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 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$18.8K - $20.6K
|
219
$20.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.54KNew |
$217K - $238K
|
2.54K
$233K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.67% |
$8.66K - $9.49K
|
3.68K
$338K
|
|
| Q4 2024 | |||||||
|
Oct 27, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-792- 15.75% |
$66K - $77K
|
4.24K
$390K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1New |
$83.3 - $97.3
|
1
$92
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-36- 10.71% |
$3K - $3.5K
|
300
$27.6K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
44New |
$3.67K - $4.28K
|
44
$4.05K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-25Closed |
$2.08K - $2.43K
|
0
$0
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.73KNew |
$311K - $363K
|
3.73K
$343K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
636+ 1.4% |
$53K - $61.9K
|
46.1K
$4.24M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-10K- 19.96% |
$833K - $973K
|
40.1K
$3.69M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
7.51KNew |
$626K - $731K
|
7.51K
$691K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-7Closed |
$583 - $681
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-11.8K- 99.39% |
$984K - $1.15M
|
72
$6.63K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 1.97% |
$16.7K - $19.5K
|
9.96K
$916K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.35K- 13.16% |
$113K - $131K
|
8.91K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.82K- 65.05% |
$402K - $469K
|
2.59K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2.5K- 6.41% |
$208K - $243K
|
36.5K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
89K+ 193.48% |
$7.42M - $8.66M
|
135K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 72.22% |
$5.42K - $6.32K
|
25
$2.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
14.5KNew |
$1.21M - $1.41M
|
14.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
60KNew |
$5M - $5.84M
|
60K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
CALL |
25KNew |
$2.08M - $2.43M
|
25K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
653+ 23.0% |
$54.4K - $63.5K
|
3.49K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.74KNew |
$562K - $656K
|
6.74K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
70.1KNew |
$5.84M - $6.82M
|
70.1K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.06K- 17.71% |
$88.6K - $103K
|
4.94K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
31.7KNew |
$2.64M - $3.08M
|
31.7K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-1M- 98.43% |
$83.3M - $97.3M
|
16K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
123KNew |
$10.2M - $11.9M
|
123K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aperture Investors, LLC
New York, NY |
BUY
|
CALL |
31.8KNew |
$2.65M - $3.09M
|
31.8K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-382- 6.19% |
$31.8K - $37.2K
|
5.79K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
100KNew |
$8.33M - $9.73M
|
100K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
110New |
$9.17K - $10.7K
|
110
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.9KNew |
$325K - $379K
|
3.9K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
90.1KNew |
$7.51M - $8.77M
|
90.1K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.2K- 6.59% |
$100K - $117K
|
17K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-5.28K- 23.7% |
$440K - $514K
|
17K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.66KNew |
$221K - $259K
|
2.66K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
8.1K+ 16.91% |
$675K - $788K
|
56K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
CALL |
-400K- 53.33% |
$33.3M - $38.9M
|
350K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.26KNew |
$355K - $414K
|
4.26K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-211- 4.43% |
$17.6K - $20.5K
|
4.56K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
10+ 0.11% |
$833 - $973
|
9.44K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7+ 0.28% |
$583 - $681
|
2.49K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.81% |
$833 - $973
|
1.24K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$4.17M - $4.86M
|
50K
$4.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.01K+ 4.83% |
$84.4K - $98.5K
|
22K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.7K- 39.08% |
$142K - $165K
|
2.65K
$244K
|
|