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 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-15K- 52.74% |
$1.14M - $1.41M
|
13.4K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
905+ 1.89% |
$69.2K - $85.2K
|
48.9K
$4.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
36+ 0.42% |
$2.75K - $3.39K
|
8.62K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.41K- 33.64% |
$719K - $886K
|
18.6K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-194- 4.08% |
$14.8K - $18.3K
|
4.57K
$388K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-228- 1.17% |
$17.4K - $21.5K
|
19.2K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 2.99% |
$8.87K - $10.9K
|
3.99K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.54% |
$153 - $188
|
375
$31.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-293- 5.59% |
$22.4K - $27.6K
|
4.94K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.06K- 7.24% |
$80.9K - $99.7K
|
13.6K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
199+ 0.26% |
$15.2K - $18.7K
|
76.1K
$6.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-435- 8.72% |
$33.3K - $40.9K
|
4.56K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300+ 588.24% |
$22.9K - $28.2K
|
351
$29.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 35.57% |
$91.4K - $113K
|
4.56K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-215- 0.57% |
$16.4K - $20.2K
|
37.7K
$3.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.2K+ 5.51% |
$91.8K - $113K
|
23K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-441- 7.57% |
$33.7K - $41.5K
|
5.38K
$457K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.9K- 79.98% |
$145K - $179K
|
475
$40.3K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-56- 0.29% |
$4.28K - $5.27K
|
19K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.21% |
$76.4 - $94.1
|
470
$39.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-40- 0.99% |
$3.06K - $3.77K
|
4.01K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-200- 2.01% |
$15.3K - $18.8K
|
9.78K
$830K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.22K+ 3.49% |
$93.1K - $115K
|
36.1K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.71K- 19.09% |
$207K - $255K
|
11.5K
$976K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
663+ 5.18% |
$50.7K - $62.4K
|
13.5K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
39+ 0.9% |
$2.98K - $3.67K
|
4.35K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-144- 1.88% |
$11K - $13.6K
|
7.51K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.96K+ 5.33% |
$150K - $185K
|
38.8K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.08K- 14.04% |
$82.2K - $101K
|
6.59K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-206- 1.34% |
$15.7K - $19.4K
|
15.1K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.8K+ 161.93% |
$443K - $546K
|
9.38K
$796K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-10.2K- 67.92% |
$778K - $958K
|
4.81K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
229+ 2.78% |
$17.5K - $21.6K
|
8.45K
$718K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-11.3K- 63.36% |
$864K - $1.06M
|
6.54K
$555K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-34.3K- 68.44% |
$2.62M - $3.22M
|
15.8K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-496- 6.28% |
$37.9K - $46.7K
|
7.4K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
13.3KNew |
$1.02M - $1.26M
|
13.3K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 16.37% |
$76.4K - $94.1K
|
7.11K
$604K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.71% |
$306 - $377
|
569
$48.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-539- 4.94% |
$41.2K - $50.7K
|
10.4K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-39.4K- 8.4% |
$3.01M - $3.71M
|
430K
$36.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-144- 23.68% |
$11K - $13.6K
|
464
$39.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
71New |
$5.43K - $6.68K
|
71
$6.03K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
367+ 33.67% |
$28.1K - $34.5K
|
1.46K
$124K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-190- 5.52% |
$14.5K - $17.9K
|
3.25K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-459- 6.82% |
$35.1K - $43.2K
|
6.27K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
101+ 3.66% |
$7.72K - $9.51K
|
2.86K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-219- 78.78% |
$16.7K - $20.6K
|
59
$5.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.19K+ 7.91% |
$397K - $489K
|
70.8K
$6.01M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
289+ 9.76% |
$22.1K - $27.2K
|
3.25K
$276K
|