Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.2K+ 14.63% |
$956K - $1.05M
|
87.4K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.1KNew |
$955K - $1.05M
|
11.1K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 11.84% |
$944K - $1.03M
|
104K
$8.89M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11K+ 25.52% |
$943K - $1.03M
|
54.1K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$922K - $1.01M
|
10.8K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.6KNew |
$906K - $993K
|
10.6K
$904K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 23.01% |
$901K - $988K
|
56.2K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 8.7% |
$883K - $968K
|
129K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 72.01% |
$870K - $953K
|
24.2K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
PUT |
10.1KNew |
$866K - $949K
|
10.1K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
10K+ 115.7% |
$860K - $943K
|
18.7K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10K+ 12.46% |
$858K - $940K
|
90.3K
$7.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.89KNew |
$848K - $929K
|
9.89K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
9.58KNew |
$821K - $900K
|
9.58K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.57K+ 44.82% |
$820K - $899K
|
30.9K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.54K+ 31.52% |
$817K - $896K
|
39.8K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.45K+ 16.91% |
$810K - $888K
|
65.3K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
9.25KNew |
$793K - $869K
|
9.25K
$791K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.2K+ 230.35% |
$788K - $864K
|
13.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.03K+ 124.32% |
$774K - $848K
|
16.3K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.91K+ 4.79% |
$763K - $837K
|
195K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
8.46K+ 17.4% |
$725K - $795K
|
57.1K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.3KNew |
$712K - $780K
|
8.3K
$710K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.24K+ 4.26% |
$706K - $775K
|
202K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.14K+ 11.65% |
$697K - $765K
|
78K
$6.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.1K+ 7.67% |
$694K - $761K
|
114K
$9.72M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.9K+ 141.77% |
$677K - $742K
|
13.5K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
7.77KNew |
$666K - $730K
|
7.77K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.43K+ 129.11% |
$637K - $698K
|
13.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.4K+ 3.21% |
$634K - $695K
|
238K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7.37K+ 5.81% |
$632K - $692K
|
134K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.36K+ 48.49% |
$631K - $692K
|
22.5K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.29K+ 3.43% |
$624K - $685K
|
220K
$18.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$618K - $677K
|
7.21K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
7.18KNew |
$615K - $675K
|
7.18K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.12KNew |
$610K - $669K
|
7.12K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.97KNew |
$597K - $655K
|
6.97K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
6.9KNew |
$591K - $648K
|
6.9K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.76K+ 119.37% |
$579K - $635K
|
12.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
6.7KNew |
$574K - $629K
|
6.7K
$572K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.26KNew |
$537K - $589K
|
6.26K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.2K+ 25.42% |
$531K - $583K
|
30.6K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6K+ 222.0% |
$514K - $564K
|
8.71K
$744K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.95K+ 22.28% |
$510K - $559K
|
32.7K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.86K+ 2.42% |
$502K - $551K
|
248K
$21.2M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.65K+ 22.87% |
$484K - $531K
|
30.4K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.57K+ 28.26% |
$477K - $523K
|
25.3K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
5.36K+ 91.49% |
$460K - $504K
|
11.2K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
5.2K+ 15.85% |
$446K - $489K
|
38K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$441K - $483K
|
5.14K
$439K
|