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 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.8K - $1.97K
|
21
$1.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.37KNew |
$375K - $411K
|
4.37K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 3.06% |
$10.9K - $11.9K
|
4.02K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-56- 1.69% |
$4.8K - $5.26K
|
3.27K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.95K- 34.6% |
$167K - $184K
|
3.69K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
229+ 0.45% |
$19.6K - $21.5K
|
51.6K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
335+ 418.75% |
$28.7K - $31.5K
|
415
$37.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-9.48K- 26.53% |
$812K - $891K
|
26.2K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$441K - $483K
|
5.14K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
7New |
$600 - $658
|
7
$633
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
4.64KNew |
$398K - $436K
|
4.64K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
972+ 152.11% |
$83.3K - $91.3K
|
1.61K
$146K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$85.7 - $94
|
1
$90.4
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.92K- 15.26% |
$508K - $556K
|
32.9K
$2.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.08K+ 33.25% |
$92.5K - $101K
|
4.32K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.24K+ 123700.0% |
$106K - $116K
|
1.24K
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
25.9K+ 483.58% |
$2.22M - $2.44M
|
31.3K
$2.83M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.03K- 15.71% |
$88.3K - $96.8K
|
5.53K
$499K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$184K - $202K
|
2.15K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$171 - $188
|
2
$181
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.45KNew |
$210K - $230K
|
2.45K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 16.67% |
$12.9K - $14.1K
|
750
$67.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
67+ 0.75% |
$5.74K - $6.3K
|
8.98K
$812K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
421+ 4.25% |
$36.1K - $39.6K
|
10.3K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.46K- 60.86% |
$383K - $419K
|
2.87K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.84KNew |
$329K - $361K
|
3.84K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.62K- 34.95% |
$396K - $434K
|
8.6K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.89KNew |
$248K - $272K
|
2.89K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
149+ 3.14% |
$12.8K - $14K
|
4.89K
$442K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-284- 0.71% |
$24.3K - $26.7K
|
40K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$192K - $210K
|
2.24K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$200K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.2K- 59.24% |
$1.13M - $1.24M
|
9.06K
$819K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.29KNew |
$282K - $310K
|
3.29K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.35KNew |
$201K - $221K
|
2.35K
$212K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.96K- 75.38% |
$682K - $748K
|
2.6K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-9.72K- 75.58% |
$833K - $913K
|
3.14K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
335+ 6.32% |
$28.7K - $31.5K
|
5.64K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
$28.2K - $30.9K
|
329
$29.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 15.36% |
$6.86K - $7.52K
|
441
$39.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$943 - $1.03K
|
2.4K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-100- 3.13% |
$8.57K - $9.4K
|
3.1K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-511- 26.82% |
$43.8K - $48K
|
1.39K
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34New |
$2.91K - $3.19K
|
34
$3.07K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-383- 13.89% |
$32.8K - $36K
|
2.37K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.22% |
$23.7K - $26K
|
4.18K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-798- 22.57% |
$68.4K - $75K
|
2.74K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.04K+ 39.4% |
$175K - $192K
|
7.23K
$653K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.05KNew |
$347K - $380K
|
4.05K
$366K
|