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 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
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.44K- 3.24% |
$124K - $136K
|
43.1K
$3.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
70New |
$6K - $6.58K
|
70
$5.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-278- 2.91% |
$23.8K - $26.1K
|
9.27K
$791K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 99.0% |
$8.48K - $9.3K
|
1
$85.4
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-52K- 64.67% |
$4.45M - $4.88M
|
28.4K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
508+ 1.92% |
$43.5K - $47.7K
|
26.9K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.48K- 75.53% |
$298K - $327K
|
1.13K
$96.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 1.68% |
$89K - $97.6K
|
60.8K
$5.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
36K+ 130.82% |
$3.09M - $3.38M
|
63.5K
$5.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.58% |
$4.54K - $4.98K
|
3.4K
$291K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.49K- 14.89% |
$127K - $140K
|
8.49K
$725K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-518- 16.47% |
$44.4K - $48.7K
|
2.63K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-191- 3.24% |
$16.4K - $17.9K
|
5.71K
$488K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.1K+ 7.67% |
$694K - $761K
|
114K
$9.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.33K- 43.41% |
$371K - $407K
|
5.64K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 15.02% |
$42.9K - $47K
|
2.83K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
230New |
$19.7K - $21.6K
|
230
$19.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.94K- 64.4% |
$509K - $558K
|
3.28K
$280K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.3K- 49.98% |
$711K - $779K
|
8.3K
$709K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.84K+ 16.66% |
$329K - $361K
|
26.9K
$2.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.47K+ 3.91% |
$126K - $138K
|
39.1K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-619- 56.79% |
$53K - $58.2K
|
471
$40.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.66K+ 6.51% |
$314K - $344K
|
60K
$5.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.69K- 12.24% |
$145K - $159K
|
12.1K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-14K- 79.64% |
$1.2M - $1.32M
|
3.58K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-795- 9.28% |
$68.1K - $74.7K
|
7.78K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.42K- 14.67% |
$207K - $227K
|
14.1K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
131+ 2.42% |
$11.2K - $12.3K
|
5.54K
$473K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-952- 20.93% |
$81.6K - $89.4K
|
3.6K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17New |
$1.46K - $1.6K
|
17
$1.45K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55New |
$4.71K - $5.17K
|
55
$4.7K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
78+ 0.84% |
$6.68K - $7.33K
|
9.33K
$797K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-487- 2.25% |
$41.7K - $45.8K
|
21.1K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.2% |
$85.7 - $94
|
84
$7.17K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.1K+ 38.18% |
$180K - $197K
|
7.6K
$649K
|