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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.8K- 9.16% |
$154K - $169K
|
17.8K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-536- 79.64% |
$45.9K - $50.4K
|
137
$11.7K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
21.6K+ 36.95% |
$1.85M - $2.03M
|
79.9K
$6.82M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
97K+ 61.17% |
$8.31M - $9.12M
|
256K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-14.7K- 8.06% |
$1.26M - $1.38M
|
167K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.38K- 0.83% |
$118K - $129K
|
164K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.74K- 4.48% |
$149K - $164K
|
37.2K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.67K+ 1.83% |
$314K - $344K
|
204K
$17.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 2.6% |
$126K - $138K
|
55.1K
$4.71M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.5KNew |
$300K - $329K
|
3.5K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.05K- 2.15% |
$176K - $192K
|
93.1K
$7.95M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.65K- 3.52% |
$227K - $249K
|
72.6K
$6.2M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.66% |
$92.1K - $101K
|
39.3K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
410+ 7.85% |
$35.1K - $38.5K
|
5.64K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-32.8K- 99.37% |
$2.81M - $3.08M
|
208
$17.8K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.82K+ 24.76% |
$156K - $171K
|
9.17K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
105K+ 47.38% |
$9.01M - $9.88M
|
327K
$27.9M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 15.66% |
$59.5K - $65.2K
|
3.74K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.5K+ 4.32% |
$3.39M - $3.71M
|
955K
$81.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
400+ 10.26% |
$34.3K - $37.6K
|
4.3K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13+ 0.21% |
$1.11K - $1.22K
|
6.21K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.3K+ 12.52% |
$966K - $1.06M
|
101K
$8.65M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
52.9KNew |
$4.54M - $4.97M
|
52.9K
$4.52M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-111- 1.19% |
$9.51K - $10.4K
|
9.25K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-91- 1.33% |
$7.8K - $8.55K
|
6.74K
$576K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.29K- 40.0% |
$368K - $403K
|
6.44K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
922+ 1.19% |
$79K - $86.6K
|
78.2K
$6.68M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-5.9K- 31.06% |
$506K - $554K
|
13.1K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
104+ 0.64% |
$8.91K - $9.77K
|
16.4K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.1K- 37.23% |
$4.98M - $5.46M
|
97.9K
$8.36M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
25KNew |
$2.14M - $2.35M
|
25K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
104K+ 5524.99% |
$8.89M - $9.74M
|
106K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.6K- 54.32% |
$1.59M - $1.75M
|
15.6K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
95+ 0.06% |
$8.14K - $8.93K
|
162K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-23- 0.11% |
$1.97K - $2.16K
|
21.8K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.58KNew |
$221K - $242K
|
2.58K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
107KNew |
$9.17M - $10.1M
|
107K
$9.14M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.55M+ 18164.66% |
$133M - $146M
|
1.56M
$133M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-104- 0.86% |
$8.91K - $9.77K
|
11.9K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-197- 66.55% |
$16.9K - $18.5K
|
99
$8.45K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-659- 13.95% |
$56.5K - $61.9K
|
4.07K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-507- 5.53% |
$43.4K - $47.6K
|
8.65K
$739K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.75K+ 3.07% |
$236K - $258K
|
92.4K
$7.89M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-82.3K- 15.67% |
$7.05M - $7.73M
|
443K
$37.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.65K+ 22.87% |
$484K - $531K
|
30.4K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-616- 3.58% |
$52.8K - $57.9K
|
16.6K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-498- 10.5% |
$42.7K - $46.8K
|
4.25K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-286- 11.35% |
$24.5K - $26.9K
|
2.23K
$191K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
143+ 0.83% |
$12.3K - $13.4K
|
17.5K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.51K+ 36.75% |
$129K - $142K
|
5.6K
$478K
|