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 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.7K+ 30.21% |
$480K - $524K
|
24.5K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-40- 1.27% |
$3.37K - $3.68K
|
3.12K
$287K
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
180+ 0.97% |
$15.2K - $16.6K
|
18.7K
$1.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-152- 2.36% |
$12.8K - $14K
|
6.3K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-522- 0.76% |
$44K - $48K
|
68.4K
$6.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
290+ 9.54% |
$24.4K - $26.7K
|
3.33K
$306K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-85- 5.74% |
$7.16K - $7.82K
|
1.4K
$128K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.21K- 41.55% |
$271K - $295K
|
4.52K
$416K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.94K+ 434.7% |
$500K - $546K
|
7.3K
$672K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
503+ 19.52% |
$42.4K - $46.3K
|
3.08K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-275- 6.5% |
$23.2K - $25.3K
|
3.96K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24.8K- 64.84% |
$2.09M - $2.28M
|
13.5K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 3.85% |
$207K - $226K
|
66.3K
$6.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-47.3K- 57.61% |
$3.99M - $4.35M
|
34.8K
$3.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.64K- 10.08% |
$139K - $151K
|
14.7K
$1.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 1.94% |
$5.98K - $6.53K
|
3.73K
$343K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.25K+ 58.85% |
$273K - $299K
|
8.76K
$806K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.16% |
$590 - $644
|
4.45K
$409K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
536+ 13.61% |
$45.2K - $49.3K
|
4.47K
$412K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-700- 4.25% |
$59K - $64.4K
|
15.8K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.38K- 5.23% |
$200K - $218K
|
43K
$3.96M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.11K- 16.47% |
$515K - $562K
|
31K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.07% |
$169 - $184
|
2.72K
$250K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.71K- 6.05% |
$144K - $157K
|
26.5K
$2.44M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1Closed |
$84.3 - $92
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
94+ 671.43% |
$7.92K - $8.65K
|
108
$9.94K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.32K- 18.89% |
$701K - $766K
|
35.7K
$3.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.7K+ 0.72% |
$733K - $800K
|
1.22M
$113M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
6+ 0.21% |
$506 - $552
|
2.86K
$263K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.24K- 2.71% |
$104K - $114K
|
44.4K
$4.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-5- 0.57% |
$421 - $460
|
868
$79.9K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-6.17K- 31.32% |
$520K - $568K
|
13.5K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-18.7K- 73.33% |
$1.57M - $1.72M
|
6.79K
$624K
|
|
|
Nov 06, 2025
Q3 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.66K- 93.65% |
$561K - $612K
|
451
$41.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
15+ 0.11% |
$1.26K - $1.38K
|
13.2K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.04% |
$84.3 - $92
|
2.62K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.32K- 3.78% |
$111K - $122K
|
33.6K
$3.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.47KNew |
$208K - $227K
|
2.47K
$227K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-310- 1.23% |
$26.1K - $28.5K
|
24.9K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.29K- 12.43% |
$108K - $118K
|
9.05K
$833K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.07M+ 108.53% |
$90.4M - $98.7M
|
2.06M
$190M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.41% |
$84.3 - $92
|
243
$22.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.84K+ 9.32% |
$745K - $813K
|
104K
$9.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.5K- 8.48% |
$295K - $322K
|
37.8K
$3.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8- 0.22% |
$674 - $736
|
3.69K
$339K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-535- 13.93% |
$45.1K - $49.2K
|
3.31K
$304K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
16.6K+ 22.65% |
$1.4M - $1.53M
|
89.9K
$8.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-80.8K- 58.36% |
$6.81M - $7.44M
|
57.7K
$5.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.33K- 22.99% |
$449K - $490K
|
17.9K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.9K+ 24.55% |
$160K - $175K
|
9.64K
$887K
|
|