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 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.31K- 1.27% |
$194K - $212K
|
180K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.22K- 24.45% |
$271K - $296K
|
9.95K
$916K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
74.1KNew |
$6.25M - $6.82M
|
74.1K
$6.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
120K+ 32.95% |
$10.1M - $11M
|
485K
$44.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
10New |
$843 - $920
|
10
$920
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-88- 3.19% |
$7.41K - $8.1K
|
2.67K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.2K+ 23.09% |
$522K - $570K
|
33K
$3.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.75K+ 15.06% |
$232K - $253K
|
21K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.28% |
$84.3 - $92
|
363
$33.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12+ 0.25% |
$1.01K - $1.1K
|
4.85K
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
421New |
$35.5K - $38.7K
|
421
$38.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-74- 0.22% |
$6.23K - $6.81K
|
33.5K
$3.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 6.86% |
$112K - $123K
|
20.8K
$1.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32.7KNew |
$2.75M - $3.01M
|
32.7K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
278K+ 324.56% |
$23.4M - $25.5M
|
363K
$33.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.19K- 24.01% |
$353K - $385K
|
13.3K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
245+ 59.47% |
$20.6K - $22.5K
|
657
$60.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.49K+ 20.37% |
$126K - $137K
|
8.82K
$812K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12+ 0.65% |
$1.01K - $1.1K
|
1.87K
$172K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.41% |
$84.3 - $92
|
246
$22.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-336- 12.13% |
$28.3K - $30.9K
|
2.43K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.81K- 14.06% |
$489K - $534K
|
35.5K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-564- 2.02% |
$47.5K - $51.9K
|
27.3K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10+ 0.11% |
$843 - $920
|
9.27K
$853K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.05K- 2.65% |
$88.4K - $96.5K
|
38.5K
$3.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-44K- 23.89% |
$3.7M - $4.04M
|
140K
$12.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-291- 0.75% |
$24.5K - $26.8K
|
38.5K
$3.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.25K- 73.68% |
$106K - $115K
|
448
$41.2K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.57K+ 5.49% |
$554K - $605K
|
126K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
833K+ 52.93% |
$70.2M - $76.6M
|
2.41M
$221M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$337 - $368
|
4.25K
$391K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
511+ 4.2% |
$43.1K - $47K
|
12.7K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
58+ 6.58% |
$4.89K - $5.34K
|
939
$86.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-70- 1.17% |
$5.9K - $6.44K
|
5.94K
$546K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-259- 5.48% |
$21.8K - $23.8K
|
4.47K
$411K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
302+ 11.16% |
$25.4K - $27.8K
|
3.01K
$277K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-224- 1.45% |
$18.9K - $20.6K
|
15.3K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.34KNew |
$197K - $216K
|
2.34K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2.87KNew |
$242K - $264K
|
2.87K
$264K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
14+ 0.56% |
$1.18K - $1.29K
|
2.51K
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-359- 7.49% |
$30.2K - $33K
|
4.44K
$408K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 34.63% |
$204K - $223K
|
4.58K
$421K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-413K- 55.96% |
$34.8M - $38M
|
325K
$29.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-232- 5.76% |
$19.5K - $21.3K
|
3.8K
$349K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-290- 9.42% |
$24.4K - $26.7K
|
2.79K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.14K+ 5.11% |
$96.1K - $105K
|
23.5K
$2.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
181+ 0.81% |
$15.2K - $16.7K
|
22.5K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-223- 2.74% |
$18.8K - $20.5K
|
7.92K
$729K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-140- 2.46% |
$11.8K - $12.9K
|
5.54K
$510K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-53.5K- 9.82% |
$4.51M - $4.93M
|
492K
$45.2M
|
|