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 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.75K- 12.74% |
$236K - $259K
|
18.9K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 11.84% |
$944K - $1.03M
|
104K
$8.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.8K- 18.49% |
$1.1M - $1.21M
|
56.6K
$4.83M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
900New |
$77.1K - $84.6K
|
900
$76.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
535+ 14.51% |
$45.8K - $50.3K
|
4.22K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.15K- 58.74% |
$784K - $860K
|
6.43K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
751+ 10.23% |
$64.4K - $70.6K
|
8.09K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.76K+ 65.32% |
$151K - $166K
|
4.46K
$381K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-454- 14.13% |
$38.9K - $42.7K
|
2.76K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.62K- 8.76% |
$224K - $246K
|
27.2K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-18.2K- 23.43% |
$1.56M - $1.71M
|
59.3K
$5.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-364- 4.09% |
$31.2K - $34.2K
|
8.53K
$728K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 6.13% |
$12.6K - $13.8K
|
2.54K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.63K- 57.06% |
$140K - $153K
|
1.23K
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
124+ 1.24% |
$10.6K - $11.7K
|
10.1K
$866K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 38.46% |
$4.29K - $4.7K
|
180
$15.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 0.71% |
$11.1K - $12.1K
|
18.2K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-25- 0.06% |
$2.14K - $2.35K
|
43.9K
$3.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-314- 3.82% |
$26.9K - $29.5K
|
7.9K
$674K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-87- 2.18% |
$7.46K - $8.17K
|
3.91K
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.32K- 8.17% |
$542K - $594K
|
71K
$6.06M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-534- 18.65% |
$45.8K - $50.2K
|
2.33K
$199K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13.2K+ 95.77% |
$1.13M - $1.24M
|
26.9K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-31- 0.5% |
$2.66K - $2.91K
|
6.2K
$530K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.26K- 3.98% |
$108K - $119K
|
30.5K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.2KNew |
$189K - $207K
|
2.2K
$188K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
362+ 1292.86% |
$31K - $34K
|
390
$33.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 1.16% |
$2.83K - $3.1K
|
2.87K
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.19% |
$1.29K - $1.41K
|
7.8K
$666K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.3% |
$40K - $43.9K
|
20.8K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
3.19K+ 17.61% |
$274K - $300K
|
21.3K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
13.3K+ 1.93% |
$1.14M - $1.25M
|
704K
$60.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.66K+ 8.23% |
$142K - $156K
|
21.8K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
111New |
$9.51K - $10.4K
|
111
$9.48K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-999- 2.43% |
$85.6K - $93.9K
|
40.1K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-26.7K- 84.79% |
$2.29M - $2.51M
|
4.8K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$1.89K - $2.07K
|
22
$1.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
437New |
$37.5K - $41.1K
|
437
$37.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-766- 9.81% |
$65.6K - $72K
|
7.04K
$601K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
244New |
$20.9K - $22.9K
|
244
$20.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
356+ 7.22% |
$30.5K - $33.4K
|
5.29K
$451K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.22K+ 69.88% |
$190K - $208K
|
5.39K
$460K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.26K+ 7.34% |
$194K - $213K
|
33.1K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-134- 2.0% |
$11.5K - $12.6K
|
6.57K
$561K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
486+ 2.22% |
$41.7K - $45.7K
|
22.4K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.2K- 9.52% |
$703K - $771K
|
78K
$6.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.29K+ 7.57% |
$197K - $215K
|
32.6K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.36K- 30.93% |
$116K - $127K
|
3.03K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-22.9K- 56.46% |
$1.96M - $2.15M
|
17.7K
$1.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.62K- 2.43% |
$139K - $152K
|
65.2K
$5.57M
|