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 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-3.5K- 9.54% |
$295K - $322K
|
33.2K
$3.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$169 - $184
|
5.05K
$465K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29+ 0.54% |
$2.44K - $2.67K
|
5.41K
$498K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
286+ 8.41% |
$24.1K - $26.3K
|
3.69K
$339K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 1.22% |
$107K - $116K
|
102K
$9.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
545New |
$45.9K - $50.1K
|
545
$50.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.1K- 4.28% |
$177K - $193K
|
46.9K
$4.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.41K+ 19.08% |
$203K - $222K
|
15K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-10.2K- 78.13% |
$863K - $942K
|
2.87K
$264K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
334+ 20.67% |
$28.1K - $30.7K
|
1.95K
$179K
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.5K- 90.97% |
$2.91M - $3.18M
|
3.43K
$316K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.47K- 10.27% |
$376K - $411K
|
39K
$3.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.9K- 8.22% |
$244K - $267K
|
32.4K
$2.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-2.12K- 5.27% |
$178K - $195K
|
38.1K
$3.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
394+ 2.09% |
$33.2K - $36.2K
|
19.2K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-6.36K- 20.16% |
$536K - $585K
|
25.2K
$2.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
8.22K+ 2.41% |
$692K - $756K
|
349K
$32.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
8.39K+ 10.72% |
$706K - $771K
|
86.6K
$7.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
146+ 0.53% |
$12.3K - $13.4K
|
27.8K
$2.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
2.52KNew |
$212K - $232K
|
2.52K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6.69K- 68.88% |
$564K - $616K
|
3.02K
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.62KNew |
$221K - $241K
|
2.62K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-12- 0.26% |
$1.01K - $1.1K
|
4.59K
$423K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2+ 0.04% |
$169 - $184
|
4.89K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-19K- 5.79% |
$1.6M - $1.75M
|
309K
$28.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-250- 3.05% |
$21.1K - $23K
|
7.96K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.08K- 11.95% |
$91.2K - $99.6K
|
7.98K
$734K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.3K- 4.45% |
$3.65M - $3.99M
|
930K
$85.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-35- 0.58% |
$2.95K - $3.22K
|
5.98K
$550K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
24+ 0.53% |
$2.02K - $2.21K
|
4.53K
$417K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.11% |
$927 - $1.01K
|
10.4K
$958K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-186- 2.26% |
$15.7K - $17.1K
|
8.04K
$740K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 0.46% |
$3.45K - $3.77K
|
9.02K
$830K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.19% |
$84.3 - $92
|
85
$7.82K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2.34K- 9.38% |
$197K - $215K
|
22.6K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
594+ 9.54% |
$50K - $54.6K
|
6.82K
$627K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 5.82% |
$152K - $165K
|
29.1K
$2.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.36% |
$2.44K - $2.67K
|
8.14K
$749K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
99+ 1.11% |
$8.34K - $9.11K
|
8.98K
$826K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-105- 3.23% |
$8.85K - $9.66K
|
3.15K
$290K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.3K+ 14.27% |
$278K - $303K
|
26.4K
$2.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3- 0.11% |
$253 - $276
|
2.71K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
SELL
|
- |
-128- 0.09% |
$10.8K - $11.8K
|
136K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$169 - $184
|
529
$48.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
566New |
$47.7K - $52.1K
|
566
$52.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-121- 1.12% |
$10.2K - $11.1K
|
10.7K
$982K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-88- 1.98% |
$7.41K - $8.1K
|
4.36K
$402K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
15.7KNew |
$1.32M - $1.45M
|
15.7K
$1.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 2.94% |
$114K - $125K
|
44.8K
$4.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.3KNew |
$1.12M - $1.22M
|
13.3K
$1.22M
|
|