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 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
60.6K+ 11.87% |
$5.19M - $5.69M
|
571K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.86K+ 2.42% |
$502K - $551K
|
248K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.57K- 8.46% |
$134K - $147K
|
17K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.57K- 15.96% |
$134K - $147K
|
8.26K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
269+ 0.74% |
$23.1K - $25.3K
|
36.8K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-119K- 98.14% |
$10.2M - $11.1M
|
2.24K
$191K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.13K- 9.88% |
$183K - $200K
|
19.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.38K- 10.68% |
$118K - $129K
|
11.5K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.4KNew |
$1.92M - $2.11M
|
22.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
275+ 2.83% |
$23.6K - $25.8K
|
9.99K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
144KNew |
$12.4M - $13.6M
|
144K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
1K+ 100.0% |
$85.7K - $94K
|
2K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-17.9K- 17.27% |
$1.54M - $1.69M
|
85.9K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.3M+ 78.83% |
$111M - $122M
|
2.95M
$252M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
1.37M+ 1053.85% |
$117M - $129M
|
1.5M
$128M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.01K- 2.72% |
$601K - $659K
|
251K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.91K+ 72.08% |
$164K - $179K
|
4.56K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
300KNew |
$25.7M - $28.2M
|
300K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.4K+ 19.43% |
$1.15M - $1.26M
|
82.2K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8- -0.0% |
$686 - $752
|
353K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.07K- 23.73% |
$606K - $664K
|
22.7K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
150+ 1.48% |
$12.9K - $14.1K
|
10.3K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.51K- 41.3% |
$215K - $236K
|
3.56K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.27K- 7.88% |
$109K - $119K
|
14.8K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.3K+ 4.58% |
$1.91M - $2.1M
|
510K
$43.5M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.1KNew |
$266K - $291K
|
3.1K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.1M- 27.98% |
$94.2M - $103M
|
2.83M
$242M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25K+ 257.85% |
$2.14M - $2.35M
|
34.7K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12- 0.19% |
$1.03K - $1.13K
|
6.32K
$540K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
23.8KNew |
$2.04M - $2.24M
|
23.8K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 1.53% |
$25.7K - $28.2K
|
20K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
39+ 0.59% |
$3.34K - $3.66K
|
6.61K
$564K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-147K- 34.08% |
$12.6M - $13.8M
|
285K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
136KNew |
$11.7M - $12.8M
|
136K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-148- 5.21% |
$12.7K - $13.9K
|
2.69K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-204K- 26.74% |
$17.5M - $19.2M
|
559K
$47.7M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.86K+ 44.8% |
$160K - $175K
|
6.02K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.03% |
$85.7 - $94
|
2.95K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-69- 0.28% |
$5.91K - $6.48K
|
24.1K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
5.36K+ 91.49% |
$460K - $504K
|
11.2K
$958K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.31K+ 36.31% |
$198K - $217K
|
8.67K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-74.4K- 11.19% |
$6.38M - $6.99M
|
590K
$50.4M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13+ 0.47% |
$1.11K - $1.22K
|
2.76K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
89New |
$7.63K - $8.36K
|
89
$7.6K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
148+ 4.91% |
$12.7K - $13.9K
|
3.16K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.2K+ 25.42% |
$531K - $583K
|
30.6K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17+ 0.62% |
$1.46K - $1.6K
|
2.75K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8KNew |
$1.61M - $1.76M
|
18.8K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.83K- 4.96% |
$499K - $547K
|
112K
$9.54M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-128K- 16.37% |
$11M - $12M
|
653K
$55.8M
|