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 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$2.11K - $2.3K
|
25
$2.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 11.09% |
$122K - $134K
|
11.6K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-2K- 36.36% |
$169K - $184K
|
3.5K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.12K- 8.87% |
$431K - $471K
|
52.6K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
2.5KNew |
$211K - $230K
|
2.5K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.53K+ 10.76% |
$129K - $141K
|
15.8K
$1.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.51KNew |
$212K - $231K
|
2.51K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-77- 2.84% |
$6.49K - $7.08K
|
2.64K
$243K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.46% |
$4.21K - $4.6K
|
10.8K
$998K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-240- 4.13% |
$20.2K - $22.1K
|
5.57K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-993- 28.46% |
$83.7K - $91.3K
|
2.5K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.94K- 26.88% |
$248K - $271K
|
8.01K
$737K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 9.09% |
$84.3 - $92
|
12
$1.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 26.19% |
$88.8K - $97K
|
5.08K
$467K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 1.37% |
$169 - $184
|
148
$13.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.8KNew |
$152K - $166K
|
1.8K
$166K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-517- 58.88% |
$43.6K - $47.6K
|
361
$33.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.76K+ 3.87% |
$148K - $162K
|
47.3K
$4.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-67- 2.22% |
$5.64K - $6.16K
|
2.95K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-252- 6.42% |
$21.2K - $23.2K
|
3.67K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
321+ 10.12% |
$27K - $29.5K
|
3.49K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158- 5.79% |
$13.3K - $14.5K
|
2.57K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-82- 0.93% |
$6.91K - $7.54K
|
8.69K
$800K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
516+ 6.42% |
$43.5K - $47.5K
|
8.55K
$787K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-658- 4.6% |
$55.4K - $60.5K
|
13.6K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
211+ 0.73% |
$17.8K - $19.4K
|
29.2K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-27.6K- 12.78% |
$2.32M - $2.54M
|
188K
$17.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-99- 0.85% |
$8.34K - $9.11K
|
11.6K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-460- 3.31% |
$38.8K - $42.3K
|
13.4K
$1.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
651+ 1.57% |
$54.8K - $59.9K
|
42.1K
$3.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 19.02% |
$199K - $217K
|
10K
$925K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-6.46K- 22.1% |
$544K - $594K
|
22.8K
$2.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.95KNew |
$249K - $272K
|
2.95K
$272K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-197- 0.81% |
$16.6K - $18.1K
|
24.2K
$2.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
24New |
$2.02K - $2.21K
|
24
$2.21K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-110- 1.81% |
$9.27K - $10.1K
|
5.96K
$548K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-733- 0.52% |
$61.8K - $67.4K
|
139K
$12.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
198+ 15.07% |
$16.7K - $18.2K
|
1.51K
$139K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
778New |
$65.5K - $71.6K
|
778
$71.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-56.6K- 44.39% |
$4.77M - $5.21M
|
70.9K
$6.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.26K- 2.67% |
$106K - $116K
|
46K
$4.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
429+ 0.54% |
$36.1K - $39.5K
|
79.9K
$7.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$421 - $460
|
4.44K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
553+ 9.81% |
$46.6K - $50.9K
|
6.19K
$570K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.18% |
$3.37K - $3.68K
|
22.1K
$2.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-347- 1.74% |
$29.2K - $31.9K
|
19.6K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.65% |
$2.53K - $2.76K
|
4.57K
$420K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
548+ 0.65% |
$46.2K - $50.4K
|
85K
$7.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 32.32% |
$124K - $136K
|
3.09K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
10.5K+ 97.98% |
$887K - $969K
|
21.3K
$1.96M
|
|