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 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-197- 0.29% |
$16.6K - $18.1K
|
67.8K
$6.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-21.1K- 18.58% |
$1.78M - $1.94M
|
92.4K
$8.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
48+ 1.84% |
$4.04K - $4.42K
|
2.65K
$244K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
115+ 45.82% |
$9.69K - $10.6K
|
366
$33.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22.6K- 3.38% |
$1.9M - $2.08M
|
645K
$59.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.35K+ 21.19% |
$113K - $124K
|
7.69K
$708K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.18K- 20.9% |
$99.2K - $108K
|
4.46K
$410K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-637K- 6.07% |
$53.7M - $58.6M
|
9.87M
$908M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.61K- 25.78% |
$388K - $424K
|
13.3K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.43% |
$169 - $184
|
466
$42.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-18K- 4.18% |
$1.51M - $1.65M
|
412K
$37.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 3.8% |
$2.95K - $3.22K
|
885
$81.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.01K- 24.67% |
$85.3K - $93.2K
|
3.09K
$285K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.93KNew |
$415K - $453K
|
4.93K
$454K
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-39.4K- 28.6% |
$3.32M - $3.62M
|
98.3K
$9.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
50K+ 10.59% |
$4.21M - $4.6M
|
522K
$48M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-5.18K- 13.64% |
$437K - $477K
|
32.8K
$3.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.2KNew |
$3.05M - $3.33M
|
36.2K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
909+ 14.54% |
$76.6K - $83.6K
|
7.16K
$659K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
605+ 3.98% |
$51K - $55.7K
|
15.8K
$1.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.38K- 40.65% |
$201K - $219K
|
3.48K
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-243- 6.99% |
$20.5K - $22.4K
|
3.24K
$298K
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-11.1K- 20.91% |
$938K - $1.02M
|
42.1K
$3.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-20.2K- 13.96% |
$1.7M - $1.86M
|
124K
$11.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.52K- 21.18% |
$128K - $140K
|
5.67K
$522K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-447- 3.93% |
$37.7K - $41.1K
|
10.9K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-59.4K- 94.21% |
$5M - $5.46M
|
3.65K
$336K
|
|
|
Nov 07, 2025
Q3 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
375+ 1.79% |
$31.6K - $34.5K
|
21.3K
$1.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-147K- 69.36% |
$12.4M - $13.5M
|
65K
$5.98M
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-899- 0.44% |
$75.7K - $82.7K
|
204K
$18.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-760- 5.48% |
$64K - $69.9K
|
13.1K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
499+ 3.14% |
$42K - $45.9K
|
16.4K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.37KNew |
$199K - $218K
|
2.37K
$218K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.7K+ 30.21% |
$480K - $524K
|
24.5K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-40- 1.27% |
$3.37K - $3.68K
|
3.12K
$287K
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
180+ 0.97% |
$15.2K - $16.6K
|
18.7K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-152- 2.36% |
$12.8K - $14K
|
6.3K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-522- 0.76% |
$44K - $48K
|
68.4K
$6.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
290+ 9.54% |
$24.4K - $26.7K
|
3.33K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-85- 5.74% |
$7.16K - $7.82K
|
1.4K
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.21K- 41.55% |
$271K - $295K
|
4.52K
$416K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.94K+ 434.7% |
$500K - $546K
|
7.3K
$672K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
503+ 19.52% |
$42.4K - $46.3K
|
3.08K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-275- 6.5% |
$23.2K - $25.3K
|
3.96K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24.8K- 64.84% |
$2.09M - $2.28M
|
13.5K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 3.85% |
$207K - $226K
|
66.3K
$6.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-47.3K- 57.61% |
$3.99M - $4.35M
|
34.8K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.64K- 10.08% |
$139K - $151K
|
14.7K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 1.94% |
$5.98K - $6.53K
|
3.73K
$343K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.25K+ 58.85% |
$273K - $299K
|
8.76K
$806K
|
|