Purchases and Sales Made in Q4 2025 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2025. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.39M+ 1540.87% |
$119M - $128M
|
1.48M
$137M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
362K+ 103.9% |
$30.9M - $33.3M
|
711K
$65.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
353K+ 118.74% |
$30.1M - $32.5M
|
650K
$59.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
273K+ 101.08% |
$23.3M - $25.1M
|
544K
$50M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
269K+ 117.27% |
$22.9M - $24.7M
|
498K
$45.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
259K+ 385950.75% |
$22M - $23.8M
|
259K
$23.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
212K+ 98.51% |
$18.1M - $19.5M
|
428K
$39.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
196K+ 92.94% |
$16.7M - $18.1M
|
408K
$37.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
139K+ 114.17% |
$11.8M - $12.8M
|
260K
$23.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
138K+ 98.68% |
$11.8M - $12.7M
|
278K
$25.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
129K+ 101.45% |
$11M - $11.8M
|
256K
$23.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
124K+ 277.94% |
$10.5M - $11.4M
|
168K
$15.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Solitude Financial Services
|
BUY
|
- |
121K+ 88.84% |
$10.3M - $11.1M
|
258K
$23.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
120K+ 116.83% |
$10.2M - $11.1M
|
223K
$20.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
103K+ 100.96% |
$8.75M - $9.45M
|
204K
$18.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
BUY
|
- |
100K+ 113.89% |
$8.54M - $9.22M
|
188K
$17.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
98.2K+ 94.35% |
$8.36M - $9.03M
|
202K
$18.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
98K+ 109.58% |
$8.35M - $9.02M
|
188K
$17.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
82.2K+ 102.88% |
$7.01M - $7.56M
|
162K
$14.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
73.9K+ 97.42% |
$6.3M - $6.8M
|
150K
$13.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
66.7K+ 100.05% |
$5.68M - $6.14M
|
133K
$12.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
66.7K+ 123.81% |
$5.68M - $6.13M
|
121K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
65.4K+ 102.95% |
$5.57M - $6.01M
|
129K
$11.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
65K+ 101.43% |
$5.54M - $5.98M
|
129K
$11.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
64K+ 56.76% |
$5.45M - $5.89M
|
177K
$16.3M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 164.74% |
$5.31M - $5.74M
|
100K
$9.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
60.5K+ 50.32% |
$5.15M - $5.56M
|
181K
$16.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
58.4K+ 97.41% |
$4.97M - $5.37M
|
118K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
57.7K+ 100.09% |
$4.92M - $5.31M
|
115K
$10.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
57.2K+ 96.99% |
$4.87M - $5.26M
|
116K
$10.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
57.1K+ 157.72% |
$4.87M - $5.25M
|
93.3K
$8.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
56.2K+ 99.5% |
$4.79M - $5.17M
|
113K
$10.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
53.3K+ 103.86% |
$4.54M - $4.9M
|
105K
$9.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 103.04% |
$4.38M - $4.73M
|
101K
$9.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50.3K+ 107.58% |
$4.29M - $4.63M
|
97K
$8.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
47.9K+ 90.58% |
$4.08M - $4.41M
|
101K
$9.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
47K+ 96.83% |
$4M - $4.32M
|
95.5K
$8.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
46.6K+ 102.04% |
$3.97M - $4.29M
|
92.2K
$8.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
45.6K+ 104.96% |
$3.89M - $4.2M
|
89.1K
$8.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.6K+ 91.86% |
$3.89M - $4.2M
|
95.3K
$8.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
45.1K+ 54.24% |
$3.85M - $4.15M
|
128K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
44.7K+ 113.72% |
$3.81M - $4.11M
|
83.9K
$7.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
43.2K+ 105.27% |
$3.68M - $3.98M
|
84.3K
$7.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
42.7KNew |
$3.64M - $3.93M
|
42.7K
$3.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.6K+ 94.4% |
$3.63M - $3.92M
|
87.8K
$8.08M
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
41.3K+ 102.72% |
$3.52M - $3.8M
|
81.5K
$7.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.9K+ 19.49% |
$3.48M - $3.76M
|
251K
$23.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
39.7K+ 101.93% |
$3.39M - $3.66M
|
78.7K
$7.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
39.6K+ 97.2% |
$3.37M - $3.64M
|
80.3K
$7.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
36K+ 83.25% |
$3.07M - $3.31M
|
79.3K
$7.29M
|
|