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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
200New |
$17.1K - $18.8K
|
200
$17K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
51+ 0.27% |
$4.37K - $4.79K
|
18.8K
$1.6M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.29KNew |
$282K - $309K
|
3.29K
$279K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-3.43K- 7.07% |
$294K - $322K
|
45.1K
$3.83M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-415- 3.68% |
$35.6K - $39K
|
10.9K
$922K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20+ 2.32% |
$1.71K - $1.88K
|
881
$74.8K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1- 0.03% |
$85.7 - $94
|
3.51K
$298K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-68- 13.55% |
$5.83K - $6.39K
|
434
$36.9K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
11New |
$943 - $1.03K
|
11
$934
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-32- 0.65% |
$2.74K - $3.01K
|
4.89K
$415K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
66+ 8.89% |
$5.66K - $6.2K
|
808
$68.6K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-17.3K- 30.06% |
$1.48M - $1.62M
|
40.2K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-31.1K- 33.23% |
$2.67M - $2.92M
|
62.5K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.7K- 99.92% |
$1.94M - $2.13M
|
19
$1.61K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 6.45% |
$343 - $376
|
66
$5.61K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.06K- 36.94% |
$177K - $194K
|
3.52K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.3K- 49.72% |
$283K - $310K
|
3.34K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
PUT |
50KNew |
$4.29M - $4.7M
|
50K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
50KNew |
$4.29M - $4.7M
|
50K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34K+ 68.04% |
$2.91M - $3.19M
|
83.9K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-37.6K- 93.27% |
$3.22M - $3.53M
|
2.71K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.8K- 5.99% |
$326K - $357K
|
59.6K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.1K- 14.11% |
$1.03M - $1.13M
|
73.5K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
37.7KNew |
$3.23M - $3.54M
|
37.7K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.6K- 42.76% |
$223K - $244K
|
3.48K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-16K- 10.2% |
$1.37M - $1.5M
|
141K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-780- 7.02% |
$66.8K - $73.3K
|
10.3K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
52+ 0.06% |
$4.46K - $4.89K
|
87.9K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-280K- 30.94% |
$24M - $26.3M
|
625K
$53.1M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.14K+ 11.65% |
$697K - $765K
|
78K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 93.24% |
$118K - $130K
|
100
$8.49K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.1K- 15.69% |
$1.04M - $1.14M
|
65.2K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
102KNew |
$8.72M - $9.56M
|
102K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-600- 99.34% |
$51.4K - $56.4K
|
4
$340
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 22.35% |
$86.7K - $95.1K
|
3.52K
$299K
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
750KNew |
$64.3M - $70.5M
|
750K
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
35KNew |
$3M - $3.29M
|
35K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6K+ 222.0% |
$514K - $564K
|
8.71K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.97KNew |
$254K - $279K
|
2.97K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
47.1KNew |
$4.04M - $4.43M
|
47.1K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-32.3K- 96.79% |
$2.77M - $3.04M
|
1.07K
$91K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
44.6K+ 100.36% |
$3.82M - $4.19M
|
89K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 81.72% |
$1.08M - $1.18M
|
27.9K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-669K- 79.64% |
$57.3M - $62.8M
|
171K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
PUT |
200KNew |
$17.1M - $18.8M
|
200K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.53KNew |
$217K - $238K
|
2.53K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$182K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
SELL
|
PUT |
-31.5K- 66.46% |
$2.7M - $2.96M
|
15.9K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
25.2KNew |
$2.16M - $2.37M
|
25.2K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
York Capital Management Global Advisors, LLC
New York, NY |
BUY
|
PUT |
330KNew |
$28.3M - $31M
|
330K
$28M
|