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 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 83.33% |
$3.82K - $4.71K
|
10
$849
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-25.8K- 47.08% |
$1.97M - $2.42M
|
28.9K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 16.67% |
$382 - $471
|
35
$2.97K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
309+ 9.13% |
$23.6K - $29.1K
|
3.69K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.05% |
$76.4 - $94.1
|
1.89K
$160K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
729+ 17.48% |
$55.7K - $68.6K
|
4.9K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.04K- 26.76% |
$232K - $286K
|
8.31K
$706K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
6.04K+ 9.62% |
$461K - $568K
|
68.7K
$5.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.81K- 34.65% |
$291K - $359K
|
7.19K
$610K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.8K- 59.65% |
$3.2M - $3.94M
|
28.3K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
37+ 2.49% |
$2.83K - $3.48K
|
1.52K
$129K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
22.2K+ 378.62% |
$1.69M - $2.09M
|
28K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-140- 2.18% |
$10.7K - $13.2K
|
6.29K
$534K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 5.36% |
$140K - $173K
|
32.4K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-1.13K- 29.06% |
$86.1K - $106K
|
2.75K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-256- 4.02% |
$19.6K - $24.1K
|
6.12K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
323+ 6.83% |
$24.7K - $30.4K
|
5.05K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11K+ 9.17% |
$839K - $1.03M
|
131K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
41+ 0.8% |
$3.13K - $3.86K
|
5.14K
$437K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-27- 0.27% |
$2.06K - $2.54K
|
10K
$851K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-715- 2.33% |
$54.7K - $67.3K
|
30K
$2.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
20.5KNew |
$1.57M - $1.93M
|
20.5K
$1.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-604- 59.68% |
$46.2K - $56.9K
|
408
$34.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.2% |
$7.34K - $9.04K
|
4.27K
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.82% |
$153 - $188
|
245
$20.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
847+ 4.78% |
$64.7K - $79.7K
|
18.6K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
200+ 2.59% |
$15.3K - $18.8K
|
7.93K
$673K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
147+ 1.76% |
$11.2K - $13.8K
|
8.49K
$721K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-153- 62.7% |
$11.7K - $14.4K
|
91
$7.73K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.78KNew |
$212K - $262K
|
2.78K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2+ 1.05% |
$153 - $188
|
193
$16.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
12.1K+ 30.53% |
$929K - $1.14M
|
51.9K
$4.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 4.09% |
$124K - $153K
|
38K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-320- 0.61% |
$24.5K - $30.1K
|
52.6K
$4.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
69+ 0.63% |
$5.27K - $6.49K
|
11.1K
$943K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10.4K- 98.58% |
$797K - $981K
|
150
$12.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
195+ 9.75% |
$14.9K - $18.4K
|
2.2K
$186K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.25K- 7.4% |
$325K - $400K
|
53.2K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.85K- 14.84% |
$371K - $457K
|
27.8K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.49K+ 71.29% |
$190K - $234K
|
5.97K
$507K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-230- 3.36% |
$17.6K - $21.6K
|
6.61K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-685- 5.23% |
$52.4K - $64.5K
|
12.4K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7KNew |
$535K - $659K
|
7K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
13.3K+ 10.76% |
$1.01M - $1.25M
|
136K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.21K- 5.56% |
$246K - $302K
|
54.6K
$4.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-122- 3.41% |
$9.33K - $11.5K
|
3.46K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
244+ 9.39% |
$18.7K - $23K
|
2.84K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
119+ 0.44% |
$9.1K - $11.2K
|
27K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 2.25% |
$4.43K - $5.46K
|
2.53K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-362- 76.86% |
$27.7K - $34.1K
|
109
$9.26K
|