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 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.2% |
$85.7 - $94
|
513
$43.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.68% |
$171 - $188
|
295
$25.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.37K+ 8.13% |
$203K - $222K
|
31.5K
$2.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.85K+ 11.46% |
$416K - $456K
|
47.2K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
366+ 14.46% |
$31.4K - $34.4K
|
2.9K
$247K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-800- 7.42% |
$68.6K - $75.2K
|
9.98K
$852K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.36K+ 41.44% |
$117K - $128K
|
4.65K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.83K- 5.93% |
$157K - $172K
|
29K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
171+ 5.54% |
$14.7K - $16.1K
|
3.26K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.59K+ 258.33% |
$222K - $243K
|
3.59K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
694+ 18.4% |
$59.5K - $65.2K
|
4.47K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.08% |
$2.06K - $2.26K
|
28.5K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.74K- 3.6% |
$149K - $163K
|
46.6K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
11K+ 152.36% |
$939K - $1.03M
|
18.1K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$171 - $188
|
3.39K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-225- 3.49% |
$19.3K - $21.1K
|
6.22K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.2K- 89.82% |
$7.13M - $7.82M
|
9.43K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.24K+ 123700.0% |
$106K - $116K
|
1.24K
$106K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.42K- 1.92% |
$293K - $322K
|
175K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
717+ 3.34% |
$61.4K - $67.4K
|
22.2K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.0% |
$85.7 - $94
|
35.7K
$3.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-873- 15.63% |
$74.8K - $82K
|
4.71K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
25.9K+ 483.58% |
$2.22M - $2.44M
|
31.3K
$2.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 19.69% |
$9.86K - $10.8K
|
469
$40K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-329- 3.29% |
$28.2K - $30.9K
|
9.68K
$827K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6+ 0.21% |
$514 - $564
|
2.84K
$242K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.03K- 15.71% |
$88.3K - $96.8K
|
5.53K
$472K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-198- 2.23% |
$17K - $18.6K
|
8.68K
$741K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30.7K+ 34.43% |
$2.63M - $2.88M
|
120K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 8.83% |
$107K - $117K
|
15.3K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
730+ 44.43% |
$62.6K - $68.6K
|
2.37K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.67K+ 112.47% |
$143K - $157K
|
3.15K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 0.04% |
$1.03K - $1.13K
|
34.3K
$2.92M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
356+ 5.62% |
$30.5K - $33.4K
|
6.69K
$571K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.26% |
$7.46K - $8.17K
|
6.99K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-267- 7.51% |
$22.9K - $25.1K
|
3.29K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$184K - $202K
|
2.15K
$183K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$171 - $188
|
2
$171
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
358+ 4.54% |
$30.7K - $33.6K
|
8.25K
$704K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.18% |
$514 - $564
|
3.35K
$286K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
122KNew |
$10.5M - $11.5M
|
122K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 12.34% |
$99.2K - $109K
|
10.5K
$899K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
108+ 1.33% |
$9.26K - $10.1K
|
8.22K
$702K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1- 0.02% |
$85.7 - $94
|
5.78K
$493K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.45K- 11.99% |
$296K - $324K
|
25.3K
$2.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.45KNew |
$210K - $230K
|
2.45K
$209K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-67- 40.61% |
$5.74K - $6.3K
|
98
$8.37K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 16.67% |
$12.9K - $14.1K
|
750
$64K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 2.51% |
$173K - $189K
|
82.3K
$7.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-777- 1.72% |
$66.6K - $73K
|
44.4K
$3.79M
|