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 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
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
67+ 0.75% |
$5.74K - $6.3K
|
8.98K
$767K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 0.19% |
$4.29K - $4.7K
|
25.7K
$2.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.73% |
$1.97K - $2.16K
|
3.19K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
776+ 16.14% |
$66.5K - $72.9K
|
5.58K
$477K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
423+ 2.06% |
$36.3K - $39.7K
|
20.9K
$1.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-454- 8.46% |
$38.9K - $42.7K
|
4.91K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 4.72% |
$20.6K - $22.6K
|
5.33K
$455K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-6.69K- 30.85% |
$573K - $628K
|
15K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
83+ 0.81% |
$7.11K - $7.8K
|
10.4K
$887K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13+ 0.42% |
$1.11K - $1.22K
|
3.09K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
421+ 4.25% |
$36.1K - $39.6K
|
10.3K
$882K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168+ 11.21% |
$14.4K - $15.8K
|
1.67K
$142K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.46K- 60.86% |
$383K - $419K
|
2.87K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-486- 3.21% |
$41.7K - $45.7K
|
14.7K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 12.86% |
$111K - $121K
|
8.76K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
241+ 5.92% |
$20.7K - $22.6K
|
4.31K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
507+ 5.41% |
$43.4K - $47.6K
|
9.87K
$843K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 14.13% |
$121K - $133K
|
8.61K
$735K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-287- 4.31% |
$24.6K - $27K
|
6.38K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.84KNew |
$329K - $361K
|
3.84K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-606- 0.79% |
$51.9K - $56.9K
|
75.9K
$6.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.09K- 10.62% |
$179K - $197K
|
17.6K
$1.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.2K- 10.21% |
$5.25M - $5.75M
|
539K
$46M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.62K- 34.95% |
$396K - $434K
|
8.6K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-43- 1.45% |
$3.69K - $4.04K
|
2.92K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 2.0% |
$85.7 - $94
|
51
$4.35K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-19K- 39.53% |
$1.63M - $1.79M
|
29.1K
$2.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-45- 0.63% |
$3.86K - $4.23K
|
7.14K
$610K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$171 - $188
|
10.3K
$882K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 24.43% |
$104K - $114K
|
3.74K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 3.83% |
$117K - $128K
|
36.8K
$3.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.26KNew |
$537K - $589K
|
6.26K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.89KNew |
$248K - $272K
|
2.89K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
149+ 3.14% |
$12.8K - $14K
|
4.89K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.1K+ 8.3% |
$1.89M - $2.08M
|
288K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-712- 17.8% |
$61K - $66.9K
|
3.29K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-284- 0.71% |
$24.3K - $26.7K
|
40K
$3.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$192K - $210K
|
2.24K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$943 - $1.03K
|
10.6K
$901K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-637- 4.92% |
$54.6K - $59.9K
|
12.3K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.7K- 60.12% |
$4.43M - $4.85M
|
34.3K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
69.4K+ 6.07% |
$5.94M - $6.52M
|
1.21M
$104M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.7K- 22.18% |
$231K - $254K
|
9.47K
$809K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-20.9K- 44.71% |
$1.79M - $1.96M
|
25.9K
$2.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$189K
|