Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$192K - $210K
|
2.24K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$204K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.2KNew |
$189K - $207K
|
2.2K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$201K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$201K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.18KNew |
$187K - $205K
|
2.18K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$184K - $202K
|
2.15K
$197K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.13K+ 70.74% |
$183K - $200K
|
5.15K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.22K+ 5.75% |
$104K - $114K
|
22.4K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.16KNew |
$99.6K - $109K
|
1.16K
$107K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
1.15K+ 3.73% |
$98.7K - $108K
|
32K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 3.01% |
$94.7K - $104K
|
37.8K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.08K+ 33.25% |
$92.5K - $101K
|
4.32K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1KNew |
$85.7K - $94K
|
1K
$92K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
972+ 152.11% |
$83.3K - $91.3K
|
1.61K
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
881+ 3.03% |
$75.5K - $82.8K
|
30K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$64.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$64.4K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
618+ 2.38% |
$53K - $58.1K
|
26.6K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600New |
$51.4K - $56.4K
|
600
$55.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$51.4K - $56.4K
|
600
$55.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
500+ 100.0% |
$42.9K - $47K
|
1K
$92K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
471New |
$40.4K - $44.3K
|
471
$43.3K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
383+ 3.34% |
$32.8K - $36K
|
11.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
339New |
$29.1K - $31.9K
|
339
$31.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
335+ 418.75% |
$28.7K - $31.5K
|
415
$38.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
335+ 6.32% |
$28.7K - $31.5K
|
5.64K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
300New |
$25.7K - $28.2K
|
300
$27.6K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
286+ 0.25% |
$24.5K - $26.9K
|
114K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
273+ 470.69% |
$23.4K - $25.7K
|
331
$30.5K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
254+ 1.91% |
$21.8K - $23.9K
|
13.6K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
229+ 0.45% |
$19.6K - $21.5K
|
51.6K
$4.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$18.8K - $20.6K
|
219
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$17.1K - $18.8K
|
200
$18.4K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$17.1K - $18.8K
|
200
$18.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
182+ 0.73% |
$15.6K - $17.1K
|
25.2K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
149+ 3.14% |
$12.8K - $14K
|
4.89K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 6.13% |
$12.6K - $13.8K
|
2.54K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
128+ 20.35% |
$11K - $12K
|
757
$69.7K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 62.5% |
$8.57K - $9.4K
|
260
$23.9K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$8.28K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$8.28K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 0.62% |
$6.86K - $7.52K
|
13.1K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75New |
$6.43K - $7.05K
|
75
$6.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
70New |
$6K - $6.58K
|
70
$6.44K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
66+ 8.89% |
$5.66K - $6.2K
|
808
$74.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
57New |
$4.88K - $5.36K
|
57
$5.25K
|
|