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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$688 - $847
|
2.25K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-362- 92.82% |
$27.7K - $34.1K
|
28
$2.58K
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30.2KNew |
$2.31M - $2.85M
|
30.2K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.49KNew |
$573K - $705K
|
7.49K
$689K
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.41M
|
15K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
317+ 8.48% |
$24.2K - $29.8K
|
4.06K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-493- 8.01% |
$37.7K - $46.4K
|
5.66K
$521K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.34% |
$11.3K - $13.9K
|
2.62K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11+ 0.41% |
$841 - $1.04K
|
2.7K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
443+ 8.27% |
$33.9K - $41.7K
|
5.8K
$534K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-314- 9.96% |
$24K - $29.6K
|
2.84K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-531- 15.72% |
$40.6K - $50K
|
2.85K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 11.75% |
$30.6K - $37.7K
|
3.8K
$350K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
15.5KNew |
$1.18M - $1.46M
|
15.5K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.35M - $2.89M
|
30.7K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
123New |
$9.4K - $11.6K
|
123
$11.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.71KNew |
$437K - $538K
|
5.71K
$526K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-194- 2.77% |
$14.8K - $18.3K
|
6.81K
$626K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-40- 0.99% |
$3.06K - $3.77K
|
4.01K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.8K+ 161.93% |
$443K - $546K
|
9.38K
$863K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-10.2K- 67.92% |
$778K - $958K
|
4.81K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
13.3KNew |
$1.02M - $1.26M
|
13.3K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-539- 4.94% |
$41.2K - $50.7K
|
10.4K
$955K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
71New |
$5.43K - $6.68K
|
71
$6.53K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
101+ 3.66% |
$7.72K - $9.51K
|
2.86K
$263K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.19K+ 7.91% |
$397K - $489K
|
70.8K
$6.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.16KNew |
$547K - $674K
|
7.16K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-126- 2.2% |
$9.63K - $11.9K
|
5.61K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.02K- 62.78% |
$308K - $379K
|
2.39K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71.9K- 73.32% |
$5.49M - $6.77M
|
26.2K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 3.43% |
$6.5K - $8K
|
2.39K
$220K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-408- 14.28% |
$31.2K - $38.4K
|
2.45K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-31- 19.62% |
$2.37K - $2.92K
|
127
$11.7K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-184- 6.15% |
$14.1K - $17.3K
|
2.81K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
1KNew |
$76.4K - $94.1K
|
1K
$92K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 14.91% |
$5.2K - $6.4K
|
524
$48.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 9.96% |
$21.6K - $26.6K
|
2.56K
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-373- 11.84% |
$28.5K - $35.1K
|
2.78K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64.8K- 86.64% |
$4.95M - $6.1M
|
9.99K
$919K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-390- 12.04% |
$29.8K - $36.7K
|
2.85K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
177+ 5.97% |
$13.5K - $16.7K
|
3.14K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
536+ 20.0% |
$41K - $50.5K
|
3.22K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-575- 10.76% |
$44K - $54.1K
|
4.77K
$439K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
530+ 46.01% |
$40.5K - $49.9K
|
1.68K
$155K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-171- 1.22% |
$13.1K - $16.1K
|
13.9K
$1.28M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 45.45% |
$419K - $516K
|
6.58K
$606K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.29KNew |
$282K - $309K
|
3.29K
$302K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1- 0.03% |
$85.7 - $94
|
3.51K
$323K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-68- 13.55% |
$5.83K - $6.39K
|
434
$39.9K
|
|