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 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
339New |
$29.1K - $31.9K
|
339
$28.9K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
PUT |
4.4KNew |
$377K - $413K
|
4.4K
$376K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-457K- 6.35% |
$39.1M - $42.9M
|
6.73M
$575M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.96K- 51.85% |
$511K - $560K
|
5.53K
$472K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.1K+ 92.74% |
$1.21M - $1.33M
|
29.4K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
8+ 0.34% |
$686 - $752
|
2.4K
$205K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-25- 0.98% |
$2.14K - $2.35K
|
2.52K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-514- 11.12% |
$44K - $48.3K
|
4.11K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.61K- 10.97% |
$224K - $245K
|
21.2K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-82- 0.95% |
$7.03K - $7.7K
|
8.52K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-805K- 98.93% |
$69M - $75.6M
|
8.71K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.72K+ 123.57% |
$319K - $349K
|
6.73K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-121- 14.14% |
$10.4K - $11.4K
|
735
$62.8K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-200- 3.3% |
$17.1K - $18.8K
|
5.86K
$500K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4K- 11.16% |
$343K - $376K
|
31.9K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
950+ 86.6% |
$81.4K - $89.3K
|
2.05K
$175K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.07% |
$257 - $282
|
4.55K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 62.5% |
$8.57K - $9.4K
|
260
$22.2K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
402+ 6.35% |
$34.5K - $37.8K
|
6.73K
$575K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-507- 16.99% |
$43.4K - $47.6K
|
2.48K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-40- 0.48% |
$3.43K - $3.76K
|
8.24K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53+ 14.76% |
$4.54K - $4.98K
|
412
$35.2K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
203+ 6.25% |
$17.4K - $19.1K
|
3.45K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
380+ 1.69% |
$32.6K - $35.7K
|
22.9K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 4.32% |
$8.57K - $9.4K
|
2.21K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7.37K+ 5.81% |
$632K - $692K
|
134K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
358+ 1.54% |
$30.7K - $33.6K
|
23.6K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-119- 6.26% |
$10.2K - $11.2K
|
1.78K
$152K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.73KNew |
$234K - $257K
|
2.73K
$233K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 3.83% |
$8.57K - $9.4K
|
2.51K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6K+ 215.41% |
$1.08M - $1.19M
|
18.5K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-261- 13.87% |
$22.4K - $24.5K
|
1.62K
$138K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.77K- 5.32% |
$152K - $166K
|
31.5K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.6K- 71.74% |
$910K - $997K
|
4.18K
$357K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.01K+ 2.73% |
$86.9K - $95.3K
|
38.2K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6.83K- 65.6% |
$585K - $641K
|
3.58K
$306K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.53% |
$257 - $282
|
565
$48.2K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 1.17% |
$3.09K - $3.38K
|
3.03K
$259K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5K+ 127.18% |
$429K - $470K
|
8.94K
$763K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
781+ 12.75% |
$66.9K - $73.4K
|
6.91K
$590K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
57+ 0.74% |
$4.88K - $5.36K
|
7.73K
$660K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-49- 3.05% |
$4.2K - $4.6K
|
1.56K
$133K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.27K- 3.82% |
$451K - $495K
|
133K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
344K+ 5453.02% |
$29.4M - $32.3M
|
350K
$29.9M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
427+ 0.74% |
$36.6K - $40.1K
|
57.8K
$4.93M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.69K+ 49.91% |
$145K - $159K
|
5.09K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.6KNew |
$906K - $993K
|
10.6K
$903K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-33- 0.42% |
$2.83K - $3.1K
|
7.73K
$660K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
12.3K+ 3.38% |
$1.05M - $1.15M
|
376K
$32.1M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
156K+ 187.54% |
$13.4M - $14.7M
|
240K
$20.5M
|