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 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.7K- 43.64% |
$1.5M - $1.85M
|
25.4K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$688 - $847
|
2.25K
$191K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-362- 92.82% |
$27.7K - $34.1K
|
28
$2.38K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
57+ 0.69% |
$4.36K - $5.37K
|
8.36K
$710K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-379- 14.42% |
$29K - $35.7K
|
2.25K
$191K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-4.22K- 4.65% |
$322K - $397K
|
86.4K
$7.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-60- 8.51% |
$4.59K - $5.65K
|
645
$54.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-429- 0.16% |
$32.8K - $40.4K
|
273K
$23.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 13.8% |
$248K - $305K
|
20.3K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-237- 5.03% |
$18.1K - $22.3K
|
4.47K
$380K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-11.2K- 37.38% |
$853K - $1.05M
|
18.7K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-15.6K- 41.08% |
$1.19M - $1.47M
|
22.4K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.44K+ 15.73% |
$110K - $135K
|
10.6K
$899K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-110K- 38.22% |
$8.42M - $10.4M
|
178K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-10.9K- 58.58% |
$837K - $1.03M
|
7.74K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
13+ 0.52% |
$994 - $1.22K
|
2.49K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 15.42% |
$981K - $1.21M
|
70.4K
$5.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-309- 1.33% |
$23.6K - $29.1K
|
23K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.75K- 18.89% |
$134K - $165K
|
7.52K
$638K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-379- 7.93% |
$29K - $35.7K
|
4.4K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$306 - $377
|
15.7K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.94% |
$5.05K - $6.21K
|
7.06K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-245- 1.62% |
$18.7K - $23.1K
|
14.9K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.83K- 15.99% |
$217K - $267K
|
14.9K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30.2KNew |
$2.31M - $2.85M
|
30.2K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 22.93% |
$1.05M - $1.29M
|
46.1K
$3.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.83K- 9.39% |
$140K - $172K
|
17.6K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.49KNew |
$573K - $705K
|
7.49K
$636K
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.41M
|
15K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 3.38% |
$22.9K - $28.2K
|
9.19K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.3K+ 55.06% |
$328K - $404K
|
12.1K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.01K- 11.9% |
$77.2K - $95.1K
|
7.48K
$635K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
807+ 12.06% |
$61.7K - $76K
|
7.5K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-153- 1.04% |
$11.7K - $14.4K
|
14.6K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
142+ 0.41% |
$10.9K - $13.4K
|
34.4K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-43- 4.61% |
$3.29K - $4.05K
|
890
$75.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42+ 5.02% |
$3.21K - $3.95K
|
878
$74.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-115- 3.47% |
$8.79K - $10.8K
|
3.2K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.19K- 9.39% |
$244K - $300K
|
30.8K
$2.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2K- 2.74% |
$245K - $301K
|
113K
$9.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9.49K- 65.12% |
$725K - $893K
|
5.08K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
320+ 3.17% |
$24.5K - $30.1K
|
10.4K
$884K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
317+ 8.48% |
$24.2K - $29.8K
|
4.06K
$345K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
41+ 0.82% |
$3.13K - $3.86K
|
5.05K
$429K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-493- 8.01% |
$37.7K - $46.4K
|
5.66K
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.43KNew |
$186K - $229K
|
2.43K
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
489+ 7.65% |
$37.4K - $46K
|
6.88K
$584K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
651+ 126.9% |
$49.8K - $61.3K
|
1.16K
$98.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
43K+ 46283.87% |
$3.29M - $4.05M
|
43.1K
$3.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
456+ 5.3% |
$34.9K - $42.9K
|
9.06K
$770K
|