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 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-49- 1.25% |
$4.2K - $4.6K
|
3.88K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.89KNew |
$848K - $929K
|
9.89K
$894K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
257+ 7.83% |
$22K - $24.1K
|
3.54K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 5.38% |
$17.1K - $18.8K
|
3.52K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$8.14K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.2K+ 14.63% |
$956K - $1.05M
|
87.4K
$7.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-800- 1.3% |
$68.6K - $75.2K
|
60.8K
$5.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-534- 2.89% |
$45.8K - $50.2K
|
17.9K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.4KNew |
$377K - $413K
|
4.4K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.42KNew |
$293K - $322K
|
3.42K
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.42% |
$2.14K - $2.35K
|
5.95K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 27.11% |
$78.7K - $86.3K
|
2.47K
$223K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-531- 19.53% |
$45.5K - $49.9K
|
2.19K
$198K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.59KNew |
$393K - $431K
|
4.59K
$415K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$406K - $445K
|
4.74K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
519+ 5.49% |
$44.5K - $48.8K
|
9.98K
$902K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-148- 30.71% |
$12.7K - $13.9K
|
334
$30.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.16KNew |
$271K - $297K
|
3.16K
$286K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $212K
|
2.26K
$204K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$18.8K - $20.6K
|
219
$19.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.54KNew |
$217K - $238K
|
2.54K
$229K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26- 96.3% |
$2.23K - $2.44K
|
1
$90.4
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.67% |
$8.66K - $9.49K
|
3.68K
$332K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
786+ 2.41% |
$65.5K - $76.5K
|
33.3K
$3.01M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
BUY
|
- |
433+ 2.11% |
$36.1K - $42.1K
|
21K
$1.9M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
289New |
$24.1K - $28.1K
|
289
$26.1K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-29.9K- 39.57% |
$2.49M - $2.91M
|
45.7K
$4.13M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
525+ 238.64% |
$43.7K - $51.1K
|
745
$67.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1New |
$83.3 - $97.3
|
1
$90.4
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-36- 10.71% |
$3K - $3.5K
|
300
$27.1K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
44New |
$3.67K - $4.28K
|
44
$3.98K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-25Closed |
$2.08K - $2.43K
|
0
$0
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.02KNew |
$335K - $391K
|
4.02K
$364K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.06K- 39.5% |
$171K - $200K
|
3.15K
$285K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.73KNew |
$311K - $363K
|
3.73K
$337K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
636+ 1.4% |
$53K - $61.9K
|
46.1K
$4.17M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-10K- 19.96% |
$833K - $973K
|
40.1K
$3.62M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
7.51KNew |
$626K - $731K
|
7.51K
$679K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$583 - $681
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.8K- 99.39% |
$984K - $1.15M
|
72
$6.51K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 1.97% |
$16.7K - $19.5K
|
9.96K
$900K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.35K- 13.16% |
$113K - $131K
|
8.91K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.82K- 65.05% |
$402K - $469K
|
2.59K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-28.3K- 53.1% |
$2.36M - $2.75M
|
25K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 28.63% |
$83.8K - $97.9K
|
2.51K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2.5K- 6.41% |
$208K - $243K
|
36.5K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
89K+ 193.48% |
$7.42M - $8.66M
|
135K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 72.22% |
$5.42K - $6.32K
|
25
$2.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-774- 8.96% |
$64.5K - $75.3K
|
7.86K
$711K
|
|