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 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.09K+ 32.46% |
$160K - $197K
|
8.52K
$728K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.85% |
$3.36K - $4.14K
|
5.23K
$446K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
566New |
$43.3K - $53.3K
|
566
$48.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.61K+ 7.13% |
$429K - $528K
|
84.3K
$7.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-960- 1.68% |
$73.4K - $90.4K
|
56K
$4.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.62% |
$5.43K - $6.68K
|
2.64K
$225K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.41% |
$382 - $471
|
1.21K
$103K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.08% |
$764 - $941
|
12.3K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-575- 10.76% |
$44K - $54.1K
|
4.77K
$407K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.11K- 28.32% |
$161K - $199K
|
5.35K
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.39K- 69.87% |
$182K - $225K
|
1.03K
$87.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-400- 21.15% |
$30.6K - $37.7K
|
1.49K
$127K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.09K+ 55.34% |
$160K - $196K
|
5.86K
$500K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.04K- 16.9% |
$156K - $192K
|
10K
$855K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 2.84% |
$140K - $172K
|
62.7K
$5.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-179- 4.1% |
$13.7K - $16.8K
|
4.19K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
20+ 0.62% |
$1.53K - $1.88K
|
3.24K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
482+ 1.93% |
$36.8K - $45.4K
|
25.4K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.12K- 4.71% |
$162K - $199K
|
42.8K
$3.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-205- 5.72% |
$15.7K - $19.3K
|
3.38K
$288K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
695+ 2.54% |
$53.1K - $65.4K
|
28K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 66.4% |
$1.21M - $1.49M
|
8K
$683K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.88KNew |
$603K - $742K
|
7.88K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.2K- 14.59% |
$1.01M - $1.24M
|
77.3K
$6.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.73KNew |
$362K - $445K
|
4.73K
$404K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-132- 1.53% |
$10.1K - $12.4K
|
8.49K
$725K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.72K- 41.58% |
$131K - $161K
|
2.41K
$206K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
530+ 46.01% |
$40.5K - $49.9K
|
1.68K
$144K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.88K+ 1.96% |
$144K - $177K
|
97.9K
$8.36M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.53% |
$15.3K - $18.8K
|
12.9K
$1.1M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.2KNew |
$245K - $301K
|
3.2K
$273K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.22K- 2.15% |
$93.6K - $115K
|
55.8K
$4.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10- 0.29% |
$764 - $941
|
3.47K
$296K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
962+ 5.44% |
$73.5K - $90.6K
|
18.7K
$1.59M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
140+ 4.32% |
$10.7K - $13.2K
|
3.38K
$289K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-171- 1.22% |
$13.1K - $16.1K
|
13.9K
$1.18M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 45.45% |
$419K - $516K
|
6.58K
$562K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.16K+ 23.1% |
$88.5K - $109K
|
6.17K
$527K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-546- 3.27% |
$41.7K - $51.4K
|
16.2K
$1.38M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
20.6K+ 63.69% |
$1.77M - $1.94M
|
53K
$4.52M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20+ 2.32% |
$1.71K - $1.88K
|
881
$75.2K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1- 0.03% |
$85.7 - $94
|
3.51K
$300K
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-104- 0.98% |
$8.91K - $9.77K
|
10.5K
$899K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
417+ 16.83% |
$35.7K - $39.2K
|
2.89K
$247K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-68- 13.55% |
$5.83K - $6.39K
|
434
$37.1K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.61K+ 0.83% |
$223K - $245K
|
317K
$27M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
33+ 0.47% |
$2.83K - $3.1K
|
7.08K
$604K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.49KNew |
$213K - $234K
|
2.49K
$212K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
11New |
$943 - $1.03K
|
11
$939
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
155K+ 2879.01% |
$13.3M - $14.5M
|
160K
$13.7M
|
|