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 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.6K- 58.58% |
$812K - $1M
|
7.52K
$638K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.5K- 38.77% |
$2.1M - $2.59M
|
43.5K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.34% |
$11.3K - $13.9K
|
2.62K
$223K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$76.4 - $94.1
|
872
$74.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-382- 8.84% |
$29.2K - $36K
|
3.94K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11+ 0.41% |
$841 - $1.04K
|
2.7K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-456- 5.84% |
$34.9K - $42.9K
|
7.35K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-429- 2.92% |
$32.8K - $40.4K
|
14.3K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
438+ 0.55% |
$33.5K - $41.2K
|
79.5K
$6.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-3.79K- 21.43% |
$289K - $356K
|
13.9K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-223M- 99.99% |
$17B - $21B
|
25.9K
$2.2M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 7.8% |
$4.2K - $5.18K
|
650
$55.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
443+ 8.27% |
$33.9K - $41.7K
|
5.8K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-15K- 2.68% |
$1.15M - $1.41M
|
545K
$46.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
25+ 0.09% |
$1.91K - $2.35K
|
28.6K
$2.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-274- 8.32% |
$20.9K - $25.8K
|
3.02K
$256K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-750- 16.33% |
$57.3K - $70.6K
|
3.84K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-314- 9.96% |
$24K - $29.6K
|
2.84K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-531- 15.72% |
$40.6K - $50K
|
2.85K
$242K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 11.75% |
$30.6K - $37.7K
|
3.8K
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.1K+ 19.91% |
$160K - $197K
|
12.6K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-229- 35.29% |
$17.5K - $21.6K
|
420
$35.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
112K+ 715.62% |
$8.55M - $10.5M
|
128K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
638+ 0.17% |
$48.8K - $60.1K
|
376K
$32M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.44K+ 10.62% |
$110K - $135K
|
15K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
150+ 2.25% |
$11.5K - $14.1K
|
6.82K
$579K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.53% |
$76.4 - $94.1
|
191
$16.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.16% |
$153 - $188
|
1.28K
$108K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-31- 0.93% |
$2.37K - $2.92K
|
3.32K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.63KNew |
$201K - $248K
|
2.63K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
15.5KNew |
$1.18M - $1.46M
|
15.5K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-625- 1.03% |
$47.8K - $58.8K
|
60.2K
$5.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.49K+ 66.46% |
$114K - $140K
|
3.73K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-245- 4.1% |
$18.7K - $23.1K
|
5.74K
$487K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
16K+ 41.03% |
$1.23M - $1.51M
|
55.1K
$4.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
138+ 1.76% |
$10.5K - $13K
|
7.97K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-150- 5.61% |
$11.5K - $14.1K
|
2.52K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-501- 12.52% |
$38.3K - $47.2K
|
3.5K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-425- 70.83% |
$32.5K - $40K
|
175
$14.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-177- 0.38% |
$13.5K - $16.7K
|
47K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.81% |
$3.82K - $4.71K
|
2.81K
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-583- 8.39% |
$44.6K - $54.9K
|
6.37K
$541K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
312+ 6.71% |
$23.8K - $29.4K
|
4.96K
$421K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-116- 3.23% |
$8.87K - $10.9K
|
3.48K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.37% |
$76.4 - $94.1
|
74
$6.28K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-11.9K- 53.35% |
$909K - $1.12M
|
10.4K
$884K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
88+ 1.9% |
$6.73K - $8.28K
|
4.73K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.15K- 30.64% |
$240K - $296K
|
7.12K
$605K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.35M - $2.89M
|
30.7K
$2.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
101+ 0.87% |
$7.72K - $9.51K
|
11.7K
$990K
|