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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-575K- 99.66% |
$49.3M - $54.1M
|
1.96K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.4K+ 3.79% |
$292K - $320K
|
93.3K
$7.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.57K- 8.84% |
$134K - $147K
|
16.2K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-350- 3.54% |
$30K - $32.9K
|
9.54K
$815K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-555- 9.01% |
$47.6K - $52.1K
|
5.61K
$479K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 0.62% |
$6.86K - $7.52K
|
13.1K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-394- 3.38% |
$33.8K - $37K
|
11.2K
$960K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-249- 6.84% |
$21.3K - $23.4K
|
3.39K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.08K- 4.65% |
$178K - $195K
|
42.6K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.1K- 23.29% |
$437K - $479K
|
16.8K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
1.15K+ 3.73% |
$98.7K - $108K
|
32K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.21K- 1.1% |
$275K - $302K
|
288K
$24.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.18K- 36.24% |
$359K - $393K
|
7.36K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$51.4K - $56.4K
|
600
$51.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.07% |
$514 - $564
|
9.05K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.82K- 12.31% |
$584K - $641K
|
48.6K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-541- 2.79% |
$46.4K - $50.8K
|
18.8K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$352K - $386K
|
4.11K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
57New |
$4.88K - $5.36K
|
57
$4.87K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.62KNew |
$396K - $434K
|
4.62K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
385+ 0.99% |
$33K - $36.2K
|
39.2K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
95+ 1.52% |
$8.14K - $8.93K
|
6.35K
$542K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-360- 11.25% |
$30.9K - $33.8K
|
2.84K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-8.35K- 6.38% |
$716K - $785K
|
122K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.7K- 12.37% |
$1.52M - $1.67M
|
126K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
184+ 0.49% |
$15.8K - $17.3K
|
38K
$3.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$429 - $470
|
5.85K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.5% |
$2.31K - $2.54K
|
5.39K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.79% |
$257 - $282
|
385
$32.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$127K - $139K
|
1.48K
$126K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.63K- 85.81% |
$311K - $341K
|
600
$51.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-26.7K- 89.37% |
$2.29M - $2.51M
|
3.18K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
200+ 2.61% |
$17.1K - $18.8K
|
7.86K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55.9K- 49.96% |
$4.79M - $5.25M
|
56K
$4.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.75K- 7.2% |
$322K - $353K
|
48.4K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.1K+ 1.01% |
$94.2K - $103K
|
109K
$9.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-292- 2.13% |
$25K - $27.4K
|
13.4K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-83- 1.36% |
$7.11K - $7.8K
|
6.03K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-20- 5.22% |
$1.71K - $1.88K
|
363
$31K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.38% |
$89.4K - $98K
|
29.8K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
368+ 5.55% |
$31.5K - $34.6K
|
7K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-251- 6.27% |
$21.5K - $23.6K
|
3.75K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.83K- 23.35% |
$414K - $454K
|
15.9K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-112- 2.3% |
$9.6K - $10.5K
|
4.76K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18- 0.08% |
$1.54K - $1.69K
|
23.3K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-400- 3.36% |
$34.3K - $37.6K
|
11.5K
$983K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
161+ 2.94% |
$13.8K - $15.1K
|
5.64K
$481K
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-293- 3.3% |
$25.1K - $27.5K
|
8.59K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.24K+ 4.26% |
$706K - $775K
|
202K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
113+ 4.78% |
$9.68K - $10.6K
|
2.48K
$211K
|