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 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
195+ 1.12% |
$14.9K - $18.4K
|
17.7K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-27.5K- 71.81% |
$2.1M - $2.59M
|
10.8K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-45- 0.27% |
$3.44K - $4.24K
|
16.7K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
4.9KNew |
$375K - $461K
|
4.9K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-39- 0.21% |
$2.98K - $3.67K
|
18.7K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.65% |
$1.3K - $1.6K
|
2.63K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.8K- 4.28% |
$138K - $170K
|
40.3K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.34K- 5.34% |
$102K - $126K
|
23.7K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.27K- 2.35% |
$632K - $779K
|
344K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.3K+ 7.26% |
$1.32M - $1.62M
|
255K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
32.6KNew |
$2.49M - $3.07M
|
32.6K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
CALL |
-90K- 90.0% |
$6.88M - $8.47M
|
10K
$849K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
74+ 2.91% |
$5.66K - $6.97K
|
2.61K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
1.83K+ 5.25% |
$140K - $172K
|
36.7K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
BUY
|
- |
570+ 8.46% |
$43.6K - $53.7K
|
7.31K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
45.6K+ 36.06% |
$3.48M - $4.29M
|
172K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138K- 14.54% |
$10.6M - $13M
|
812K
$68.9M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-25.5K- 22.85% |
$1.95M - $2.4M
|
86.2K
$7.32M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50- 0.43% |
$3.82K - $4.71K
|
11.5K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-78.6K- 56.6% |
$6.01M - $7.4M
|
60.3K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 21.88% |
$1.67M - $2.05M
|
121K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-177- 1.7% |
$13.5K - $16.7K
|
10.2K
$869K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
400+ 6.12% |
$30.6K - $37.7K
|
6.94K
$589K
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-26.4K- 80.73% |
$2.02M - $2.49M
|
6.3K
$535K
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-834- 9.56% |
$63.8K - $78.5K
|
7.89K
$670K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.7M- 62.92% |
$283M - $348M
|
2.18M
$185M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
167+ 0.15% |
$12.8K - $15.7K
|
114K
$9.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
314+ 0.41% |
$24K - $29.6K
|
77.3K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 14.61% |
$230K - $283K
|
17.6K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.75KNew |
$211K - $259K
|
2.75K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.24K- 6.78% |
$247K - $305K
|
44.5K
$3.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-115K- 72.02% |
$8.81M - $10.9M
|
44.8K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
33.7K+ 4.11% |
$2.58M - $3.17M
|
854K
$72.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-100- 1.77% |
$7.64K - $9.41K
|
5.54K
$470K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.2K+ 4.35% |
$1.69M - $2.09M
|
532K
$45.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94+ 19.5% |
$7.19K - $8.85K
|
576
$48.9K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.54K+ 63.03% |
$653K - $804K
|
22.1K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 71.95% |
$1.45M - $1.79M
|
7.42K
$630K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.9KNew |
$833K - $1.03M
|
10.9K
$925K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.02K+ 5.88% |
$613K - $755K
|
144K
$12.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
180+ 5.05% |
$13.8K - $16.9K
|
3.74K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.08K+ 29.58% |
$159K - $196K
|
9.1K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
465+ 2.59% |
$35.5K - $43.8K
|
18.4K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-29.7K- 35.61% |
$2.27M - $2.79M
|
53.7K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.1K- 79.8% |
$83.9K - $103K
|
278
$23.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-468- 4.44% |
$35.8K - $44.1K
|
10.1K
$856K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.15K- 3.66% |
$88K - $108K
|
30.3K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-12K- 96.79% |
$919K - $1.13M
|
399
$33.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$5.27K - $6.49K
|
69
$5.86K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.5KNew |
$2.26M - $2.78M
|
29.5K
$2.51M
|