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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 32.52% |
$979K - $1.07M
|
24.1K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-397- 38.36% |
$33.4K - $36.5K
|
638
$58.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-781- 9.7% |
$65.8K - $71.8K
|
7.27K
$669K
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
196+ 5.19% |
$16.5K - $18K
|
3.97K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.12K- 0.54% |
$178K - $195K
|
388K
$35.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
142KNew |
$12M - $13.1M
|
142K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
186K+ 357.88% |
$15.7M - $17.1M
|
238K
$21.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.58K+ 17.37% |
$133K - $145K
|
10.7K
$983K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
800+ 35.67% |
$67.4K - $73.6K
|
3.04K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-739K- 61.36% |
$62.3M - $68M
|
466K
$42.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-363K- 95.25% |
$30.6M - $33.4M
|
18.1K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-666- 7.6% |
$56.1K - $61.3K
|
8.1K
$745K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.75K- 18.45% |
$400K - $436K
|
21K
$1.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-830- 2.77% |
$69.9K - $76.4K
|
29.1K
$2.68M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-56- 0.69% |
$4.72K - $5.15K
|
8.06K
$742K
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
650+ 21.52% |
$54.8K - $59.8K
|
3.67K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.47K+ 8.23% |
$208K - $227K
|
32.5K
$2.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 25.7% |
$99.2K - $108K
|
3.41K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
733+ 4.09% |
$61.8K - $67.4K
|
18.7K
$1.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
622+ 10.5% |
$52.4K - $57.2K
|
6.55K
$602K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 2.27% |
$84.3 - $92
|
45
$4.14K
|
|
|
Nov 13, 2025
Q3 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 5.88% |
$84.3 - $92
|
18
$1.66K
|
|
|
Nov 13, 2025
Q3 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
173K+ 60.66% |
$14.6M - $15.9M
|
458K
$42.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 28.9% |
$181K - $197K
|
9.56K
$880K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-122- 1.97% |
$10.3K - $11.2K
|
6.06K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.97K- 3.43% |
$587K - $641K
|
196K
$18.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-3.14K- 52.77% |
$265K - $289K
|
2.81K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
26.5K+ 14.94% |
$2.23M - $2.44M
|
204K
$18.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-70- 0.95% |
$5.9K - $6.44K
|
7.28K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.9K+ 27.11% |
$5.63M - $6.15M
|
314K
$28.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-50.4K- 29.71% |
$4.25M - $4.64M
|
119K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.64K+ 2.81% |
$138K - $151K
|
60K
$5.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 4.51% |
$95.3K - $104K
|
24K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-1- 0.79% |
$84.3 - $92
|
126
$11.6K
|
|