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 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.53K+ 100.14% |
$301K - $325K
|
7.06K
$649K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.99K+ 101.6% |
$255K - $275K
|
5.94K
$547K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
66.7K+ 123.81% |
$5.68M - $6.13M
|
121K
$11.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28.3K+ 689.64% |
$2.42M - $2.61M
|
32.5K
$2.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.02K+ 100.61% |
$769K - $830K
|
18K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
269K+ 117.27% |
$22.9M - $24.7M
|
498K
$45.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.81K+ 85.01% |
$325K - $351K
|
8.3K
$763K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
13.8K+ 13.48% |
$1.17M - $1.27M
|
116K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
129K+ 101.45% |
$11M - $11.8M
|
256K
$23.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.27K+ 100.0% |
$619K - $669K
|
14.5K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
11K+ 87.01% |
$935K - $1.01M
|
23.6K
$2.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.13K+ 95.26% |
$778K - $840K
|
18.7K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.84K+ 99.1% |
$583K - $629K
|
13.7K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.83K+ 2037.78% |
$156K - $169K
|
1.92K
$177K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.83KNew |
$412K - $444K
|
4.83K
$444K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
199+ 100.0% |
$17K - $18.3K
|
398
$36.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.9K+ 100.8% |
$503K - $543K
|
11.8K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 100.0% |
$364K - $393K
|
8.55K
$787K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
5.94K+ 67.31% |
$506K - $547K
|
14.8K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
7.05K+ 98.11% |
$601K - $649K
|
14.2K
$1.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.52K+ 100.0% |
$215K - $232K
|
5.04K
$464K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 164.74% |
$5.31M - $5.74M
|
100K
$9.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 51.33% |
$150K - $162K
|
5.2K
$478K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 103.04% |
$4.38M - $4.73M
|
101K
$9.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
410+ 512.5% |
$34.9K - $37.7K
|
490
$45.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 81.21% |
$306K - $331K
|
8.02K
$738K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.4K+ 70.57% |
$2.76M - $2.98M
|
78.2K
$7.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.7K+ 98.4% |
$315K - $340K
|
7.45K
$686K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.9K+ 87.83% |
$247K - $267K
|
6.2K
$571K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
26.7K+ 103.79% |
$2.27M - $2.46M
|
52.4K
$4.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
25.8KNew |
$2.2M - $2.37M
|
25.8K
$2.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$579K - $625K
|
6.8K
$625K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.61KNew |
$648K - $700K
|
7.61K
$700K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 96.59% |
$203K - $219K
|
4.84K
$446K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 98.72% |
$715K - $772K
|
16.9K
$1.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.72K+ 100.18% |
$487K - $526K
|
11.4K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Corsicana & Co.
|
BUY
|
- |
175+ 100.0% |
$14.9K - $16.1K
|
350
$32.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.98K+ 92.12% |
$594K - $642K
|
14.5K
$1.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
73.9K+ 97.42% |
$6.3M - $6.8M
|
150K
$13.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.89K+ 82.64% |
$331K - $358K
|
8.59K
$791K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.85K+ 125.27% |
$669K - $723K
|
14.1K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.36K+ 101.69% |
$457K - $493K
|
10.6K
$978K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
890+ 100.0% |
$75.8K - $81.9K
|
1.78K
$164K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
45.6K+ 104.96% |
$3.89M - $4.2M
|
89.1K
$8.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.67K+ 45.91% |
$227K - $245K
|
8.47K
$780K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50.3K+ 107.58% |
$4.29M - $4.63M
|
97K
$8.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26K+ 99.96% |
$192K - $208K
|
4.51K
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 93.06% |
$1.25M - $1.35M
|
30.3K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
11K+ 98.4% |
$939K - $1.01M
|
22.2K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.6K+ 233.88% |
$2.35M - $2.54M
|
39.3K
$3.62M
|
|