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 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
19+ 0.07% |
$1.45K - $1.79K
|
29.1K
$2.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
466+ 4.48% |
$35.6K - $43.9K
|
10.9K
$922K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.84K- 9.39% |
$217K - $268K
|
27.4K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
900+ 28.81% |
$68.8K - $84.7K
|
4.02K
$342K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-311- 9.17% |
$23.8K - $29.3K
|
3.08K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-15- 0.12% |
$1.15K - $1.41K
|
12.4K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-752- 20.03% |
$57.5K - $70.8K
|
3K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
95+ 3.46% |
$7.26K - $8.94K
|
2.84K
$241K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
351+ 5.3% |
$26.8K - $33K
|
6.97K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 2.25% |
$80.3K - $98.8K
|
45.6K
$3.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
$841 - $1.04K
|
4.78K
$406K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.25K- 5.33% |
$249K - $306K
|
57.7K
$4.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.4KNew |
$870K - $1.07M
|
11.4K
$967K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-437- 13.28% |
$33.4K - $41.1K
|
2.85K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-421- 5.98% |
$32.2K - $39.6K
|
6.62K
$562K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-400- 1.48% |
$30.6K - $37.7K
|
26.6K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-9.79K- 2.45% |
$748K - $921K
|
390K
$33.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
231+ 9.64% |
$17.7K - $21.7K
|
2.63K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-70- 1.25% |
$5.35K - $6.59K
|
5.51K
$468K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
630+ 0.97% |
$48.2K - $59.3K
|
65.9K
$5.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
172+ 0.78% |
$13.1K - $16.2K
|
22.4K
$1.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.17K+ 3.63% |
$89.4K - $110K
|
33.4K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25+ 0.03% |
$1.91K - $2.35K
|
75K
$6.37M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-374- 0.94% |
$28.6K - $35.2K
|
39.4K
$3.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
351+ 0.85% |
$26.8K - $33K
|
41.5K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.57KNew |
$196K - $241K
|
2.57K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.07K- 33.95% |
$235K - $289K
|
5.98K
$507K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
410+ 7.11% |
$31.3K - $38.6K
|
6.17K
$524K
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
39+ 1.6% |
$2.98K - $3.67K
|
2.47K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-826- 0.97% |
$63.1K - $77.8K
|
84.5K
$7.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-39.7K- 61.57% |
$3.04M - $3.74M
|
24.8K
$2.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-547- 1.88% |
$41.8K - $51.5K
|
28.5K
$2.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-11K- 39.71% |
$841K - $1.04M
|
16.7K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.52K+ 28.13% |
$116K - $143K
|
6.91K
$587K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-304- 67.86% |
$23.2K - $28.6K
|
144
$12.2K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1K+ 34.23% |
$76.5K - $94.2K
|
3.93K
$333K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-540- 7.89% |
$41.3K - $50.8K
|
6.3K
$535K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.74K+ 105.3% |
$668K - $822K
|
17K
$1.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.6K- 61.26% |
$4.86M - $5.99M
|
40.2K
$3.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
547+ 5.8% |
$41.8K - $51.5K
|
9.98K
$847K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 11.14% |
$243K - $300K
|
31.8K
$2.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 1.55% |
$15.3K - $18.8K
|
12.7K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
89+ 0.88% |
$6.8K - $8.38K
|
10.2K
$869K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 350.66% |
$959K - $1.18M
|
16.1K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
29.8K+ 36.19% |
$2.28M - $2.81M
|
112K
$9.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-580- 11.76% |
$44.3K - $54.6K
|
4.35K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.48K- 4.35% |
$495K - $610K
|
143K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-69.8K- 33.26% |
$5.34M - $6.57M
|
140K
$11.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-110- 1.97% |
$8.41K - $10.4K
|
5.48K
$465K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-22- 33.85% |
$1.68K - $2.07K
|
43
$3.65K
|