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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.09K- 2.07% |
$83.2K - $102K
|
51.5K
$4.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
481+ 6.59% |
$36.8K - $45.3K
|
7.78K
$661K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$15.3K - $18.8K
|
200
$17K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.62K- 24.41% |
$277K - $341K
|
11.2K
$953K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 0.83% |
$4.59K - $5.65K
|
7.25K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.59K+ 41.05% |
$427K - $526K
|
19.2K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-77- 2.18% |
$5.89K - $7.25K
|
3.45K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-391- 1.85% |
$29.9K - $36.8K
|
20.8K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.1K- 11.94% |
$84.4K - $104K
|
8.14K
$692K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
15+ 0.44% |
$1.15K - $1.41K
|
3.45K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-129- 4.87% |
$9.86K - $12.1K
|
2.52K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-885- 21.01% |
$67.6K - $83.3K
|
3.33K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.2K+ 24.44% |
$474K - $584K
|
31.6K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.79K+ 7.0% |
$672K - $828K
|
134K
$11.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.53K+ 4.86% |
$346K - $426K
|
97.7K
$8.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-20.9K- 5.98% |
$1.6M - $1.97M
|
328K
$27.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-905- 9.51% |
$69.2K - $85.2K
|
8.61K
$731K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
119New |
$9.1K - $11.2K
|
119
$10.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
309+ 12.51% |
$23.6K - $29.1K
|
2.78K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.61K- 19.18% |
$276K - $340K
|
15.2K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-151- 17.4% |
$11.5K - $14.2K
|
717
$60.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.57K- 4.83% |
$349K - $430K
|
90K
$7.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-548- 9.89% |
$41.9K - $51.6K
|
4.99K
$424K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-966- 4.07% |
$73.8K - $90.9K
|
22.8K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-534- 3.98% |
$40.8K - $50.3K
|
12.9K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
15+ 0.61% |
$1.15K - $1.41K
|
2.49K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-71.2K- 42.88% |
$5.45M - $6.71M
|
94.9K
$8.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.04% |
$133K - $164K
|
41.3K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
833+ 29.13% |
$63.7K - $78.4K
|
3.69K
$314K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.37K- 26.53% |
$258K - $317K
|
9.33K
$793K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-21.8K- 32.68% |
$1.67M - $2.06M
|
45K
$3.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-462- 2.85% |
$35.3K - $43.5K
|
15.7K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$3.82K - $4.71K
|
7.81K
$663K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.04K- 9.67% |
$156K - $192K
|
19.1K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.03K- 5.07% |
$155K - $191K
|
38K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 244.83% |
$5.43K - $6.68K
|
100
$8.49K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
71+ 1.14% |
$5.43K - $6.68K
|
6.27K
$533K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-90- 1.34% |
$6.88K - $8.47K
|
6.63K
$563K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
34.2KNew |
$2.61M - $3.22M
|
34.2K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
92+ 2.23% |
$7.03K - $8.66K
|
4.22K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.97K- 19.25% |
$227K - $279K
|
12.4K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.34K- 16.47% |
$103K - $126K
|
6.81K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-378K- 97.52% |
$28.9M - $35.6M
|
9.62K
$817K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-2.38K- 6.22% |
$182K - $224K
|
35.8K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-27.3K- 25.93% |
$2.09M - $2.57M
|
78K
$6.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-408- 1.17% |
$31.2K - $38.4K
|
34.5K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-131- 2.25% |
$10K - $12.3K
|
5.68K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.24% |
$1.3K - $1.6K
|
7.17K
$609K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 1.55% |
$5.27K - $6.49K
|
4.53K
$385K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.01K+ 3.09% |
$76.9K - $94.7K
|
33.6K
$2.85M
|