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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-50.4K- 29.71% |
$4.25M - $4.64M
|
119K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.64K+ 2.81% |
$138K - $151K
|
60K
$5.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 4.51% |
$95.3K - $104K
|
24K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1- 0.79% |
$84.3 - $92
|
126
$11.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.84K+ 7.28% |
$745K - $813K
|
130K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
818+ 19.52% |
$68.9K - $75.2K
|
5.01K
$461K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.12M- 82.42% |
$179M - $195M
|
453K
$41.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-389K- 2.95% |
$32.8M - $35.8M
|
12.8M
$1.18B
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-137K- 26.52% |
$11.5M - $12.6M
|
379K
$34.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-496- 5.25% |
$41.8K - $45.6K
|
8.95K
$823K
|
|
|
Nov 13, 2025
Q3 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
45KNew |
$3.79M - $4.14M
|
45K
$4.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
PUT |
10.2KNew |
$859K - $938K
|
10.2K
$939K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.93K+ 15.25% |
$415K - $453K
|
37.2K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-60- 8.45% |
$5.06K - $5.52K
|
650
$59.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-198- 2.18% |
$16.7K - $18.2K
|
8.88K
$817K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-110- 24.94% |
$9.27K - $10.1K
|
331
$30.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.43K- 18.64% |
$457K - $499K
|
23.7K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5.13K- 23.2% |
$432K - $472K
|
17K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
414+ 10.45% |
$34.9K - $38.1K
|
4.38K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-250- 25.0% |
$21.1K - $23K
|
750
$69K
|
|
|
Nov 12, 2025
Q3 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.19K- 11.07% |
$100K - $109K
|
9.56K
$880K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
230+ 0.44% |
$19.4K - $21.2K
|
52.7K
$4.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
863+ 12.29% |
$72.7K - $79.4K
|
7.89K
$726K
|
|
|
Nov 12, 2025
Q3 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
SELL
|
- |
-81- 0.23% |
$6.82K - $7.45K
|
35.1K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-198- 1.93% |
$16.7K - $18.2K
|
10K
$924K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-805- 11.09% |
$67.8K - $74.1K
|
6.46K
$594K
|
|
|
Nov 12, 2025
Q3 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3.51KNew |
$296K - $323K
|
3.51K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-75- 1.32% |
$6.32K - $6.9K
|
5.63K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-283- 36.47% |
$23.8K - $26K
|
493
$45.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
525New |
$44.2K - $48.3K
|
525
$48.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-530- 84.13% |
$44.7K - $48.8K
|
100
$9.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
2.3K+ 58.9% |
$194K - $212K
|
6.21K
$571K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-50- 1.35% |
$4.21K - $4.6K
|
3.66K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
SELL
|
- |
-758- 2.12% |
$63.9K - $69.7K
|
35.1K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
435KNew |
$36.6M - $40M
|
435K
$40M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-260- 3.31% |
$21.9K - $23.9K
|
7.59K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.7K- 5.4% |
$649K - $708K
|
135K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
197+ 2.99% |
$16.6K - $18.1K
|
6.79K
$625K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200New |
$16.9K - $18.4K
|
200
$18.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1K- 5.95% |
$84.3K - $92K
|
15.8K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-42- 1.29% |
$3.54K - $3.86K
|
3.21K
$295K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
767+ 0.23% |
$64.6K - $70.6K
|
341K
$31.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.64KNew |
$644K - $703K
|
7.64K
$703K
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-667- 97.66% |
$56.2K - $61.4K
|
16
$1.47K
|
|
|
Nov 12, 2025
Q3 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7KNew |
$1.4M - $1.53M
|
16.7K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-174- 6.88% |
$14.7K - $16K
|
2.36K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.31K- 1.42% |
$700K - $764K
|
576K
$53M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7+ 0.14% |
$590 - $644
|
4.97K
$458K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-1.19K- 3.94% |
$100K - $109K
|
29K
$2.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.54% |
$2.02K - $2.21K
|
4.48K
$413K
|
|