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 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-448- 3.84% |
$38.4K - $42.1K
|
11.2K
$958K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29New |
$2.49K - $2.72K
|
29
$2.48K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.17K - $3.48K
|
37
$3.16K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-614- 21.22% |
$52.6K - $57.7K
|
2.28K
$195K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.32K- 17.68% |
$628K - $688K
|
34.1K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-460- 5.66% |
$39.4K - $43.2K
|
7.67K
$655K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.88K- 1.99% |
$161K - $177K
|
92.9K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
165+ 2.9% |
$14.1K - $15.5K
|
5.85K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 1.26% |
$9.77K - $10.7K
|
9.2K
$785K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-4.97K- 7.05% |
$426K - $467K
|
65.6K
$5.6M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-370- 4.27% |
$31.7K - $34.8K
|
8.3K
$708K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
618+ 2.38% |
$53K - $58.1K
|
26.6K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 0.29% |
$1.46K - $1.6K
|
5.9K
$503K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 1.22% |
$2.57K - $2.82K
|
2.5K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-657K- 98.51% |
$56.3M - $61.7M
|
9.92K
$847K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18- 3.86% |
$1.54K - $1.69K
|
448
$38.3K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11K+ 25.52% |
$943K - $1.03M
|
54.1K
$4.62M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-159- 1.63% |
$13.6K - $14.9K
|
9.62K
$821K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-86K- 86.74% |
$7.37M - $8.08M
|
13.1K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.18KNew |
$187K - $205K
|
2.18K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.36K+ 22.56% |
$202K - $221K
|
12.8K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$343 - $376
|
3.36K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
31+ 0.12% |
$2.66K - $2.91K
|
24.9K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
8.46K+ 17.4% |
$725K - $795K
|
57.1K
$4.87M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.43% |
$257 - $282
|
707
$60.4K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-30- 0.68% |
$2.57K - $2.82K
|
4.41K
$377K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-351- 1.54% |
$30.1K - $33K
|
22.4K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-519- 43.32% |
$44.5K - $48.8K
|
679
$58K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
254+ 1.91% |
$21.8K - $23.9K
|
13.6K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600New |
$51.4K - $56.4K
|
600
$51.2K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31K- 37.65% |
$2.65M - $2.91M
|
51.3K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.03% |
$257 - $282
|
11.4K
$969K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-139- 11.78% |
$11.9K - $13.1K
|
1.04K
$88.9K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.91K+ 4.79% |
$763K - $837K
|
195K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-49.6K- 67.7% |
$4.25M - $4.66M
|
23.7K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
284+ 7.33% |
$24.3K - $26.7K
|
4.16K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-943- 30.98% |
$80.8K - $88.6K
|
2.1K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 6.22% |
$21.4K - $23.5K
|
3.77K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.35K- 26.26% |
$201K - $221K
|
6.6K
$564K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
17.7K+ 178.23% |
$1.52M - $1.67M
|
27.7K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.68K+ 31.55% |
$315K - $346K
|
15.3K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
125+ 1.2% |
$10.7K - $11.7K
|
10.5K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.24K- 2.64% |
$106K - $117K
|
45.9K
$3.92M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-145- 65.61% |
$12.4K - $13.6K
|
76
$6.49K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-820- 0.54% |
$70.3K - $77K
|
150K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.69K- 3.32% |
$144K - $158K
|
49.1K
$4.19M
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-708- 21.24% |
$60.7K - $66.5K
|
2.63K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$17.1K - $18.8K
|
200
$17.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33.3K+ 9.08% |
$2.86M - $3.13M
|
400K
$34.2M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 29.31% |
$95.1K - $104K
|
2.68K
$229K
|