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 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
588+ 21.03% |
$50.4K - $55.2K
|
3.38K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.36K+ 48.49% |
$631K - $692K
|
22.5K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.39K+ 9.92% |
$119K - $131K
|
15.4K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-9.52K- 40.71% |
$815K - $894K
|
13.9K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.47K- 15.32% |
$555K - $608K
|
35.8K
$3.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
4.01K+ 4.95% |
$344K - $377K
|
85.1K
$7.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.34KNew |
$372K - $408K
|
4.34K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-169- 10.22% |
$14.5K - $15.9K
|
1.48K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.5K+ 79.14% |
$983K - $1.08M
|
26K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.1K+ 184.29% |
$1.04M - $1.14M
|
18.7K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-147- 0.74% |
$12.6K - $13.8K
|
19.7K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.29K+ 3.52% |
$111K - $121K
|
37.9K
$3.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 0.66% |
$7.8K - $8.55K
|
13.8K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.24KNew |
$192K - $211K
|
2.24K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-190- 4.93% |
$16.3K - $17.9K
|
3.66K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-27.6K- 25.24% |
$2.37M - $2.6M
|
81.8K
$6.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.43K+ 129.11% |
$637K - $698K
|
13.2K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.74K- 49.83% |
$406K - $445K
|
4.77K
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.43% |
$1.71K - $1.88K
|
4.6K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.04K+ 3.15% |
$175K - $192K
|
66.8K
$5.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
997+ 16.69% |
$85.4K - $93.7K
|
6.97K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
1.72K+ 9.88% |
$147K - $161K
|
19.1K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-835- 8.2% |
$71.6K - $78.5K
|
9.34K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.9K- 24.43% |
$1.19M - $1.31M
|
43.1K
$3.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
63+ 1.84% |
$5.4K - $5.92K
|
3.49K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
362+ 13.97% |
$31K - $34K
|
2.95K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.59K- 10.2% |
$479K - $526K
|
49.3K
$4.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.6K- 51.53% |
$308K - $338K
|
3.38K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
398+ 41.76% |
$34.1K - $37.4K
|
1.35K
$115K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-500- 0.63% |
$42.9K - $47K
|
78.5K
$6.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 23.01% |
$901K - $988K
|
56.2K
$4.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-338- 1.75% |
$29K - $31.8K
|
18.9K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.22K+ 5.75% |
$104K - $114K
|
22.4K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 2.3% |
$105K - $115K
|
51.9K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-273- 0.08% |
$23.4K - $25.7K
|
349K
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9+ 0.12% |
$771 - $846
|
7.66K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-570- 10.39% |
$48.8K - $53.6K
|
4.92K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
10+ 0.37% |
$857 - $940
|
2.68K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-237- 9.32% |
$20.3K - $22.3K
|
2.31K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$85.7 - $94
|
871
$74.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.13K- 21.22% |
$96.9K - $106K
|
4.2K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-987- 2.49% |
$84.6K - $92.7K
|
38.7K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
577+ 2.1% |
$49.4K - $54.2K
|
28K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-165- 2.37% |
$14.1K - $15.5K
|
6.79K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
16.6K+ 6.48% |
$1.42M - $1.56M
|
273K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
658+ 1.63% |
$56.4K - $61.8K
|
41.1K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.98K- 62.72% |
$427K - $468K
|
2.96K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-21- 0.23% |
$1.8K - $1.97K
|
9.15K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.86K+ 8104.35% |
$160K - $175K
|
1.89K
$161K
|