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
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.5M- 8.44% |
$129M - $141M
|
16.3M
$1.39B
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.6K- 42.76% |
$223K - $244K
|
3.48K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.03K+ 124.32% |
$774K - $848K
|
16.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-190- 5.92% |
$16.3K - $17.9K
|
3.02K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.5M+ 324.71% |
$385M - $422M
|
5.88M
$502M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
13.3M+ 1329.51% |
$1.14B - $1.25B
|
14.3M
$1.22B
|
|
|
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
$882K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11+ 0.03% |
$943 - $1.03K
|
35.3K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16.5K+ 4.86% |
$1.41M - $1.55M
|
356K
$30.4M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.3K+ 8.05% |
$111K - $122K
|
17.4K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
52+ 0.06% |
$4.46K - $4.89K
|
87.9K
$7.5M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-928- 11.76% |
$79.5K - $87.2K
|
6.97K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
651+ 4.35% |
$55.8K - $61.2K
|
15.6K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
177KNew |
$15.2M - $16.7M
|
177K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
58.1KNew |
$4.98M - $5.46M
|
58.1K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-280K- 30.94% |
$24M - $26.3M
|
625K
$53.4M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.14K+ 11.65% |
$697K - $765K
|
78K
$6.66M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.51K- 6.67% |
$130K - $142K
|
21.2K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-88.8K- 82.66% |
$7.61M - $8.34M
|
18.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 93.24% |
$118K - $130K
|
100
$8.54K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.7K+ 968.85% |
$317K - $348K
|
4.08K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.16K- 14.69% |
$99.6K - $109K
|
6.75K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10K+ 12.46% |
$858K - $940K
|
90.3K
$7.71M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-100- 6.67% |
$8.57K - $9.4K
|
1.4K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-343K- 10.21% |
$29.4M - $32.2M
|
3.01M
$257M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
3.63M+ 89.38% |
$311M - $341M
|
7.69M
$656M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.1K- 15.69% |
$1.04M - $1.14M
|
65.2K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
PUT |
-727K- 42.36% |
$62.3M - $68.3M
|
989K
$84.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.31K- 3.89% |
$798K - $875K
|
230K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1KNew |
$85.7K - $94K
|
1K
$85.4K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-136K- 14.68% |
$11.7M - $12.8M
|
793K
$67.7M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-1.27M- 18.21% |
$108M - $119M
|
5.68M
$485M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.65K+ 27.72% |
$141K - $155K
|
7.61K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
1.17MNew |
$100M - $110M
|
1.17M
$99.9M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-22.8K- 25.66% |
$1.95M - $2.14M
|
66.1K
$5.64M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.12% |
$1.37K - $1.5K
|
13.8K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.51K- 66.25% |
$386K - $423K
|
2.3K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-637- 2.21% |
$54.6K - $59.9K
|
28.2K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-192K- 84.12% |
$16.5M - $18.1M
|
36.3K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-204- 1.98% |
$17.5K - $19.2K
|
10.1K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
102KNew |
$8.72M - $9.56M
|
102K
$8.69M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
208+ 2.7% |
$17.8K - $19.5K
|
7.93K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
54.5K+ 903.58% |
$4.67M - $5.12M
|
60.6K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.07K+ 8.17% |
$91.9K - $101K
|
14.2K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.23KNew |
$277K - $304K
|
3.23K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-7.95K- 61.0% |
$681K - $747K
|
5.08K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-600- 99.34% |
$51.4K - $56.4K
|
4
$342
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.89KNew |
$334K - $366K
|
3.89K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 22.35% |
$86.7K - $95.1K
|
3.52K
$300K
|