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 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.5K- 3.67% |
$295K - $322K
|
92K
$8.47M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.53K- 9.86% |
$382K - $417K
|
41.4K
$3.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-365- 10.29% |
$30.8K - $33.6K
|
3.18K
$293K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.25K- 13.27% |
$189K - $207K
|
14.7K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37.6KNew |
$3.17M - $3.46M
|
37.6K
$3.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.42K- 17.48% |
$120K - $131K
|
6.72K
$619K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13- 0.22% |
$1.1K - $1.2K
|
5.93K
$546K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.51K+ 20.29% |
$380K - $415K
|
26.7K
$2.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-261- 3.03% |
$22K - $24K
|
8.36K
$769K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.84K+ 38.83% |
$829K - $905K
|
35.2K
$3.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-27- 0.52% |
$2.27K - $2.48K
|
5.21K
$480K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.2K+ 0.82% |
$101K - $110K
|
147K
$13.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.79K- 7.94% |
$403K - $440K
|
55.5K
$5.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 16.67% |
$12.6K - $13.8K
|
750
$69K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3+ 0.04% |
$253 - $276
|
7.75K
$713K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-800- 68.73% |
$67.4K - $73.6K
|
364
$33.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.17K- 19.79% |
$267K - $292K
|
12.9K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
66+ 0.31% |
$5.56K - $6.07K
|
21.2K
$1.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-584- 11.81% |
$49.2K - $53.7K
|
4.36K
$401K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.01K+ 39.6% |
$254K - $277K
|
10.6K
$977K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.55K- 11.12% |
$215K - $234K
|
20.4K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-149- 1.34% |
$12.6K - $13.7K
|
11K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.4K+ 165.73% |
$623K - $681K
|
11.9K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.44% |
$169 - $184
|
461
$42.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.09% |
$337 - $368
|
4.56K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.9K- 8.08% |
$328K - $358K
|
44.3K
$4.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-713- 14.29% |
$60.1K - $65.6K
|
4.28K
$394K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.42K+ 67.34% |
$204K - $222K
|
6.01K
$553K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-500- 6.16% |
$42.1K - $46K
|
7.62K
$701K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-724- 1.3% |
$61K - $66.6K
|
54.9K
$5.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
948+ 31.07% |
$79.9K - $87.2K
|
4K
$368K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$217K - $237K
|
2.58K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3- 0.2% |
$253 - $276
|
1.47K
$136K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-2.43K- 49.72% |
$205K - $224K
|
2.46K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.89K- 34.97% |
$749K - $818K
|
16.5K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-130- 0.48% |
$11K - $12K
|
27.1K
$2.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
23+ 0.57% |
$1.94K - $2.12K
|
4.08K
$375K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.47K- 0.52% |
$292K - $319K
|
662K
$61M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.39% |
$114K - $124K
|
55.3K
$5.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
16+ 0.28% |
$1.35K - $1.47K
|
5.8K
$534K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-199- 1.7% |
$16.8K - $18.3K
|
11.5K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.15K- 11.88% |
$181K - $198K
|
15.9K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
149+ 2.17% |
$12.6K - $13.7K
|
7.03K
$647K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$84.3 - $92
|
335
$30.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-673- 4.68% |
$56.7K - $61.9K
|
13.7K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.97KNew |
$672K - $733K
|
7.97K
$734K
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.07K+ 5.28% |
$90.1K - $98.4K
|
21.3K
$1.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
481+ 2.98% |
$40.5K - $44.2K
|
16.6K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
312+ 18.48% |
$26.3K - $28.7K
|
2K
$184K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12- 0.16% |
$1.01K - $1.1K
|
7.58K
$697K
|
|