K
|
18.6K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.23K- 8.63% |
$247K - $304K
|
34.2K
$2.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.32K+ 12.54% |
$178K - $219K
|
20.9K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-6K- 10.8% |
$459K - $565K
|
49.5K
$4.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.23K+ 6.56% |
$247K - $304K
|
52.5K
$4.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85+ 0.98% |
$6.5K - $8K
|
8.76K
$744K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-79.9K- 88.42% |
$6.11M - $7.52M
|
10.5K
$888K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.06K+ 34.05% |
$157K - $194K
|
8.1K
$688K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-739- 11.48% |
$56.5K - $69.6K
|
5.7K
$484K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-5.14K- 14.96% |
$393K - $484K
|
29.2K
$2.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
12.7K+ 64.82% |
$971K - $1.2M
|
32.3K
$2.74M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.24K+ 65.47% |
$171K - $211K
|
5.66K
$481K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-246- 53.71% |
$18.8K - $23.2K
|
212
$18K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.47K- 32.34% |
$189K - $233K
|
5.17K
$439K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-13K- 52.09% |
$995K - $1.22M
|
12K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.21K- 31.91% |
$322K - $396K
|
8.98K
$763K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.8K- 32.56% |
$1.51M - $1.86M
|
41K
$3.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.7K+ 1.79% |
$283K - $348K
|
211K
$17.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
7+ 0.09% |
$535 - $659
|
7.74K
$657K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
180+ 4.08% |
$13.8K - $16.9K
|
4.59K
$390K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
242+ 4.49% |
$18.5K - $22.8K
|
5.64K
$479K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-448- 5.18% |
$34.2K - $42.2K
|
8.21K
$697K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.89KNew |
$221K - $272K
|
2.89K
$246K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
117+ 0.9% |
$8.94K - $11K
|
13.1K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-49.6K- 81.91% |
$3.79M - $4.67M
|
11K
$930K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
957+ 5.1% |
$73.2K - $90.1K
|
19.7K
$1.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
294+ 214.6% |
$22.5K - $27.7K
|
431
$36.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-834- 3.53% |
$63.8K - $78.5K
|
22.8K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
9+ 0.07% |
$688 - $847
|
13.3K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
22+ 0.92% |
$1.68K - $2.07K
|
2.42K
$205K
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
32.8K+ 202.05% |
$2.51M - $3.09M
|
49K
$4.16M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
286+ 6.22% |
$21.9K - $26.9K
|
4.89K
$415K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
14.3K+ 24.97% |
$1.09M - $1.34M
|
71.3K
$6.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-350- 28.0% |
$26.8K - $32.9K
|
900
$76.4K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-117- 1.42% |
$8.94K - $11K
|
8.13K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4+ 0.8% |
$306 - $377
|
504
$42.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.53K+ 26652.94% |
$346K - $427K
|
4.55K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-195K- 25.01% |
$14.9M - $18.3M
|
585K
$49.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
341+ 14.07% |
$26.1K - $32.1K
|
2.76K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
706+ 19.69% |
$54K - $66.5K
|
4.29K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-738- 10.55% |
$56.4K - $69.5K
|
6.26K
$532K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-18.5K- 48.68% |
$1.42M - $1.74M
|
19.5K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
209+ 5.03% |
$16K - $19.7K
|
4.37K
$371K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
104+ 0.64% |
$7.95K - $9.79K
|
16.5K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
117+ 1.65% |
$8.94K - $11K
|
7.21K
$612K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-324- 15.44% |
$24.8K - $30.5K
|
1.78K
$151K
|