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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
CALL |
30KNew |
$2.57M - $2.82M
|
30K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
6.7KNew |
$574K - $629K
|
6.7K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.66KNew |
$399K - $437K
|
4.66K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
48New |
$4.11K - $4.51K
|
48
$4.08K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.46KNew |
$211K - $231K
|
2.46K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
PUT |
10.1KNew |
$866K - $949K
|
10.1K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
59KNew |
$5.06M - $5.54M
|
59K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-290K- 87.6% |
$24.8M - $27.2M
|
41K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
17.3K+ 33.12% |
$1.48M - $1.62M
|
69.5K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
PUT |
-195K- 25.83% |
$16.7M - $18.3M
|
560K
$47.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-297- 4.71% |
$25.5K - $27.9K
|
6.01K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$17.1K - $18.8K
|
200
$17K
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-154K- 30.59% |
$13.2M - $14.4M
|
349K
$29.6M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
269+ 0.74% |
$23.1K - $25.3K
|
36.8K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
275+ 2.83% |
$23.6K - $25.8K
|
9.99K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
300KNew |
$25.7M - $28.2M
|
300K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.1KNew |
$266K - $291K
|
3.1K
$263K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-147K- 34.08% |
$12.6M - $13.8M
|
285K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.03% |
$85.7 - $94
|
2.95K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
89New |
$7.63K - $8.36K
|
89
$7.56K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
128+ 20.35% |
$11K - $12K
|
757
$64.3K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.39K- 35.8% |
$119K - $131K
|
2.5K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-4.62K- 67.34% |
$396K - $434K
|
2.24K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 9.88% |
$149K - $163K
|
15.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.94K- 7.89% |
$166K - $182K
|
22.7K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25K+ 43.08% |
$2.14M - $2.35M
|
83K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-112K- 79.28% |
$9.58M - $10.5M
|
29.2K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
500KNew |
$42.9M - $47M
|
500K
$42.5M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
153K+ 500.97% |
$13.1M - $14.3M
|
183K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.91K- 69.9% |
$506K - $555K
|
2.54K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-156- 1.4% |
$13.4K - $14.7K
|
11K
$934K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
213+ 1.62% |
$18.3K - $20K
|
13.4K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-5.91K- 98.8% |
$506K - $555K
|
72
$6.11K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.08K- 78.2% |
$92.2K - $101K
|
300
$25.5K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.22K- 14.54% |
$105K - $115K
|
7.17K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.54K+ 25.5% |
$132K - $144K
|
7.56K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.61KNew |
$224K - $245K
|
2.61K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-248- 1.74% |
$21.3K - $23.3K
|
14K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
52.1K+ 18.24% |
$4.47M - $4.9M
|
338K
$28.7M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102K- 80.33% |
$8.75M - $9.59M
|
25K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-101- 4.24% |
$8.66K - $9.49K
|
2.28K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-300- 33.33% |
$25.7K - $28.2K
|
600
$51K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-122- 5.01% |
$10.5K - $11.5K
|
2.31K
$196K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.02K- 7.24% |
$87K - $95.4K
|
13K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-161- 3.9% |
$13.8K - $15.1K
|
3.97K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
300New |
$25.7K - $28.2K
|
300
$25.5K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-238- 9.56% |
$20.4K - $22.4K
|
2.25K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
25.4KNew |
$2.18M - $2.39M
|
25.4K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.35K- 5.54% |
$115K - $126K
|
23K
$1.95M
|