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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-328- 7.8% |
$28.1K - $30.8K
|
3.88K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
59+ 1.13% |
$5.06K - $5.54K
|
5.27K
$487K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-250- 3.38% |
$21.4K - $23.5K
|
7.14K
$660K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$406K - $445K
|
4.74K
$438K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
519+ 5.49% |
$44.5K - $48.8K
|
9.98K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.01K+ 120.47% |
$344K - $377K
|
7.35K
$679K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.58K+ 108271.43% |
$650K - $712K
|
7.59K
$701K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-78- 1.61% |
$6.68K - $7.33K
|
4.77K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
10+ 0.2% |
$857 - $940
|
5.13K
$474K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.47K- 10.0% |
$468K - $514K
|
49.2K
$4.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.15K- 7.22% |
$270K - $296K
|
40.5K
$3.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-456- 2.65% |
$39.1K - $42.8K
|
16.7K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-539- 6.74% |
$46.2K - $50.6K
|
7.46K
$689K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 20.27% |
$237K - $260K
|
10.9K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
180+ 2.7% |
$15.4K - $16.9K
|
6.84K
$632K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-148- 30.71% |
$12.7K - $13.9K
|
334
$30.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
231+ 1.2% |
$19.8K - $21.7K
|
19.5K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-483- 5.94% |
$41.4K - $45.4K
|
7.65K
$707K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-768- 4.16% |
$65.8K - $72.2K
|
17.7K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.8K- 27.66% |
$2.73M - $2.99M
|
83.2K
$7.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 45.0% |
$1.2M - $1.31M
|
44.9K
$4.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-190- 5.03% |
$16.3K - $17.9K
|
3.58K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.07K+ 3.97% |
$349K - $382K
|
107K
$9.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-764- 9.84% |
$65.5K - $71.8K
|
7K
$647K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-417- 96.98% |
$35.7K - $39.2K
|
13
$1.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-478- 8.71% |
$41K - $44.9K
|
5.01K
$463K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-71- 0.57% |
$6.08K - $6.67K
|
12.4K
$1.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.12K+ 4.59% |
$95.8K - $105K
|
25.5K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.6K- 32.79% |
$3.65M - $4M
|
87.2K
$8.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-192- 5.23% |
$16.5K - $18K
|
3.48K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.16KNew |
$271K - $297K
|
3.16K
$292K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 21.06% |
$105K - $115K
|
4.61K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-265- 0.41% |
$22.7K - $24.9K
|
64.5K
$5.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
2.19K+ 7.85% |
$188K - $206K
|
30.1K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.27K- 40.71% |
$709K - $777K
|
12K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$618K - $677K
|
7.21K
$666K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
65+ 0.71% |
$5.57K - $6.11K
|
9.23K
$853K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $212K
|
2.26K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
323+ 0.34% |
$27.7K - $30.3K
|
96K
$8.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
896+ 5.03% |
$76.8K - $84.2K
|
18.7K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 3.51% |
$109K - $119K
|
34.9K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 88.31% |
$1.15M - $1.26M
|
28.6K
$2.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
8.66K+ 56.75% |
$742K - $814K
|
23.9K
$2.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$85.7 - $94
|
1.27K
$118K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 10.53% |
$207K - $227K
|
25.4K
$2.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-280- 1.05% |
$24K - $26.3K
|
26.3K
$2.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-91- 0.63% |
$7.8K - $8.55K
|
14.3K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.6K- 95.95% |
$6.14M - $6.73M
|
3.02K
$279K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
68+ 0.27% |
$5.83K - $6.39K
|
25.5K
$2.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13- 0.4% |
$1.11K - $1.22K
|
3.24K
$300K
|