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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
223M+ 547621.56% |
$17B - $21B
|
223M
$19B
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.11KNew |
$162K - $199K
|
2.11K
$180K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-139- 0.45% |
$10.6K - $13.1K
|
30.5K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-390- 12.04% |
$29.8K - $36.7K
|
2.85K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-51.5K- 99.25% |
$3.94M - $4.85M
|
387
$33K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
57+ 1.32% |
$4.36K - $5.37K
|
4.39K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.29K+ 20.79% |
$252K - $310K
|
19.1K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
138+ 19.22% |
$10.5K - $13K
|
856
$73.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 6.66% |
$25K - $30.8K
|
4.58K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-411- 4.74% |
$31.4K - $38.7K
|
8.27K
$706K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
47+ 0.85% |
$3.59K - $4.42K
|
5.56K
$474K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
5.03K+ 24.95% |
$384K - $473K
|
25.2K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.62K+ 76.45% |
$429K - $529K
|
13K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-37- 0.38% |
$2.83K - $3.48K
|
9.75K
$833K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-629- 2.34% |
$48.1K - $59.2K
|
26.3K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46.8K- 71.69% |
$3.58M - $4.41M
|
18.5K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.54K- 17.73% |
$729K - $898K
|
44.3K
$3.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.93K- 40.67% |
$300K - $369K
|
5.73K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
134+ 0.53% |
$10.2K - $12.6K
|
25.6K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-33- 1.21% |
$2.52K - $3.11K
|
2.71K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.12K+ 5.96% |
$315K - $388K
|
73.3K
$6.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
177+ 5.97% |
$13.5K - $16.7K
|
3.14K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-377- 8.51% |
$28.8K - $35.5K
|
4.05K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5K- 53.83% |
$382K - $471K
|
4.29K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
510+ 1.13% |
$39K - $48K
|
45.5K
$3.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.04K+ 8.51% |
$79.3K - $97.6K
|
13.2K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
429+ 0.45% |
$32.8K - $40.4K
|
96.6K
$8.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-98- 3.24% |
$7.49K - $9.22K
|
2.92K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-9- 0.18% |
$688 - $847
|
5.12K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.1K- 46.96% |
$852K - $1.05M
|
12.6K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.3K+ 5.5% |
$175K - $216K
|
44.1K
$3.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
932+ 4.35% |
$71.2K - $87.7K
|
22.3K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-36- 1.4% |
$2.75K - $3.39K
|
2.53K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
23+ 0.4% |
$1.76K - $2.16K
|
5.83K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$153 - $188
|
7.49K
$639K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81K+ 223.77% |
$6.2M - $7.63M
|
117K
$10M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.19K- 10.02% |
$549K - $676K
|
64.5K
$5.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.36K- 22.5% |
$180K - $222K
|
8.12K
$693K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-917- 3.96% |
$70.1K - $86.3K
|
22.2K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.79KNew |
$366K - $451K
|
4.79K
$409K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-172- 2.27% |
$13.1K - $16.2K
|
7.41K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
536+ 20.0% |
$41K - $50.5K
|
3.22K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.12K- 22.12% |
$162K - $199K
|
7.46K
$637K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-292- 3.48% |
$22.3K - $27.5K
|
8.11K
$692K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-769- 34.83% |
$58.8K - $72.4K
|
1.44K
$123K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 15.54% |
$62.6K - $77.1K
|
4.45K
$380K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.84K+ 4.7% |
$140K - $173K
|
40.9K
$3.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-5- 0.03% |
$382 - $471
|
15.7K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.2% |
$382 - $471
|
2.48K
$212K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-1.06K- 21.32% |
$81.3K - $100K
|
3.93K
$335K
|