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
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
63+ 0.83% |
$5.31K - $5.8K
|
7.62K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Jain Global LLC
New York, NY |
BUY
|
PUT |
582K+ 26.82% |
$49M - $53.5M
|
2.75M
$253M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
2.89KNew |
$243K - $266K
|
2.89K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.28K- 15.71% |
$276K - $301K
|
17.6K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
7.56K+ 63.92% |
$637K - $696K
|
19.4K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
3.31KNew |
$279K - $305K
|
3.31K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.7KNew |
$733K - $800K
|
8.7K
$800K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
289+ 3.66% |
$24.3K - $26.6K
|
8.18K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
2.72KNew |
$229K - $251K
|
2.72K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.31K- 9.28% |
$447K - $489K
|
51.9K
$4.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
8.8K+ 2.39% |
$741K - $809K
|
377K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-300- 10.17% |
$25.3K - $27.6K
|
2.65K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 2.08% |
$286K - $312K
|
167K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
CALL |
24.2KNew |
$2.04M - $2.23M
|
24.2K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12+ 0.86% |
$1.01K - $1.1K
|
1.42K
$130K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5New |
$421 - $460
|
5
$460
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
838+ 2.04% |
$70.6K - $77.1K
|
41.9K
$3.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-55- 52.38% |
$4.63K - $5.06K
|
50
$4.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
566+ 27.11% |
$47.7K - $52.1K
|
2.65K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-125- 0.17% |
$10.5K - $11.5K
|
72.5K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-10- 2.51% |
$843 - $920
|
389
$35.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
14.6K+ 8.47% |
$1.23M - $1.34M
|
187K
$17.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.06KNew |
$88.9K - $97K
|
1.06K
$97.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-265K- 9.4% |
$22.4M - $24.4M
|
2.56M
$235M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
117KNew |
$9.87M - $10.8M
|
117K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19K- 1.57% |
$1.6M - $1.75M
|
1.19M
$110M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-130K- 20.12% |
$10.9M - $11.9M
|
514K
$47.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sagil Capital LLP
London, X0 |
BUY
|
PUT |
200KNew |
$16.9M - $18.4M
|
200K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.55KNew |
$552K - $603K
|
6.55K
$603K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-635- 15.4% |
$53.5K - $58.4K
|
3.49K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
20.8K+ 12.59% |
$1.75M - $1.91M
|
186K
$17.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$211K
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.27KNew |
$275K - $301K
|
3.27K
$301K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-34- 1.32% |
$2.86K - $3.13K
|
2.54K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
20.4KNew |
$1.72M - $1.88M
|
20.4K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.1KNew |
$261K - $285K
|
3.1K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-740- 2.82% |
$62.3K - $68.1K
|
25.5K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
27.7KNew |
$2.33M - $2.55M
|
27.7K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-18- 0.27% |
$1.52K - $1.66K
|
6.68K
$615K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-49.7K- 20.94% |
$4.18M - $4.57M
|
187K
$17.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.04K- 9.93% |
$87.5K - $95.6K
|
9.42K
$867K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$206K - $225K
|
2.45K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
752+ 42.44% |
$63.4K - $69.2K
|
2.52K
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
268+ 6.69% |
$22.6K - $24.7K
|
4.27K
$393K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.58K+ 69.55% |
$807K - $881K
|
23.3K
$2.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
51.9KNew |
$4.37M - $4.77M
|
51.9K
$4.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
700K+ 511.02% |
$59M - $64.4M
|
837K
$77M
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.75K+ 605.26% |
$484K - $529K
|
6.7K
$617K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
6.31KNew |
$532K - $581K
|
6.31K
$581K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
1.5K+ 3.94% |
$126K - $138K
|
39.6K
$3.64M
|
|