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 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.44K+ 230.77% |
$381K - $417K
|
6.36K
$543K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 8.16% |
$1.03K - $1.13K
|
159
$13.6K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
420+ 17.7% |
$36K - $39.5K
|
2.79K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
244+ 0.8% |
$20.9K - $22.9K
|
30.7K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-763- 18.71% |
$65.4K - $71.7K
|
3.32K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.14% |
$1.37K - $1.5K
|
11.3K
$967K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.46K+ 4.91% |
$211K - $231K
|
52.6K
$4.49M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
575+ 4.65% |
$49.3K - $54K
|
12.9K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.4% |
$343 - $376
|
1.01K
$86K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 19.26% |
$2.23K - $2.44K
|
109
$9.31K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-964- 0.63% |
$82.6K - $90.6K
|
151K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
11.5KNew |
$982K - $1.08M
|
11.5K
$979K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.23% |
$6.08K - $6.67K
|
5.82K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-939- 1.36% |
$80.5K - $88.2K
|
68.1K
$5.81M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.16K- 5.17% |
$185K - $203K
|
39.7K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.7K+ 55.55% |
$1.17M - $1.29M
|
38.3K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.13K+ 1.71% |
$268K - $294K
|
186K
$15.9M
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 0.65% |
$2.57K - $2.82K
|
4.6K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
45+ 1.27% |
$3.86K - $4.23K
|
3.59K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-377- 3.3% |
$32.3K - $35.4K
|
11K
$942K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
215+ 1.54% |
$18.4K - $20.2K
|
14.2K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$187K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.01K+ 1.75% |
$172K - $189K
|
117K
$9.95M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-44.6K- 56.16% |
$3.82M - $4.19M
|
34.8K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20K- 10.73% |
$1.71M - $1.88M
|
166K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.4K- 26.37% |
$1.32M - $1.45M
|
43.1K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
58.2K+ 72.14% |
$4.99M - $5.47M
|
139K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-411- 12.56% |
$35.2K - $38.6K
|
2.86K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.82K- 39.24% |
$328K - $359K
|
5.92K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
80.7K+ 836.92% |
$6.92M - $7.58M
|
90.4K
$7.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
494+ 2.15% |
$42.3K - $46.4K
|
23.5K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-208- 3.03% |
$17.8K - $19.5K
|
6.65K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 0.16% |
$3.69K - $4.04K
|
27.8K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
138+ 2.45% |
$11.8K - $13K
|
5.76K
$492K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.16K- 25.04% |
$99.1K - $109K
|
3.46K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
489+ 2.88% |
$41.9K - $45.9K
|
17.4K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
653+ 10.15% |
$56K - $61.4K
|
7.09K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.35K+ 7.36% |
$115K - $126K
|
19.6K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-342- 4.02% |
$29.3K - $32.1K
|
8.16K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
56+ 0.83% |
$4.8K - $5.26K
|
6.84K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$59.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.29K- 21.22% |
$367K - $403K
|
15.9K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79+ 1.19% |
$6.77K - $7.42K
|
6.73K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
802+ 21.2% |
$68.7K - $75.4K
|
4.59K
$391K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.7K- 6.9% |
$916K - $1M
|
144K
$12.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-588K- 98.82% |
$50.4M - $55.3M
|
7.04K
$601K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-485- 20.46% |
$41.6K - $45.6K
|
1.89K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.53% |
$85.7 - $94
|
190
$16.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 4.3% |
$148K - $162K
|
41.9K
$3.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.68K+ 6.74% |
$658K - $722K
|
122K
$10.4M
|