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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 1.28% |
$686 - $752
|
632
$58.2K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
286+ 0.25% |
$24.5K - $26.9K
|
114K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 3.01% |
$94.7K - $104K
|
37.8K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
3.53KNew |
$303K - $332K
|
3.53K
$325K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
55New |
$4.71K - $5.17K
|
55
$5.06K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.17K - $3.48K
|
37
$3.4K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-614- 21.22% |
$52.6K - $57.7K
|
2.28K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
618+ 2.38% |
$53K - $58.1K
|
26.6K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 1.22% |
$2.57K - $2.82K
|
2.5K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-657K- 98.51% |
$56.3M - $61.7M
|
9.92K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.18KNew |
$187K - $205K
|
2.18K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
254+ 1.91% |
$21.8K - $23.9K
|
13.6K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600New |
$51.4K - $56.4K
|
600
$55.2K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-145- 65.61% |
$12.4K - $13.6K
|
76
$6.99K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$17.1K - $18.8K
|
200
$18.4K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 29.31% |
$95.1K - $104K
|
2.68K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 0.65% |
$2.57K - $2.82K
|
4.6K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-342- 4.02% |
$29.3K - $32.1K
|
8.16K
$751K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$64.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-588K- 98.82% |
$50.4M - $55.3M
|
7.04K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-485- 20.46% |
$41.6K - $45.6K
|
1.89K
$173K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
471New |
$40.4K - $44.3K
|
471
$43.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
881+ 3.03% |
$75.5K - $82.8K
|
30K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-182- 32.38% |
$15.6K - $17.1K
|
380
$35K
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.79KNew |
$325K - $356K
|
3.79K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.36K- 37.89% |
$288K - $316K
|
5.51K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
182+ 0.73% |
$15.6K - $17.1K
|
25.2K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 0.62% |
$6.86K - $7.52K
|
13.1K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
1.15K+ 3.73% |
$98.7K - $108K
|
32K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$51.4K - $56.4K
|
600
$55.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$352K - $386K
|
4.11K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
57New |
$4.88K - $5.36K
|
57
$5.25K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-26.7K- 89.37% |
$2.29M - $2.51M
|
3.18K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-83- 1.36% |
$7.11K - $7.8K
|
6.03K
$555K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 6.13% |
$12.6K - $13.8K
|
2.54K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.63K- 57.06% |
$140K - $153K
|
1.23K
$113K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 38.46% |
$4.29K - $4.7K
|
180
$16.6K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-534- 18.65% |
$45.8K - $50.2K
|
2.33K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.2KNew |
$189K - $207K
|
2.2K
$203K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.19% |
$1.29K - $1.41K
|
7.8K
$718K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$1.89K - $2.07K
|
22
$2.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
70New |
$6K - $6.58K
|
70
$6.44K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.94K- 64.4% |
$509K - $558K
|
3.28K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-952- 20.93% |
$81.6K - $89.4K
|
3.6K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55New |
$4.71K - $5.17K
|
55
$5.06K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.47K- 15.32% |
$555K - $608K
|
35.8K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.34KNew |
$372K - $408K
|
4.34K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-338- 1.75% |
$29K - $31.8K
|
18.9K
$1.74M
|
|