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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.96K- 5.43% |
$330K - $385K
|
69K
$6.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.7K- 28.77% |
$225K - $263K
|
6.69K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-864- 6.24% |
$72K - $84K
|
13K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 6.54% |
$1.17K - $1.36K
|
200
$18.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 1.03% |
$167 - $195
|
196
$18.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.38% |
$14.2K - $16.6K
|
44.7K
$4.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.51K- 36.02% |
$292K - $341K
|
6.23K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.65% |
$9.5K - $11.1K
|
7.02K
$650K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.83KNew |
$236K - $276K
|
2.83K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-52- 0.56% |
$4.33K - $5.06K
|
9.16K
$848K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.87K- 3.26% |
$155K - $181K
|
55.4K
$5.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.08K- 5.53% |
$90.2K - $105K
|
18.5K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 18.04% |
$925K - $1.08M
|
50.4K
$4.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-36.5K- 76.98% |
$3.04M - $3.55M
|
10.9K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3+ 0.84% |
$250 - $292
|
359
$33.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.87K- 6.03% |
$156K - $182K
|
29.1K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-100- 2.08% |
$8.33K - $9.73K
|
4.72K
$436K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.88KNew |
$157K - $183K
|
1.88K
$174K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.1K+ 11.63% |
$91.5K - $107K
|
10.5K
$975K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7- 0.14% |
$583 - $681
|
5.13K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-412- 5.01% |
$34.3K - $40.1K
|
7.81K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.11K- 9.23% |
$92.5K - $108K
|
10.9K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19.3K- 5.86% |
$1.61M - $1.88M
|
310K
$28.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
13.7KNew |
$1.14M - $1.33M
|
13.7K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
210New |
$17.5K - $20.4K
|
210
$19.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.39K- 1.2% |
$116K - $135K
|
115K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10+ 50.0% |
$833 - $973
|
30
$2.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
345+ 2.51% |
$28.7K - $33.6K
|
14.1K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
245+ 0.16% |
$20.4K - $23.8K
|
150K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.3K- 6.99% |
$3.69M - $4.31M
|
590K
$54.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-8.19K- 2.36% |
$682K - $797K
|
340K
$31.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-943- 4.83% |
$78.6K - $91.7K
|
18.6K
$1.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
772+ 4.55% |
$64.3K - $75.1K
|
17.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 2.53% |
$17.2K - $20.1K
|
8.39K
$776K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1K+ 12.66% |
$928K - $1.08M
|
99.1K
$9.17M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.73K- 8.58% |
$728K - $849K
|
93K
$8.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.4K- 10.7% |
$1.45M - $1.69M
|
145K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-196- 12.79% |
$16.3K - $19.1K
|
1.34K
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.47K- 18.56% |
$373K - $435K
|
19.6K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
966+ 8.05% |
$80.5K - $94K
|
13K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.6K+ 7.79% |
$633K - $739K
|
105K
$9.73M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.12% |
$83.3 - $97.3
|
870
$80.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-759- 5.87% |
$63.2K - $73.8K
|
12.2K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
128+ 2.91% |
$10.7K - $12.5K
|
4.53K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.6KNew |
$383K - $448K
|
4.6K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.8KNew |
$400K - $467K
|
4.8K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29K+ 6.06% |
$191K - $223K
|
40.1K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.28K+ 24.37% |
$190K - $222K
|
11.7K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8- 0.14% |
$667 - $778
|
5.79K
$535K
|