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 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
521+ 6.09% |
$39.8K - $49K
|
9.08K
$771K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-31- 0.92% |
$2.37K - $2.92K
|
3.35K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.16KNew |
$547K - $674K
|
7.16K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-158- 1.6% |
$12.1K - $14.9K
|
9.71K
$825K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.6K- 3.89% |
$122K - $151K
|
39.5K
$3.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-683- 1.46% |
$52.2K - $64.3K
|
46K
$3.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-126- 2.2% |
$9.63K - $11.9K
|
5.61K
$477K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.15K- 11.3% |
$88.1K - $109K
|
9.05K
$769K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.97K- 33.88% |
$227K - $279K
|
5.79K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.18K+ 0.94% |
$243K - $299K
|
340K
$28.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 1.67% |
$4.28K - $5.27K
|
3.4K
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-37- 0.78% |
$2.83K - $3.48K
|
4.74K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 6.83% |
$91.1K - $112K
|
18.6K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-567- 6.07% |
$43.3K - $53.4K
|
8.78K
$745K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
266+ 19.7% |
$20.3K - $25K
|
1.62K
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-960- 6.82% |
$73.4K - $90.4K
|
13.1K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 1.05% |
$3.59K - $4.42K
|
4.5K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 19.18% |
$77.5K - $95.4K
|
4.27K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.64K- 28.34% |
$125K - $154K
|
4.14K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 16.49% |
$142K - $175K
|
13.1K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-469- 12.88% |
$35.9K - $44.1K
|
3.17K
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
102+ 0.22% |
$7.8K - $9.6K
|
47.5K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-345- 0.59% |
$26.4K - $32.5K
|
58.5K
$4.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 8.15% |
$268K - $331K
|
39.6K
$3.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 21.78% |
$175K - $216K
|
8.24K
$700K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-22.6K- 77.08% |
$1.73M - $2.13M
|
6.73K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 24.64% |
$1.01M - $1.24M
|
66.7K
$5.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-689- 18.37% |
$52.7K - $64.9K
|
3.06K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
402+ 14.39% |
$30.7K - $37.8K
|
3.2K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.02K- 62.78% |
$308K - $379K
|
2.39K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.25K+ 53.07% |
$325K - $400K
|
12.3K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
985+ 1.06% |
$75.3K - $92.7K
|
94.3K
$8.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.11K- 16.48% |
$161K - $198K
|
10.7K
$907K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-108- 1.93% |
$8.26K - $10.2K
|
5.49K
$467K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
226+ 2.7% |
$17.3K - $21.3K
|
8.61K
$731K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.92K- 63.48% |
$529K - $651K
|
3.98K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50.4K- 55.47% |
$3.85M - $4.75M
|
40.5K
$3.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 0.68% |
$2.37K - $2.92K
|
4.59K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
325+ 6.7% |
$24.8K - $30.6K
|
5.18K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.49K- 17.35% |
$190K - $234K
|
11.8K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.19% |
$382 - $471
|
2.62K
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-368- 25.03% |
$28.1K - $34.6K
|
1.1K
$93.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.87K+ 6.44% |
$525K - $646K
|
113K
$9.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71.9K- 73.32% |
$5.49M - $6.77M
|
26.2K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16+ 0.13% |
$1.22K - $1.51K
|
12.8K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.87K- 1.44% |
$143K - $176K
|
128K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 3.43% |
$6.5K - $8K
|
2.39K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
555+ 4.07% |
$42.4K - $52.2K
|
14.2K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.4K- 36.52% |
$337K - $415K
|
7.65K
$650K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
285+ 2.07% |
$21.8K - $26.8K
|
14.1K
$1.2M
|