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 14, 2025
Q2 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
500+ 10.0% |
$38.2K - $47.1K
|
5.5K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-283K- 97.37% |
$21.7M - $26.7M
|
7.66K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.75KNew |
$210K - $258K
|
2.75K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.29KNew |
$328K - $404K
|
4.29K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
449K+ 4.79% |
$34.3M - $42.3M
|
9.84M
$859M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-720K- 12.43% |
$55M - $67.7M
|
5.07M
$443M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 5.03% |
$288K - $355K
|
78.8K
$6.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.5K+ 162.94% |
$2.94M - $3.62M
|
62.1K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 4.84% |
$1.76K - $2.16K
|
452
$39.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.85% |
$1.91K - $2.35K
|
2.98K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.27K- 1.76% |
$97K - $119K
|
70.6K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-285- 3.75% |
$21.8K - $26.8K
|
7.31K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-500- 1.26% |
$38.2K - $47.1K
|
39.1K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
25KNew |
$1.91M - $2.35M
|
25K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-103- 0.38% |
$7.87K - $9.7K
|
26.8K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
57+ 0.82% |
$4.36K - $5.37K
|
7.02K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.07M- 41.36% |
$158M - $195M
|
2.94M
$257M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.27K+ 4.0% |
$479K - $590K
|
163K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
466K+ 2501.35% |
$35.6M - $43.9M
|
485K
$42.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
20KNew |
$1.53M - $1.88M
|
20K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 10.72% |
$3.01M - $3.71M
|
407K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.3K+ 68.37% |
$788K - $970K
|
25.4K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
20KNew |
$1.53M - $1.88M
|
20K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
998+ 20.73% |
$76.3K - $93.9K
|
5.81K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-1.08M- 95.43% |
$82.9M - $102M
|
52K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-66.1K- 73.34% |
$5.05M - $6.22M
|
24K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28.2KNew |
$2.16M - $2.66M
|
28.2K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-10.6K- 18.59% |
$811K - $999K
|
46.5K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
19.5KNew |
$1.49M - $1.84M
|
19.5K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.6K+ 7.45% |
$1.8M - $2.22M
|
340K
$29.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-324- 10.03% |
$24.8K - $30.5K
|
2.91K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.37K- 46.67% |
$181K - $223K
|
2.71K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
67.2KNew |
$5.14M - $6.33M
|
67.2K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
542K+ 3.81% |
$41.4M - $51M
|
14.8M
$1.29B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
451K+ 19.94% |
$34.5M - $42.4M
|
2.71M
$237M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.66K- 20.15% |
$509K - $627K
|
26.4K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.32K- 10.69% |
$406K - $500K
|
44.4K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
194+ 4.98% |
$14.8K - $18.3K
|
4.09K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.1K+ 6.08% |
$237K - $292K
|
54.1K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-774- 7.49% |
$59.2K - $72.9K
|
9.57K
$836K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-247- 8.89% |
$18.9K - $23.3K
|
2.53K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 0.91% |
$5.35K - $6.59K
|
7.59K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
31.5K+ 23.52% |
$2.4M - $2.96M
|
165K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
11+ 0.07% |
$841 - $1.04K
|
14.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.84% |
$30.6K - $37.7K
|
47.8K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-890- 7.85% |
$68K - $83.8K
|
10.4K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 24.14% |
$2.68K - $3.29K
|
110
$9.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.7K- 8.39% |
$896K - $1.1M
|
128K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
25.6KNew |
$1.95M - $2.41M
|
25.6K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
91.9K+ 158.21% |
$7.03M - $8.65M
|
150K
$13.1M
|