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 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
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.03K+ 8.59% |
$503K - $587K
|
76.3K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7.83K- 4.21% |
$652K - $762K
|
178K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 2.89% |
$1.49M - $1.74M
|
600K
$53.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 2.79% |
$2.08K - $2.43K
|
920
$81.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-33.1K- 25.81% |
$2.76M - $3.22M
|
95.3K
$8.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
72+ 0.55% |
$6K - $7K
|
13.1K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
917+ 9.63% |
$76.4K - $89.2K
|
10.4K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.28K- 4.08% |
$106K - $124K
|
30K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5+ 3.27% |
$417 - $486
|
158
$14.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-14- 0.18% |
$1.17K - $1.36K
|
7.82K
$696K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.96K+ 87.43% |
$246K - $287K
|
6.34K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Granger Management LLC
|
SELL
|
- |
-64.3K- 25.21% |
$5.36M - $6.25M
|
191K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18.9K- 21.37% |
$1.57M - $1.83M
|
69.4K
$6.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 2.13% |
$1.33K - $1.56K
|
734
$65.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.03K- 14.48% |
$85.4K - $99.7K
|
6.06K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.54K- 5.17% |
$128K - $150K
|
28.3K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.82KNew |
$402K - $469K
|
4.82K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 2.74% |
$10.8K - $12.6K
|
4.61K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
839+ 6.33% |
$69.9K - $81.6K
|
14.1K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
26+ 0.62% |
$2.17K - $2.53K
|
4.21K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.94K- 35.69% |
$412K - $481K
|
8.91K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
264+ 6.93% |
$22K - $25.7K
|
4.07K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-76- 1.73% |
$6.33K - $7.39K
|
4.31K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 51.46% |
$265K - $309K
|
9.36K
$834K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.34K+ 7.01% |
$112K - $131K
|
20.5K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3K+ 109.76% |
$945K - $1.1M
|
21.7K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500+ 5.33% |
$41.7K - $48.6K
|
9.88K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.18% |
$667 - $778
|
4.52K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-786- 3.82% |
$65.5K - $76.5K
|
19.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-3.19K- 13.33% |
$265K - $310K
|
20.7K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-99- 2.14% |
$8.25K - $9.63K
|
4.52K
$403K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-193- 5.46% |
$16.1K - $18.8K
|
3.34K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.53% |
$1.67K - $1.95K
|
3.72K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.59K+ 29.99% |
$132K - $154K
|
6.88K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
123+ 0.27% |
$10.2K - $12K
|
45.2K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 0.4% |
$4.83K - $5.64K
|
14.4K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.81K- 8.57% |
$151K - $176K
|
19.3K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
382+ 8.8% |
$31.8K - $37.2K
|
4.72K
$421K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.05K+ 65.59% |
$171K - $200K
|
5.18K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
565+ 3.59% |
$47.1K - $55K
|
16.3K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.52K+ 12.79% |
$626K - $731K
|
66.3K
$5.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
527+ 0.66% |
$43.9K - $51.3K
|
80.3K
$7.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.77K- 3.0% |
$231K - $269K
|
89.6K
$7.98M
|