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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.52K+ 12.79% |
$626K - $731K
|
66.3K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
527+ 0.66% |
$43.9K - $51.3K
|
80.3K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.77K- 3.0% |
$231K - $269K
|
89.6K
$7.86M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.97KNew |
$247K - $289K
|
2.97K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-269- 7.37% |
$22.4K - $26.2K
|
3.38K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-423- 0.95% |
$35.2K - $41.1K
|
44.1K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.32K+ 5.75% |
$110K - $128K
|
24.2K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-15K- 26.44% |
$1.25M - $1.45M
|
41.6K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
256+ 2.31% |
$21.3K - $24.9K
|
11.3K
$994K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-916- 5.06% |
$76.3K - $89.1K
|
17.2K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-149- 2.66% |
$12.4K - $14.5K
|
5.46K
$479K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55+ 1.07% |
$4.58K - $5.35K
|
5.21K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.88K- 10.36% |
$156K - $183K
|
16.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-449- 1.08% |
$37.4K - $43.7K
|
41.1K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.05K+ 24.79% |
$171K - $199K
|
10.3K
$904K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-152- 1.19% |
$12.7K - $14.8K
|
12.6K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1K+ 7.14% |
$83.3K - $97.3K
|
15K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 5.03% |
$3.33K - $3.89K
|
755
$66.2K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.95K+ 2.71% |
$162K - $190K
|
73.8K
$6.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 83.71% |
$262K - $306K
|
6.9K
$605K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
39+ 1.34% |
$3.25K - $3.79K
|
2.95K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
927+ 35.53% |
$77.2K - $90.2K
|
3.54K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-589- 1.13% |
$49.1K - $57.3K
|
51.7K
$4.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.92K+ 82.93% |
$827K - $965K
|
21.9K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.16KNew |
$346K - $404K
|
4.16K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.7K- 5.66% |
$141K - $165K
|
28.3K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.95K- 4.46% |
$162K - $189K
|
41.7K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-14.3K- 75.92% |
$1.19M - $1.39M
|
4.55K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-31.2K- 13.03% |
$2.6M - $3.04M
|
209K
$18.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
6.45K+ 148.11% |
$537K - $627K
|
10.8K
$947K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.59KNew |
$216K - $252K
|
2.59K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$83.3 - $97.3
|
11.1K
$970K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 8.88% |
$476K - $555K
|
70K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.64K- 44.58% |
$387K - $451K
|
5.77K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.08K+ 3.53% |
$89.6K - $105K
|
31.5K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
727+ 4.23% |
$60.6K - $70.7K
|
17.9K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
72+ 0.06% |
$6K - $7K
|
115K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-920- 5.42% |
$76.7K - $89.5K
|
16.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$83.3 - $97.3
|
1.1K
$96.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.37KNew |
$198K - $231K
|
2.37K
$208K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
43New |
$3.58K - $4.18K
|
43
$3.77K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.91K+ 2.71% |
$409K - $477K
|
186K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
422+ 4.86% |
$35.2K - $41K
|
9.1K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-31- 0.5% |
$2.58K - $3.02K
|
6.17K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9- 0.16% |
$750 - $875
|
5.57K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.12K+ 5.77% |
$427K - $498K
|
93.8K
$8.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-76- 2.28% |
$6.33K - $7.39K
|
3.26K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 2.81% |
$25K - $29.2K
|
10.4K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-2.25K- 5.93% |
$187K - $219K
|
35.7K
$3.13M
|