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 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.21K- 5.56% |
$246K - $302K
|
54.6K
$4.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-122- 3.41% |
$9.33K - $11.5K
|
3.46K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
244+ 9.39% |
$18.7K - $23K
|
2.84K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
119+ 0.44% |
$9.1K - $11.2K
|
27K
$2.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 2.25% |
$4.43K - $5.46K
|
2.53K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-362- 76.86% |
$27.7K - $34.1K
|
109
$9.32K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.2% |
$2.37K - $2.92K
|
15.9K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.73K- 15.3% |
$209K - $257K
|
15.1K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.11K- 6.33% |
$237K - $292K
|
45.9K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.93K- 41.9% |
$148K - $182K
|
2.68K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
214+ 17.36% |
$16.4K - $20.1K
|
1.45K
$124K
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.08K+ 5.09% |
$82.3K - $101K
|
22.2K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-822- 6.68% |
$62.8K - $77.4K
|
11.5K
$982K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.35K- 27.58% |
$103K - $127K
|
3.54K
$303K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-707- 7.77% |
$54K - $66.5K
|
8.39K
$717K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.01K+ 3.84% |
$77.3K - $95.2K
|
27.3K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
35K+ 44.9% |
$2.68M - $3.3M
|
113K
$9.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
3.5KNew |
$268K - $329K
|
3.5K
$299K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-87- 25.74% |
$6.65K - $8.19K
|
251
$21.5K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.68K- 3.9% |
$128K - $158K
|
41.4K
$3.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-17.9K- 80.15% |
$1.37M - $1.69M
|
4.44K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.44K- 2.38% |
$110K - $136K
|
59.2K
$5.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.5K+ 294.3% |
$1.18M - $1.46M
|
20.8K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
211+ 0.24% |
$16.1K - $19.9K
|
87.4K
$7.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
955+ 2.78% |
$73K - $89.9K
|
35.3K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.13K+ 8.4% |
$316K - $389K
|
53.3K
$4.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.7K- 10.29% |
$207K - $254K
|
23.6K
$2.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-199- 0.93% |
$15.2K - $18.7K
|
21.1K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.46K+ 2.62% |
$111K - $137K
|
57K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-5.02K- 44.26% |
$384K - $473K
|
6.32K
$540K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.87K+ 6.53% |
$449K - $552K
|
95.7K
$8.18M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.45K+ 11.32% |
$417K - $513K
|
53.6K
$4.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
323+ 1.83% |
$24.7K - $30.4K
|
17.9K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.67K- 1.88% |
$662K - $816K
|
453K
$38.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
707+ 6.17% |
$54K - $66.5K
|
12.2K
$1.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
674+ 6.98% |
$51.5K - $63.4K
|
10.3K
$883K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 5.68% |
$77.4K - $95.3K
|
18.8K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-700- 9.21% |
$53.5K - $65.9K
|
6.9K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-5.46K- 14.83% |
$417K - $514K
|
31.3K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
62+ 0.55% |
$4.74K - $5.84K
|
11.3K
$966K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-283- 9.49% |
$21.6K - $26.6K
|
2.7K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.15K- 1.46% |
$87.9K - $108K
|
77.4K
$6.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
14.6K+ 11.66% |
$1.12M - $1.38M
|
140K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-240- 8.95% |
$18.3K - $22.6K
|
2.44K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-125- 4.42% |
$9.56K - $11.8K
|
2.7K
$231K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-765- 13.8% |
$58.5K - $72K
|
4.78K
$408K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-215- 10.23% |
$16.4K - $20.2K
|
1.89K
$161K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-112- 0.38% |
$8.56K - $10.5K
|
29K
$2.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.97K- 7.6% |
$303K - $374K
|
48.2K
$4.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
984+ 4.44% |
$75.2K - $92.6K
|
23.1K
$1.98M
|