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 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-272- 1.03% |
$22.7K - $26.5K
|
26.2K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
328+ 0.88% |
$27.3K - $31.9K
|
37.6K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
48+ 0.49% |
$4K - $4.67K
|
9.86K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
288+ 5.25% |
$24K - $28K
|
5.78K
$514K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.1K- 37.71% |
$2.76M - $3.22M
|
54.6K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
841+ 14.45% |
$70.1K - $81.8K
|
6.66K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-19K- 3.85% |
$1.58M - $1.85M
|
474K
$42.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-96.3K- 26.57% |
$8.03M - $9.37M
|
266K
$23.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
$3K - $3.5K
|
36
$3.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.68K+ 1.91% |
$140K - $163K
|
89.7K
$7.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-209K- 77.78% |
$17.4M - $20.3M
|
59.6K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.25K+ 10.67% |
$104K - $122K
|
13K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3K+ 5.7% |
$250K - $292K
|
55.7K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
180+ 0.41% |
$15K - $17.5K
|
43.7K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-196- 1.01% |
$16.3K - $19.1K
|
19.1K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-56- 0.39% |
$4.67K - $5.45K
|
14.5K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.16K- 11.97% |
$96.7K - $113K
|
8.53K
$760K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
843+ 10.64% |
$70.2K - $82K
|
8.76K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.6K+ 13.51% |
$1.05M - $1.22M
|
106K
$9.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.8K+ 0.56% |
$150K - $175K
|
326K
$29.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
489+ 20.65% |
$40.7K - $47.6K
|
2.86K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.2K+ 3.47% |
$99.9K - $117K
|
35.8K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-3.15K- 3.52% |
$262K - $306K
|
86.4K
$7.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-15.2K- 22.62% |
$1.26M - $1.48M
|
51.9K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
392+ 13.56% |
$32.7K - $38.1K
|
3.28K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-750- 8.66% |
$62.5K - $73K
|
7.92K
$705K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
229+ 0.58% |
$19.1K - $22.3K
|
39.6K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.63K- 29.0% |
$386K - $451K
|
11.3K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
264+ 6.4% |
$22K - $25.7K
|
4.39K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.81K+ 49.51% |
$234K - $274K
|
8.5K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-300- 6.54% |
$25K - $29.2K
|
4.28K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-831- 7.86% |
$69.2K - $80.8K
|
9.74K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.94% |
$12.5K - $14.6K
|
3.66K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-5.16K- 6.88% |
$430K - $501K
|
69.8K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.35K+ 73.65% |
$196K - $229K
|
5.55K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
3.14KNew |
$262K - $305K
|
3.14K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 109.86% |
$757K - $884K
|
17.4K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.54% |
$250 - $292
|
562
$50K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.1K+ 546.59% |
$2.76M - $3.22M
|
39.2K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.32KNew |
$277K - $323K
|
3.32K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.63K+ 114.85% |
$719K - $840K
|
16.1K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
44+ 54.32% |
$3.67K - $4.28K
|
125
$11.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-986- 0.64% |
$82.2K - $95.9K
|
152K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.02K+ 3.26% |
$169K - $197K
|
64.1K
$5.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 12.5% |
$8.33K - $9.73K
|
900
$80.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-82.8K- 38.94% |
$6.9M - $8.05M
|
130K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 27.16% |
$1.74M - $2.03M
|
97.9K
$8.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
810+ 150.0% |
$67.5K - $78.8K
|
1.35K
$120K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
662+ 5.06% |
$55.2K - $64.4K
|
13.7K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-518- 83.82% |
$43.2K - $50.4K
|
100
$8.9K
|