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
|
Rmb Capital Management, LLC
|
BUY
|
- |
250+ 9.88% |
$21.1K - $23K
|
2.78K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54New |
$4.55K - $4.97K
|
54
$4.97K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.27K+ 1.44% |
$612K - $669K
|
511K
$47M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.06% |
$2.11K - $2.3K
|
41.8K
$3.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.28K- 23.03% |
$360K - $394K
|
14.3K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-613- 9.1% |
$51.6K - $56.4K
|
6.13K
$564K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
610+ 20.78% |
$51.4K - $56.1K
|
3.55K
$326K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
513K+ 2875.5% |
$43.2M - $47.2M
|
530K
$48.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-837- 13.95% |
$70.5K - $77K
|
5.17K
$475K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
32+ 0.81% |
$2.7K - $2.94K
|
4K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-671- 5.12% |
$56.5K - $61.7K
|
12.4K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-683- 11.16% |
$57.5K - $62.8K
|
5.44K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-50.8K- 87.29% |
$4.28M - $4.67M
|
7.4K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
91+ 0.12% |
$7.67K - $8.37K
|
77.4K
$7.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.87K- 33.98% |
$326K - $356K
|
7.52K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12+ 0.5% |
$1.01K - $1.1K
|
2.43K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-173- 0.79% |
$14.6K - $15.9K
|
21.7K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
10.1K+ 15.03% |
$851K - $929K
|
77.3K
$7.11M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
3.3KNew |
$278K - $304K
|
3.3K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.34M- 29.37% |
$366M - $399M
|
10.4M
$960M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-2.33M- 85.8% |
$196M - $214M
|
385K
$35.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-180- 5.17% |
$15.2K - $16.6K
|
3.3K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.93K+ 14.88% |
$331K - $362K
|
30.3K
$2.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.34% |
$84.3 - $92
|
297
$27.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.76M- 17.88% |
$148M - $162M
|
8.08M
$743M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-3.36M- 66.24% |
$283M - $309M
|
1.71M
$158M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.78K- 6.75% |
$235K - $256K
|
38.4K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.17K+ 22.55% |
$604K - $660K
|
39K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-813- 12.77% |
$68.5K - $74.8K
|
5.56K
$511K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
34+ 1.23% |
$2.86K - $3.13K
|
2.79K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.68K- 25.87% |
$563K - $615K
|
19.1K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
75.3K+ 1472.54% |
$6.35M - $6.93M
|
80.5K
$7.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
474K+ 9192.17% |
$40M - $43.6M
|
480K
$44.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82.2K- 32.22% |
$6.92M - $7.56M
|
173K
$15.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
32.5KNew |
$2.74M - $2.99M
|
32.5K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.58K+ 0.8% |
$218K - $238K
|
327K
$30M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.3K- 40.5% |
$866K - $946K
|
15.1K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-58- 2.36% |
$4.89K - $5.34K
|
2.4K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.85K+ 106.29% |
$324K - $354K
|
7.47K
$688K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.91K- 1.68% |
$161K - $176K
|
112K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.16% |
$169 - $184
|
1.28K
$118K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-30- 0.73% |
$2.53K - $2.76K
|
4.06K
$373K
|
|
|
Nov 13, 2025
Q3 2025
|
Granger Management LLC
|
BUY
|
- |
57.7K+ 30.25% |
$4.86M - $5.31M
|
248K
$22.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
34+ 2.06% |
$2.86K - $3.13K
|
1.68K
$155K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
773+ 7.65% |
$65.1K - $71.1K
|
10.9K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
674K+ 22.94% |
$56.8M - $62M
|
3.61M
$332M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22K+ 15.82% |
$1.85M - $2.02M
|
161K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-750K- 35.71% |
$63.2M - $69M
|
1.35M
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
218+ 5.52% |
$18.4K - $20.1K
|
4.17K
$384K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
19+ 0.23% |
$1.6K - $1.75K
|
8.23K
$757K
|
|