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 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.9K+ 213.75% |
$916K - $1M
|
16K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
22.4KNew |
$1.89M - $2.06M
|
22.4K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
77.8K+ 36.91% |
$6.55M - $7.16M
|
289K
$26.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$84.3 - $92
|
5.14K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-18.6K- 77.72% |
$1.56M - $1.71M
|
5.32K
$489K
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.47KNew |
$292K - $319K
|
3.47K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
327+ 4.34% |
$27.5K - $30.1K
|
7.87K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-172- 1.02% |
$14.5K - $15.8K
|
16.7K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.28KNew |
$192K - $210K
|
2.28K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
740+ 0.66% |
$62.3K - $68.1K
|
114K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.83% |
$1.1K - $1.2K
|
1.59K
$146K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.72K- 5.36% |
$145K - $159K
|
30.4K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.18K- 5.49% |
$183K - $200K
|
37.5K
$3.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
16.5K+ 353.59% |
$1.39M - $1.52M
|
21.2K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
10.7K+ 187.1% |
$904K - $987K
|
16.5K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-304- 2.46% |
$25.6K - $28K
|
12.1K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
93New |
$7.84K - $8.56K
|
93
$8.56K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 6.71% |
$159K - $174K
|
30K
$2.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.12K- 2.17% |
$94.1K - $103K
|
50.3K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
752+ 1.4% |
$63.4K - $69.2K
|
54.4K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.93K- 2.81% |
$837K - $914K
|
343K
$31.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-215- 2.18% |
$18.1K - $19.8K
|
9.66K
$889K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.03K+ 1.47% |
$86.4K - $94.4K
|
70.7K
$6.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.03M+ 93.17% |
$171M - $187M
|
4.21M
$388M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.73M- 22.83% |
$146M - $159M
|
5.86M
$539M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-822- 4.85% |
$69.3K - $75.6K
|
16.1K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-582- 3.48% |
$49K - $53.5K
|
16.1K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.79K+ 10.75% |
$319K - $349K
|
39K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-49K- 41.44% |
$4.13M - $4.51M
|
69.2K
$6.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
1.5M+ 268.61% |
$126M - $138M
|
2.06M
$189M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
849+ 2.14% |
$71.5K - $78.1K
|
40.5K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 4.19% |
$1.31M - $1.43M
|
356K
$32.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Hall Capital Management CO Inc
|
SELL
|
- |
-792- 1.39% |
$66.7K - $72.9K
|
56.2K
$5.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.08K+ 8.55% |
$343K - $375K
|
51.8K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$84.3 - $92
|
18K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.76K- 4.86% |
$316K - $346K
|
73.6K
$6.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.7K- 8.65% |
$480K - $524K
|
60.2K
$5.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61+ 0.54% |
$5.14K - $5.61K
|
11.4K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
156+ 0.89% |
$13.1K - $14.4K
|
17.6K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
325+ 1.85% |
$27.4K - $29.9K
|
17.9K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-77.9K- 42.08% |
$6.56M - $7.16M
|
107K
$9.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
500New |
$42.1K - $46K
|
500
$46K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.21% |
$758 - $828
|
4.36K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 28.58% |
$950K - $1.04M
|
50.7K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.41K+ 23.03% |
$203K - $222K
|
12.9K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
9.52K+ 5.77% |
$802K - $876K
|
175K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-645- 7.15% |
$54.3K - $59.3K
|
8.38K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.84K- 5.19% |
$408K - $446K
|
88.4K
$8.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.31KNew |
$194K - $212K
|
2.31K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.33% |
$84.3 - $92
|
76
$6.99K
|
|