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 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.3K- 7.86% |
$943K - $1.16M
|
145K
$12.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.14K+ 9.7% |
$316K - $389K
|
46.8K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
9.02K+ 23.54% |
$689K - $849K
|
47.3K
$4.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-39.1K- 55.35% |
$2.99M - $3.68M
|
31.5K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.82K- 19.28% |
$216K - $266K
|
11.8K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.53K- 9.58% |
$117K - $144K
|
14.5K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 13.54% |
$30.6K - $37.7K
|
2.56K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.97KNew |
$380K - $468K
|
4.97K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-357- 0.78% |
$27.3K - $33.6K
|
45.5K
$3.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.08K+ 22.55% |
$389K - $479K
|
27.6K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-6.56K- 8.92% |
$501K - $617K
|
66.9K
$5.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-81- 74.31% |
$6.19K - $7.62K
|
28
$2.38K
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.2M- 99.26% |
$92M - $113M
|
8.99K
$763K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
157+ 5.48% |
$12K - $14.8K
|
3.02K
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.14K- 40.75% |
$86.8K - $107K
|
1.65K
$140K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
7.3K+ 35.07% |
$558K - $687K
|
28.1K
$2.39M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-98- 0.07% |
$7.49K - $9.22K
|
144K
$12.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23- 1.04% |
$1.76K - $2.16K
|
2.19K
$186K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-15- 0.47% |
$1.15K - $1.41K
|
3.17K
$270K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
56.6KNew |
$4.33M - $5.33M
|
56.6K
$4.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.94K+ 18.44% |
$224K - $276K
|
18.9K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
69.7K+ 102.61% |
$5.33M - $6.56M
|
138K
$11.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
175K+ 59.01% |
$13.4M - $16.5M
|
472K
$40.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.54K- 3.23% |
$347K - $427K
|
136K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 24.62% |
$846K - $1.04M
|
33.9K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-60.5K- 15.34% |
$4.62M - $5.69M
|
334K
$28.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.03M- 99.34% |
$78.9M - $97.2M
|
6.82K
$579K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-23.3K- 76.2% |
$1.78M - $2.19M
|
7.27K
$618K
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.4K+ 1.62% |
$873K - $1.07M
|
716K
$60.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-852- 11.93% |
$65.1K - $80.2K
|
6.29K
$534K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-187- 3.88% |
$14.3K - $17.6K
|
4.64K
$394K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
403+ 3.56% |
$30.8K - $37.9K
|
11.7K
$996K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.57K- 18.85% |
$120K - $148K
|
6.74K
$573K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.63K+ 3.12% |
$125K - $154K
|
53.9K
$4.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.84K- 15.44% |
$141K - $173K
|
10.1K
$856K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.59K- 84.84% |
$198K - $243K
|
462
$39.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
1.14K+ 5.36% |
$87.4K - $108K
|
22.5K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
829KNew |
$63.4M - $78M
|
829K
$70.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.1K+ 23.11% |
$999K - $1.23M
|
69.7K
$5.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
602+ 5.13% |
$46K - $56.7K
|
12.3K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-565- 43.76% |
$43.2K - $53.2K
|
726
$61.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
31.8KNew |
$2.43M - $2.99M
|
31.8K
$2.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-236- 7.18% |
$18K - $22.2K
|
3.05K
$259K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.5K+ 5.35% |
$115K - $141K
|
29.5K
$2.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$612 - $753
|
34.1K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.77K- 7.7% |
$135K - $166K
|
21.2K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.16K- 75.65% |
$700K - $863K
|
2.95K
$251K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
85.5KNew |
$6.54M - $8.05M
|
85.5K
$7.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.49KNew |
$267K - $328K
|
3.49K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
19+ 0.07% |
$1.45K - $1.79K
|
29.1K
$2.47M
|