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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-228- 5.67% |
$19.2K - $21K
|
3.79K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.03K- 17.86% |
$86.9K - $94.8K
|
4.74K
$436K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
550New |
$46.3K - $50.6K
|
550
$50.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.11% |
$2.44K - $2.67K
|
27K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.38K- 15.4% |
$117K - $127K
|
7.6K
$699K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.37% |
$14.3K - $15.6K
|
7.34K
$676K
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.07K- 4.84% |
$175K - $191K
|
40.7K
$3.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-421- 3.56% |
$35.5K - $38.7K
|
11.4K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-214- 0.74% |
$18K - $19.7K
|
28.9K
$2.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-18- 33.33% |
$1.52K - $1.66K
|
36
$3.31K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-770- 16.9% |
$64.9K - $70.8K
|
3.79K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-16- 0.1% |
$1.35K - $1.47K
|
16.5K
$1.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.17K+ 0.84% |
$267K - $292K
|
379K
$34.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-149- 6.65% |
$12.6K - $13.7K
|
2.09K
$193K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$12K - $13.2K
|
143
$13.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
775+ 20.99% |
$65.3K - $71.3K
|
4.47K
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.02K+ 65.07% |
$254K - $278K
|
7.66K
$705K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-9.72K- 31.75% |
$819K - $894K
|
20.9K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
29+ 1.05% |
$2.44K - $2.67K
|
2.8K
$258K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.5% |
$1.01K - $1.1K
|
2.39K
$220K
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 0.08% |
$506 - $552
|
7.12K
$655K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-956- 42.51% |
$80.5K - $87.9K
|
1.29K
$119K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.57K+ 6.06% |
$132K - $145K
|
27.5K
$2.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-720- 2.89% |
$60.7K - $66.2K
|
24.2K
$2.22M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.48K+ 18.29% |
$125K - $136K
|
9.58K
$882K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.02K- 21.36% |
$676K - $738K
|
29.5K
$2.72M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-667- 5.81% |
$56.2K - $61.4K
|
10.8K
$996K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.28K+ 115.14% |
$361K - $394K
|
8K
$736K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-67- 44.67% |
$5.64K - $6.16K
|
83
$7.64K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-438- 8.41% |
$36.9K - $40.3K
|
4.77K
$439K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.3K- 13.45% |
$109K - $119K
|
8.33K
$767K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 2.07% |
$137K - $150K
|
80.4K
$7.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-61- 0.13% |
$5.14K - $5.61K
|
46.7K
$4.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-694- 2.54% |
$58.5K - $63.8K
|
26.6K
$2.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
312+ 0.4% |
$26.3K - $28.7K
|
77.7K
$7.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.25K- 0.9% |
$105K - $115K
|
138K
$12.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78.4KNew |
$6.6M - $7.21M
|
78.4K
$7.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-170- 1.9% |
$14.3K - $15.6K
|
8.78K
$808K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 18.18% |
$169 - $184
|
9
$828
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
879+ 2.9% |
$74.1K - $80.9K
|
31.2K
$2.87M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-8- 0.76% |
$674 - $736
|
1.05K
$96.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.42K- 3.82% |
$540K - $590K
|
162K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.98K- 1.42% |
$588K - $642K
|
485K
$44.6M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-45- 0.53% |
$3.79K - $4.14K
|
8.38K
$771K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
37+ 1.0% |
$3.12K - $3.4K
|
3.75K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25+ 2.07% |
$2.11K - $2.3K
|
1.23K
$113K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
181K+ 101.38% |
$15.2M - $16.6M
|
359K
$33M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
56+ 8.62% |
$4.72K - $5.15K
|
706
$65K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
375+ 1.87% |
$31.6K - $34.5K
|
20.4K
$1.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
456+ 5.73% |
$38.4K - $41.9K
|
8.42K
$775K
|
|