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 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 29.41% |
$142K - $166K
|
4.09K
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$270K - $316K
|
3.25K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.15K+ 26.63% |
$96K - $112K
|
5.48K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-517- 0.39% |
$43.1K - $50.3K
|
132K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-132- 11.63% |
$11K - $12.8K
|
1K
$87.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-681- 7.46% |
$56.7K - $66.2K
|
8.45K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 6.06% |
$161K - $188K
|
33.8K
$2.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11- 0.08% |
$917 - $1.07K
|
13.3K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.62% |
$1.42K - $1.65K
|
2.78K
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.95K- 6.05% |
$162K - $190K
|
30.3K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.17K- 35.01% |
$264K - $308K
|
5.88K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.78KNew |
$481K - $562K
|
5.78K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
539+ 1.36% |
$44.9K - $52.4K
|
40.3K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$917 - $1.07K
|
2.39K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.04KNew |
$254K - $296K
|
3.04K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8KNew |
$666K - $778K
|
8K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.58K - $1.85K
|
8.6K
$754K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.25K+ 1.09% |
$188K - $219K
|
209K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.24K+ 5.9% |
$187K - $218K
|
40.2K
$3.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-778K- 97.41% |
$64.8M - $75.6M
|
20.7K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.71K- 14.52% |
$392K - $458K
|
27.7K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.95% |
$3.42K - $3.99K
|
4.35K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.03K- 3.98% |
$85.4K - $99.7K
|
24.7K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.93K+ 7.8% |
$494K - $577K
|
81.9K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-1.16K- 12.86% |
$97K - $113K
|
7.89K
$691K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-6.11K- 6.16% |
$509K - $594K
|
93K
$8.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$2.08K - $2.43K
|
9.15K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-390- 14.04% |
$32.5K - $37.9K
|
2.39K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-8.95K- 13.81% |
$746K - $870K
|
55.9K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.31% |
$833 - $973
|
3.25K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-862- 4.79% |
$71.8K - $83.8K
|
17.1K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
515+ 15.18% |
$42.9K - $50.1K
|
3.91K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
60+ 0.91% |
$5K - $5.84K
|
6.65K
$582K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.11K+ 15.17% |
$92.5K - $108K
|
8.43K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
404KNew |
$33.7M - $39.3M
|
404K
$35.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
139+ 2.65% |
$11.6K - $13.5K
|
5.38K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 11.19% |
$93.7K - $109K
|
11.2K
$980K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-413- 6.09% |
$34.4K - $40.2K
|
6.37K
$559K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.17K- 26.27% |
$264K - $308K
|
8.89K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
15+ 0.16% |
$1.25K - $1.46K
|
9.36K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-234- 55.32% |
$19.5K - $22.8K
|
189
$16.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 20.83% |
$990K - $1.16M
|
68.9K
$6.04M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$245K - $287K
|
2.95K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 12.78% |
$48.9K - $57.1K
|
4.01K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.34KNew |
$111K - $130K
|
1.34K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-702- 4.17% |
$58.5K - $68.3K
|
16.1K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-23- 3.93% |
$1.92K - $2.24K
|
562
$49.3K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.78KNew |
$565K - $660K
|
6.78K
$594K
|