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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 14480.0% |
$111K - $136K
|
1.46K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-134- 40.24% |
$10.2K - $12.6K
|
199
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
30KNew |
$2.29M - $2.82M
|
30K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
21.2KNew |
$1.62M - $1.99M
|
21.2K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc LLC
|
SELL
|
- |
-30.6K- 86.71% |
$2.34M - $2.88M
|
4.7K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc LLC
|
SELL
|
PUT |
-66.5K- 56.07% |
$5.08M - $6.26M
|
52.1K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
45+ 0.56% |
$3.44K - $4.24K
|
8.15K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-73- 1.94% |
$5.58K - $6.87K
|
3.7K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.83K- 1.53% |
$293K - $361K
|
247K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
825+ 89.19% |
$63.1K - $77.7K
|
1.75K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12K+ 3.38% |
$919K - $1.13M
|
368K
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.13K+ 48.85% |
$545K - $672K
|
21.7K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 41.83% |
$143K - $176K
|
2.6K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.3K- 13.27% |
$2.01M - $2.47M
|
172K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.09K+ 25.3% |
$313K - $385K
|
20.3K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
13.3KNew |
$1.01M - $1.25M
|
13.3K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.82K+ 54.88% |
$445K - $548K
|
16.4K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-131- 5.9% |
$10K - $12.3K
|
2.09K
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-915- 56.31% |
$69.9K - $86.1K
|
710
$60.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-715- 2.34% |
$54.7K - $67.3K
|
29.9K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-596K- 17.43% |
$45.5M - $56.1M
|
2.82M
$240M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 2.27% |
$3.97K - $4.89K
|
2.24K
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.48K- 5.2% |
$343K - $422K
|
81.7K
$6.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.35KNew |
$103K - $127K
|
1.35K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.67K+ 40.42% |
$663K - $816K
|
30.1K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-434K- 76.02% |
$33.2M - $40.9M
|
137K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
83+ 0.35% |
$6.34K - $7.81K
|
23.9K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 1.86% |
$1.91K - $2.35K
|
1.37K
$116K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.8K- 22.72% |
$290K - $358K
|
12.9K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
887+ 5.57% |
$67.8K - $83.5K
|
16.8K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
471+ 6.94% |
$36K - $44.3K
|
7.26K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.95K- 1.59% |
$302K - $372K
|
244K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
105+ 1.78% |
$8.03K - $9.88K
|
6K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-200- 1.07% |
$15.3K - $18.8K
|
18.5K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-632- 0.7% |
$48.3K - $59.5K
|
89.7K
$7.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
300+ 21.43% |
$22.9K - $28.2K
|
1.7K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-875- 25.42% |
$66.9K - $82.4K
|
2.57K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.71KNew |
$284K - $349K
|
3.71K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
312+ 3.34% |
$23.8K - $29.4K
|
9.66K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.8K+ 20.48% |
$1.29M - $1.58M
|
99K
$8.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.99K- 6.06% |
$381K - $469K
|
77.3K
$6.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.96K+ 6.2% |
$379K - $467K
|
85K
$7.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.37K- 16.71% |
$181K - $223K
|
11.8K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.08K- 11.73% |
$236K - $290K
|
23.2K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-140- 5.15% |
$10.7K - $13.2K
|
2.58K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.2K+ 30.73% |
$3.76M - $4.63M
|
209K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-52- 70.27% |
$3.97K - $4.89K
|
22
$1.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-40.6K- 87.37% |
$3.1M - $3.82M
|
5.87K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
SELL
|
- |
-148K- 77.27% |
$11.3M - $14M
|
43.7K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23K- 26.72% |
$1.76M - $2.16M
|
63K
$5.35M
|