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 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-283- 6.61% |
$24.3K - $26.6K
|
4K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
150+ 2.52% |
$12.9K - $14.1K
|
6.11K
$521K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.2K- 59.24% |
$1.13M - $1.24M
|
9.06K
$773K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.29KNew |
$282K - $310K
|
3.29K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.2% |
$42.9K - $47K
|
41.1K
$3.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.3K+ 19.32% |
$1.74M - $1.91M
|
125K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
675+ 68.11% |
$57.8K - $63.4K
|
1.67K
$142K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.35KNew |
$201K - $221K
|
2.35K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
438+ 8.91% |
$37.5K - $41.2K
|
5.36K
$457K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.96K- 75.38% |
$682K - $748K
|
2.6K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-162- 0.19% |
$13.9K - $15.2K
|
87.2K
$7.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-163- 3.63% |
$14K - $15.3K
|
4.33K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-9.72K- 75.58% |
$833K - $913K
|
3.14K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-260- 1.6% |
$22.3K - $24.4K
|
16K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
335+ 6.32% |
$28.7K - $31.5K
|
5.64K
$481K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-210- 1.53% |
$18K - $19.7K
|
13.5K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
$28.2K - $30.9K
|
329
$28.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
480+ 4.09% |
$41.1K - $45.1K
|
12.2K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
300+ 4.93% |
$25.7K - $28.2K
|
6.39K
$546K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-18.1K- 44.76% |
$1.55M - $1.7M
|
22.3K
$1.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.35K+ 20.89% |
$116K - $127K
|
7.8K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.53% |
$85.7 - $94
|
191
$16.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.09% |
$8.57K - $9.4K
|
9.05K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 15.36% |
$6.86K - $7.52K
|
441
$37.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$943 - $1.03K
|
2.4K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
329+ 7.32% |
$28.2K - $30.9K
|
4.83K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.05K+ 14.52% |
$90.3K - $99K
|
8.31K
$710K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.49K+ 40.87% |
$128K - $140K
|
5.13K
$438K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.17K+ 3.54% |
$101K - $110K
|
34.3K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-100- 3.13% |
$8.57K - $9.4K
|
3.1K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-350- 1.06% |
$30K - $32.9K
|
32.7K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-251- 8.35% |
$21.5K - $23.6K
|
2.76K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.6K- 4.83% |
$394K - $432K
|
90.7K
$7.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
677+ 0.91% |
$58K - $63.6K
|
74.8K
$6.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
89+ 0.8% |
$7.63K - $8.36K
|
11.2K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-555- 0.9% |
$47.6K - $52.1K
|
60.8K
$5.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
231+ 1.06% |
$19.8K - $21.7K
|
22.1K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
170+ 1.64% |
$14.6K - $16K
|
10.6K
$901K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-511- 26.82% |
$43.8K - $48K
|
1.39K
$119K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-46- 1.02% |
$3.94K - $4.32K
|
4.47K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34New |
$2.91K - $3.19K
|
34
$2.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-383- 13.89% |
$32.8K - $36K
|
2.37K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.22% |
$23.7K - $26K
|
4.18K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
13.1K+ 501.61% |
$1.12M - $1.23M
|
15.7K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-643- 0.99% |
$55.1K - $60.4K
|
64.1K
$5.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
412+ 3.14% |
$35.3K - $38.7K
|
13.5K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.26K+ 5.45% |
$365K - $400K
|
82.4K
$7.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-798- 22.57% |
$68.4K - $75K
|
2.74K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.04K+ 39.4% |
$175K - $192K
|
7.23K
$617K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
615+ 3.85% |
$52.7K - $57.8K
|
16.6K
$1.42M
|