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
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.53K+ 163.89% |
$423K - $520K
|
8.9K
$756K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
794+ 30.41% |
$60.7K - $74.7K
|
3.41K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.16K+ 1.95% |
$242K - $298K
|
165K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
143K+ 38.43% |
$11M - $13.5M
|
516K
$43.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-550- 25.58% |
$42K - $51.8K
|
1.6K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
60.6K+ 105.01% |
$4.63M - $5.7M
|
118K
$10M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
558KNew |
$42.6M - $52.5M
|
558K
$47.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
22.1K+ 117.99% |
$1.69M - $2.08M
|
40.8K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-18.7K- 7.3% |
$1.43M - $1.76M
|
237K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.59K+ 9.76% |
$121K - $150K
|
17.9K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.79K- 11.94% |
$366K - $450K
|
35.3K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-772- 13.06% |
$59K - $72.7K
|
5.14K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
114+ 0.36% |
$8.71K - $10.7K
|
32K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-5.81K- 51.72% |
$444K - $547K
|
5.42K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.3K+ 83.13% |
$4.15M - $5.11M
|
120K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
581+ 1.42% |
$44.4K - $54.7K
|
41.4K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-4.5K- 65.22% |
$344K - $424K
|
2.4K
$204K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
9.38K+ 21.39% |
$717K - $883K
|
53.2K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.45K- 26.02% |
$111K - $136K
|
4.12K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.15K- 10.9% |
$87.9K - $108K
|
9.4K
$799K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
716+ 3.42% |
$54.7K - $67.4K
|
21.7K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.57K- 4.47% |
$732K - $901K
|
204K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-867- 5.17% |
$66.3K - $81.6K
|
15.9K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-318- 8.15% |
$24.3K - $29.9K
|
3.58K
$304K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.07K+ 37.88% |
$158K - $195K
|
7.54K
$640K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-320- 3.49% |
$24.5K - $30.1K
|
8.84K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 2.82% |
$230K - $283K
|
104K
$8.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
128KNew |
$9.75M - $12M
|
128K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-65- 1.93% |
$4.97K - $6.12K
|
3.3K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-71- 1.05% |
$5.43K - $6.68K
|
6.67K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-241- 0.57% |
$18.4K - $22.7K
|
41.8K
$3.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-6.75K- 72.97% |
$516K - $635K
|
2.5K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.2K- 39.66% |
$933K - $1.15M
|
18.6K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
26.1K+ 46.11% |
$1.99M - $2.46M
|
82.7K
$7.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-4.29K- 8.89% |
$328K - $404K
|
44K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 10.05% |
$221K - $272K
|
25.8K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-140- 2.61% |
$10.7K - $13.2K
|
5.22K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.89K- 5.76% |
$221K - $272K
|
47.3K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-235K- 97.87% |
$17.9M - $22.1M
|
5.12K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-95.6K- 1.42% |
$7.31M - $9M
|
6.64M
$564M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.01% |
$153 - $188
|
13.8K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
500+ 8.47% |
$38.2K - $47.1K
|
6.41K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.3K+ 72.88% |
$1.17M - $1.44M
|
36.2K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31- 13.54% |
$2.37K - $2.92K
|
198
$16.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.14% |
$688 - $847
|
6.56K
$557K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.94K- 16.74% |
$607K - $747K
|
39.5K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18K- 32.13% |
$1.37M - $1.69M
|
38K
$3.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.82K- 9.12% |
$521K - $642K
|
68K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.53M+ 9245.74% |
$117M - $144M
|
1.55M
$132M
|