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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
300+ 2.88% |
$25.3K - $27.6K
|
10.7K
$986K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.5K- 39.39% |
$1.47M - $1.61M
|
26.9K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Campion Asset Management
|
SELL
|
- |
-70- 1.59% |
$5.9K - $6.44K
|
4.34K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.65K- 12.96% |
$392K - $428K
|
31.3K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.81K- 25.77% |
$321K - $350K
|
11K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
13.9K+ 25.73% |
$1.17M - $1.28M
|
68K
$6.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 16.06% |
$129K - $141K
|
11.1K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.48K+ 15.15% |
$377K - $412K
|
34K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-6.99K- 17.34% |
$589K - $643K
|
33.3K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-322- 10.36% |
$27.1K - $29.6K
|
2.79K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11.2K- 4.1% |
$946K - $1.03M
|
262K
$24.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 70.78% |
$944K - $1.03M
|
27K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.45K- 1.69% |
$122K - $133K
|
84.3K
$7.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
115+ 1.2% |
$9.69K - $10.6K
|
9.67K
$890K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
45.2K+ 143.82% |
$3.81M - $4.16M
|
76.7K
$7.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
125New |
$10.5K - $11.5K
|
125
$11.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Credit Agricole S A
|
BUY
|
- |
55K+ 79.2% |
$4.63M - $5.06M
|
124K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Credit Agricole S A
|
BUY
|
PUT |
315K+ 56.25% |
$26.5M - $29M
|
875K
$80.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Allie Family Office LLC
|
SELL
|
- |
-40- 0.55% |
$3.37K - $3.68K
|
7.27K
$669K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.1K+ 61.22% |
$2.96M - $3.23M
|
92.5K
$8.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-36- 1.32% |
$3.03K - $3.31K
|
2.68K
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.5K- 11.35% |
$1.22M - $1.33M
|
113K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13K- 67.71% |
$1.1M - $1.2M
|
6.2K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-6.18K- 3.62% |
$521K - $569K
|
165K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.93K- 12.21% |
$162K - $177K
|
13.9K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-24.8K- 55.88% |
$2.09M - $2.29M
|
19.6K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
156KNew |
$13.2M - $14.4M
|
156K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-26.6K- 3.11% |
$2.24M - $2.45M
|
828K
$76.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
81.1K+ 35.79% |
$6.83M - $7.46M
|
308K
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
6.65KNew |
$561K - $612K
|
6.65K
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
193K+ 81.68% |
$16.2M - $17.7M
|
429K
$39.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
486+ 8.31% |
$40.9K - $44.7K
|
6.33K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-145- 0.64% |
$12.2K - $13.3K
|
22.6K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-84.1K- 7.1% |
$7.09M - $7.74M
|
1.1M
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
104KNew |
$8.77M - $9.57M
|
104K
$9.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.4K- 27.18% |
$1.29M - $1.41M
|
41.2K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
273K+ 29.83% |
$23M - $25.1M
|
1.19M
$109M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
CALL |
-700- 13.21% |
$59K - $64.4K
|
4.6K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.56% |
$84.3 - $92
|
40
$3.68K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.66K- 5.26% |
$140K - $153K
|
30K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
12.5K+ 94.75% |
$1.05M - $1.15M
|
25.7K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
PUT |
200KNew |
$16.9M - $18.4M
|
200K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
55+ 1.59% |
$4.63K - $5.06K
|
3.51K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-27.2K- 86.86% |
$2.3M - $2.51M
|
4.12K
$379K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-37.5K- 23.34% |
$3.16M - $3.45M
|
123K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.24K- 21.4% |
$105K - $114K
|
4.57K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
680+ 2.31% |
$57.3K - $62.6K
|
30.1K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.13% |
$4.97K - $5.43K
|
45.6K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-717- 15.28% |
$60.4K - $66K
|
3.97K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
132+ 0.06% |
$11.1K - $12.1K
|
214K
$19.7M
|
|