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
|
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
|
|
|
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
|
|