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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$217K - $253K
|
2.6K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.81K- 11.9% |
$151K - $176K
|
13.4K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
5KNew |
$417K - $486K
|
5K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-2K- 2.67% |
$167K - $195K
|
73K
$6.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
704New |
$58.7K - $68.5K
|
704
$63.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.52K- 30.27% |
$127K - $148K
|
3.5K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-456- 5.24% |
$38K - $44.4K
|
8.24K
$745K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
50.8KNew |
$4.23M - $4.94M
|
50.8K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.38KNew |
$198K - $232K
|
2.38K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-3.79K- 11.61% |
$316K - $369K
|
28.8K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$8.67K - $10.1K
|
3.27K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-80- 13.79% |
$6.67K - $7.78K
|
500
$45.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.67KNew |
$306K - $357K
|
3.67K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-113- 2.93% |
$9.42K - $11K
|
3.74K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.72KNew |
$144K - $168K
|
1.72K
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-360- 44.67% |
$30K - $35K
|
446
$40.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-248- 3.15% |
$20.7K - $24.1K
|
7.62K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16- 0.53% |
$1.33K - $1.56K
|
3.01K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$200K - $234K
|
2.41K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-162K- 36.9% |
$13.5M - $15.7M
|
277K
$25M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.1K+ 27.26% |
$92K - $107K
|
5.15K
$466K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$83.3K - $97.3K
|
1K
$90.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
16.3KNew |
$1.36M - $1.59M
|
16.3K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
CALL |
50KNew |
$4.17M - $4.86M
|
50K
$4.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
$3K - $3.5K
|
36
$3.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3K+ 5.7% |
$250K - $292K
|
55.7K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.81K+ 49.51% |
$234K - $274K
|
8.5K
$768K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
3.14KNew |
$262K - $305K
|
3.14K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
44+ 54.32% |
$3.67K - $4.28K
|
125
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-64.3K- 25.21% |
$5.36M - $6.25M
|
191K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 2.13% |
$1.33K - $1.56K
|
734
$66.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.82KNew |
$402K - $469K
|
4.82K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-76- 1.73% |
$6.33K - $7.39K
|
4.31K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.18% |
$667 - $778
|
4.52K
$408K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-269- 7.37% |
$22.4K - $26.2K
|
3.38K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-589- 1.13% |
$49.1K - $57.3K
|
51.7K
$4.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.64K- 44.58% |
$387K - $451K
|
5.77K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.41K- 48.14% |
$201K - $235K
|
2.6K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$208K - $243K
|
2.5K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-56- 2.03% |
$4.67K - $5.45K
|
2.7K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.52M - $2.94M
|
30.2K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-238- 3.53% |
$19.8K - $23.2K
|
6.51K
$589K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
46.2KNew |
$3.85M - $4.49M
|
46.2K
$4.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.33KNew |
$444K - $518K
|
5.33K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$18.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
558+ 5.93% |
$46.5K - $54.3K
|
9.97K
$901K
|