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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
67+ 100.0% |
$5.71K - $6.17K
|
134
$12.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3.86K+ 91.48% |
$329K - $355K
|
8.07K
$743K
|
|
|
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
|
Well Done, LLC
|
BUY
|
- |
2.6K+ 73.48% |
$221K - $239K
|
6.14K
$565K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10K+ 106.27% |
$855K - $923K
|
19.5K
$1.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.64K+ 105.8% |
$566K - $611K
|
12.9K
$1.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 79.49% |
$186K - $201K
|
4.93K
$453K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
21.4K+ 107.07% |
$1.83M - $1.97M
|
41.4K
$3.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.94K+ 117.96% |
$847K - $915K
|
18.4K
$1.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
58.4K+ 97.41% |
$4.97M - $5.37M
|
118K
$10.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.52K+ 81.45% |
$215K - $232K
|
5.62K
$517K
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
8.52K+ 102.05% |
$726K - $784K
|
16.9K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
46.6K+ 102.04% |
$3.97M - $4.29M
|
92.2K
$8.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.63K+ 108.35% |
$310K - $334K
|
6.98K
$643K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.39M+ 1540.87% |
$119M - $128M
|
1.48M
$137M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.06K+ 79.18% |
$175K - $189K
|
4.66K
$429K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
139K+ 114.17% |
$11.8M - $12.8M
|
260K
$23.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
353K+ 118.74% |
$30.1M - $32.5M
|
650K
$59.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
377+ 100.0% |
$32.1K - $34.7K
|
754
$69.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.4K+ 4.25% |
$119K - $129K
|
34.3K
$3.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
13.6KNew |
$1.16M - $1.25M
|
13.6K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13.8K+ 75.2% |
$1.17M - $1.27M
|
32.1K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.2K+ 72.32% |
$2.23M - $2.41M
|
62.5K
$5.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.9K+ 111.66% |
$933K - $1.01M
|
20.7K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.06K+ 95.05% |
$90.1K - $97.3K
|
2.17K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
4.34K+ 86.79% |
$369K - $399K
|
9.33K
$859K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.43K+ 100.56% |
$292K - $315K
|
6.84K
$629K
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
11.2K+ 101.37% |
$958K - $1.03M
|
22.3K
$2.06M
|
|
|
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
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4K+ 100.05% |
$341K - $368K
|
8K
$736K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
8.06K+ 84.48% |
$687K - $741K
|
17.6K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
19K+ 85.0% |
$1.62M - $1.75M
|
41.3K
$3.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.42K+ 101.15% |
$292K - $315K
|
6.8K
$626K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.06K+ 94.71% |
$261K - $282K
|
6.29K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
4.05K+ 128.81% |
$345K - $372K
|
7.19K
$661K
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.05K+ 100.0% |
$260K - $281K
|
6.11K
$562K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.97K+ 105.73% |
$423K - $457K
|
9.66K
$889K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
45.1K+ 54.24% |
$3.85M - $4.15M
|
128K
$11.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.35K+ 113.07% |
$711K - $768K
|
15.7K
$1.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 87.18% |
$1.13M - $1.22M
|
28.5K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
991+ 100.0% |
$84.5K - $91.2K
|
1.98K
$182K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
21.6K+ 94.07% |
$1.84M - $1.99M
|
44.5K
$4.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
11.1K+ 91.58% |
$943K - $1.02M
|
23.2K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.55K+ 82.43% |
$217K - $235K
|
5.65K
$520K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.71K+ 95.9% |
$231K - $250K
|
5.54K
$510K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.1K+ 105.65% |
$94K - $101K
|
2.15K
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
33.5K+ 83.45% |
$2.85M - $3.08M
|
73.6K
$6.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
66.7K+ 100.05% |
$5.68M - $6.14M
|
133K
$12.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.39K+ 108.58% |
$630K - $680K
|
14.2K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
369+ 100.82% |
$31.4K - $34K
|
735
$67.6K
|
|