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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-478- 8.71% |
$41K - $44.9K
|
5.01K
$463K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13- 0.4% |
$1.11K - $1.22K
|
3.24K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
990+ 13.4% |
$84.8K - $93K
|
8.38K
$774K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
136K+ 9691.3% |
$11.7M - $12.8M
|
137K
$12.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 50.22% |
$39.6K - $43.4K
|
458
$42.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$18.8K - $20.6K
|
219
$20.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
270+ 1.75% |
$23.1K - $25.4K
|
15.7K
$1.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
328+ 1.4% |
$28.1K - $30.8K
|
23.8K
$2.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.11K- 55.22% |
$609K - $668K
|
5.76K
$533K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 2.35% |
$187K - $205K
|
90.5K
$8.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-140- 3.51% |
$12K - $13.2K
|
3.85K
$356K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.01% |
$85.7 - $94
|
14K
$1.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-49- 0.49% |
$4.2K - $4.6K
|
10K
$928K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-474- 2.05% |
$40.6K - $44.5K
|
22.7K
$2.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
153+ 7.45% |
$13.1K - $14.4K
|
2.21K
$204K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
688+ 22.32% |
$59K - $64.6K
|
3.77K
$349K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.6K- 27.88% |
$137K - $150K
|
4.13K
$381K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
8+ 0.1% |
$686 - $752
|
7.83K
$724K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.54KNew |
$217K - $238K
|
2.54K
$234K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26- 96.3% |
$2.23K - $2.44K
|
1
$92.4
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8.62K- 82.0% |
$738K - $810K
|
1.89K
$175K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.67% |
$8.66K - $9.49K
|
3.68K
$340K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
73.6K+ 6371.77% |
$6.13M - $7.16M
|
74.7K
$6.91M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.23MNew |
$103M - $120M
|
1.23M
$114M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-11.6K- 18.6% |
$966K - $1.13M
|
50.7K
$4.69M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.06K- 39.5% |
$171K - $200K
|
3.15K
$291K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.25KNew |
$520K - $607K
|
6.25K
$577K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
113KNew |
$9.43M - $11M
|
113K
$10.5M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.09K+ 7.48% |
$174K - $204K
|
30.1K
$2.78M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
93.6KNew |
$7.8M - $9.11M
|
93.6K
$8.65M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-374- 4.75% |
$31.2K - $36.4K
|
7.5K
$693K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.73KNew |
$311K - $363K
|
3.73K
$345K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
636+ 1.4% |
$53K - $61.9K
|
46.1K
$4.26M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.4K+ 34.12% |
$4.78M - $5.58M
|
226K
$20.9M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-10K- 19.96% |
$833K - $973K
|
40.1K
$3.71M
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.46K- 38.09% |
$121K - $142K
|
2.37K
$219K
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$216K - $253K
|
2.6K
$240K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56K- 25.76% |
$380K - $443K
|
13.1K
$1.21M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3.89KNew |
$324K - $378K
|
3.89K
$360K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
5.9KNew |
$492K - $574K
|
5.9K
$545K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
7.51KNew |
$626K - $731K
|
7.51K
$694K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9.89KNew |
$824K - $962K
|
9.89K
$915K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$370K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.71% |
$99.5K - $116K
|
26.5K
$2.45M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 51.46% |
$265K - $309K
|
9.36K
$865K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.88K+ 84.22% |
$823K - $961K
|
21.6K
$2M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
8.85K+ 9.44% |
$737K - $860K
|
103K
$9.48M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$583 - $681
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.8K- 99.39% |
$984K - $1.15M
|
72
$6.65K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.15KNew |
$179K - $209K
|
2.15K
$199K
|
|