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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 22.2% |
$165K - $203K
|
7.57K
$697K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.24K+ 65.47% |
$171K - $211K
|
5.66K
$521K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.47K- 32.34% |
$189K - $233K
|
5.17K
$476K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
180+ 4.08% |
$13.8K - $16.9K
|
4.59K
$423K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
22+ 0.92% |
$1.68K - $2.07K
|
2.42K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4+ 0.8% |
$306 - $377
|
504
$46.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.67K+ 170.13% |
$357K - $439K
|
7.41K
$682K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
417+ 3207.69% |
$31.9K - $39.3K
|
430
$39.6K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-891- 0.46% |
$68.1K - $83.9K
|
194K
$17.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65New |
$4.97K - $6.12K
|
65
$5.98K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.64K- 14.12% |
$278K - $342K
|
22.1K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100+ 2.24% |
$7.64K - $9.41K
|
4.57K
$420K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.85KNew |
$218K - $268K
|
2.85K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$15.3K - $18.8K
|
200
$18.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 0.83% |
$4.59K - $5.65K
|
7.25K
$668K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.79K+ 7.0% |
$672K - $828K
|
134K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-905- 9.51% |
$69.2K - $85.2K
|
8.61K
$792K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
119New |
$9.1K - $11.2K
|
119
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
309+ 12.51% |
$23.6K - $29.1K
|
2.78K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.37K- 26.53% |
$258K - $317K
|
9.33K
$859K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$3.82K - $4.71K
|
7.81K
$719K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 244.83% |
$5.43K - $6.68K
|
100
$9.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
34.2KNew |
$2.61M - $3.22M
|
34.2K
$3.14M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.97K- 19.25% |
$227K - $279K
|
12.4K
$1.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 1.55% |
$5.27K - $6.49K
|
4.53K
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 13.54% |
$30.6K - $37.7K
|
2.56K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-81- 74.31% |
$6.19K - $7.62K
|
28
$2.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23- 1.04% |
$1.76K - $2.16K
|
2.19K
$202K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
829KNew |
$63.4M - $78M
|
829K
$76.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-565- 43.76% |
$43.2K - $53.2K
|
726
$66.8K
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.84K- 9.39% |
$217K - $268K
|
27.4K
$2.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
95+ 3.46% |
$7.26K - $8.94K
|
2.84K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
$841 - $1.04K
|
4.78K
$440K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-421- 5.98% |
$32.2K - $39.6K
|
6.62K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25+ 0.03% |
$1.91K - $2.35K
|
75K
$6.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.6K- 61.26% |
$4.86M - $5.99M
|
40.2K
$3.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-22- 33.85% |
$1.68K - $2.07K
|
43
$3.96K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.05% |
$76.4 - $94.1
|
1.89K
$174K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
37+ 2.49% |
$2.83K - $3.48K
|
1.52K
$140K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-140- 2.18% |
$10.7K - $13.2K
|
6.29K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
20.5KNew |
$1.57M - $1.93M
|
20.5K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-604- 59.68% |
$46.2K - $56.9K
|
408
$37.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-153- 62.7% |
$11.7K - $14.4K
|
91
$8.37K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
195+ 9.75% |
$14.9K - $18.4K
|
2.2K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 2.25% |
$4.43K - $5.46K
|
2.53K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.93K- 41.9% |
$148K - $182K
|
2.68K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-700- 9.21% |
$53.5K - $65.9K
|
6.9K
$635K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-283- 9.49% |
$21.6K - $26.6K
|
2.7K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-240- 8.95% |
$18.3K - $22.6K
|
2.44K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-125- 4.42% |
$9.56K - $11.8K
|
2.7K
$249K
|
|