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 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-286- 0.51% |
$24.5K - $26.9K
|
55.5K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
91+ 37.6% |
$7.8K - $8.55K
|
333
$28.4K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.74K- 23.16% |
$492K - $539K
|
19.1K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.8K - $1.97K
|
21
$1.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
774+ 2.5% |
$66.3K - $72.7K
|
31.7K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.37KNew |
$375K - $411K
|
4.37K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.86K- 9.69% |
$159K - $174K
|
17.3K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
40.4K+ 101.52% |
$3.47M - $3.8M
|
80.3K
$6.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.56K- 4.61% |
$134K - $146K
|
32.2K
$2.75M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
288+ 0.6% |
$24.7K - $27.1K
|
48.2K
$4.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
494+ 17.13% |
$42.3K - $46.4K
|
3.38K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.52KNew |
$302K - $331K
|
3.52K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-219- 1.47% |
$18.8K - $20.6K
|
14.7K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.77K- 68.34% |
$495K - $542K
|
2.67K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68K+ 9.55% |
$5.82M - $6.39M
|
780K
$66.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 3.06% |
$10.9K - $11.9K
|
4.02K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-419- 1.85% |
$35.9K - $39.4K
|
22.2K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.06K+ 49.77% |
$177K - $194K
|
6.2K
$529K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
5.98KNew |
$512K - $562K
|
5.98K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-227- 14.95% |
$19.5K - $21.3K
|
1.29K
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26K- 43.56% |
$2.23M - $2.44M
|
33.6K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-56- 1.69% |
$4.8K - $5.26K
|
3.27K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
557+ 3.25% |
$47.7K - $52.3K
|
17.7K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-151- 1.89% |
$12.9K - $14.2K
|
7.83K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-54- 1.61% |
$4.63K - $5.07K
|
3.29K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.95K- 34.6% |
$167K - $184K
|
3.69K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
229+ 0.45% |
$19.6K - $21.5K
|
51.6K
$4.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
335+ 418.75% |
$28.7K - $31.5K
|
415
$35.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-35- 0.61% |
$3K - $3.29K
|
5.74K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-9.48K- 26.53% |
$812K - $891K
|
26.2K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$441K - $483K
|
5.14K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
167+ 0.42% |
$14.3K - $15.7K
|
39.8K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
7New |
$600 - $658
|
7
$598
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
4.64KNew |
$398K - $436K
|
4.64K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.88K+ 9.62% |
$675K - $740K
|
89.8K
$7.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-2.47K- 47.03% |
$212K - $232K
|
2.79K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.57K- 11.33% |
$820K - $900K
|
74.9K
$6.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-15.2K- 25.49% |
$1.3M - $1.43M
|
44.4K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-99- 1.85% |
$8.48K - $9.3K
|
5.26K
$449K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
972+ 152.11% |
$83.3K - $91.3K
|
1.61K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.35K+ 4.39% |
$115K - $126K
|
32K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-351- 2.95% |
$30.1K - $33K
|
11.6K
$987K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.82K- 21.84% |
$670K - $735K
|
28K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-549- 1.55% |
$47K - $51.6K
|
34.9K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$85.7 - $94
|
1
$85.4
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-618- 9.9% |
$53K - $58.1K
|
5.63K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
154+ 2.67% |
$13.2K - $14.5K
|
5.91K
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.92K- 15.26% |
$508K - $556K
|
32.9K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18K+ 35.87% |
$273K - $299K
|
12.1K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.08K+ 33.25% |
$92.5K - $101K
|
4.32K
$369K
|