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 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.01K+ 6.12% |
$167K - $196K
|
34.8K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
229+ 2.25% |
$19.1K - $22.3K
|
10.4K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
48+ 1.75% |
$4K - $4.67K
|
2.8K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-336- 74.01% |
$28K - $32.7K
|
118
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
24.5K+ 22.99% |
$2.04M - $2.38M
|
131K
$12.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-286- 3.12% |
$23.8K - $27.8K
|
8.88K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 31.23% |
$88.5K - $103K
|
2.34K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-392- 2.62% |
$32.7K - $38.1K
|
14.6K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-467- 0.83% |
$38.9K - $45.4K
|
55.9K
$5.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.4% |
$333 - $389
|
1K
$93.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9+ 0.11% |
$750 - $875
|
7.98K
$741K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
343+ 12.85% |
$28.6K - $33.4K
|
3.01K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.23K- 2.02% |
$102K - $119K
|
59.6K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.9KNew |
$1.24M - $1.45M
|
14.9K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.75% |
$83.3 - $97.3
|
135
$12.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.02K+ 16.41% |
$85.2K - $99.5K
|
7.26K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.5K+ 13.85% |
$874K - $1.02M
|
86.2K
$8M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.4K- 2.11% |
$117K - $136K
|
64.8K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-14K- 72.18% |
$1.17M - $1.36M
|
5.41K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-7.02K- 42.86% |
$585K - $683K
|
9.36K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.06K- 11.04% |
$88.2K - $103K
|
8.53K
$792K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.56K- 4.51% |
$130K - $152K
|
33K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
921+ 1.73% |
$76.7K - $89.6K
|
54K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$835K - $975K
|
10K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
51+ 0.66% |
$4.25K - $4.96K
|
7.81K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-8.26K- 50.42% |
$688K - $803K
|
8.12K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
15.2K+ 135.28% |
$1.27M - $1.48M
|
26.4K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.06K- 25.85% |
$88.4K - $103K
|
3.04K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 6.22% |
$2.5K - $2.92K
|
512
$47.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.43K+ 74.48% |
$369K - $430K
|
10.4K
$962K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.89K+ 1.14% |
$240K - $281K
|
256K
$23.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 2.67% |
$417 - $486
|
192
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.98K+ 40.02% |
$248K - $290K
|
10.4K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.18K+ 10.45% |
$182K - $212K
|
23K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
18K+ 140.25% |
$1.5M - $1.75M
|
30.8K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.15K+ 5537.63% |
$429K - $501K
|
5.24K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$525K - $613K
|
6.3K
$585K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.33K+ 14.08% |
$444K - $518K
|
43.1K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6.81K- 20.57% |
$568K - $663K
|
26.3K
$2.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.56K+ 3.98% |
$213K - $249K
|
66.8K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-711- 1.67% |
$59.2K - $69.2K
|
41.8K
$3.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-736- 5.9% |
$61.3K - $71.6K
|
11.7K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
360+ 3.26% |
$30K - $35K
|
11.4K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
619+ 10.64% |
$51.6K - $60.2K
|
6.44K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-152- 1.72% |
$12.7K - $14.8K
|
8.68K
$806K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.48K+ 0.41% |
$123K - $144K
|
363K
$33.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.02K+ 14.97% |
$85.3K - $99.6K
|
7.87K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.4K+ 8.12% |
$867K - $1.01M
|
139K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
25.3KNew |
$2.11M - $2.47M
|
25.3K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$1.71M - $1.99M
|
20.5K
$1.9M
|