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 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 94.7% |
$1.29M - $1.41M
|
31.4K
$2.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17- 0.9% |
$1.43K - $1.56K
|
1.87K
$172K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-292- 5.39% |
$24.6K - $26.9K
|
5.13K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.12K- 7.83% |
$94.2K - $103K
|
13.2K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.56K- 63.59% |
$637K - $695K
|
4.33K
$398K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 35.31% |
$103K - $112K
|
4.67K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.98K+ 136.76% |
$841K - $918K
|
17.3K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
386+ 9.4% |
$32.5K - $35.5K
|
4.49K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-86- 0.13% |
$7.25K - $7.91K
|
68.7K
$6.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
856+ 12.58% |
$72.1K - $78.7K
|
7.66K
$705K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
1+ 0.59% |
$84.3 - $92
|
170
$15.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
437+ 1.95% |
$36.8K - $40.2K
|
22.8K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
712+ 0.53% |
$60K - $65.5K
|
135K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.86K- 3.39% |
$157K - $171K
|
53.1K
$4.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 21.71% |
$276K - $302K
|
18.4K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.32K- 9.71% |
$112K - $122K
|
12.3K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-383- 0.77% |
$32.3K - $35.2K
|
49.2K
$4.52M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.03K+ 3.44% |
$86.9K - $94.9K
|
31K
$2.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
74New |
$6.23K - $6.81K
|
74
$6.81K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42K+ 372.61% |
$3.54M - $3.86M
|
53.3K
$4.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
20+ 0.24% |
$1.69K - $1.84K
|
8.38K
$771K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
300+ 2.01% |
$25.3K - $27.6K
|
15.2K
$1.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-331- 6.21% |
$27.9K - $30.4K
|
5K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
644New |
$54.3K - $59.2K
|
644
$59.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
6.89KNew |
$581K - $634K
|
6.89K
$634K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1K+ 4.51% |
$84.5K - $92.3K
|
23.2K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
28+ 0.85% |
$2.36K - $2.58K
|
3.34K
$307K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-581- 23.77% |
$48.9K - $53.4K
|
1.86K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
25+ 1.74% |
$2.11K - $2.3K
|
1.46K
$135K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.92% |
$253 - $276
|
328
$30.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
1.4K+ 6.21% |
$118K - $128K
|
23.9K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-480- 7.59% |
$40.4K - $44.2K
|
5.84K
$537K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 1.45% |
$117K - $128K
|
97.1K
$8.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
372+ 2.25% |
$31.3K - $34.2K
|
16.9K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-162- 1.85% |
$13.6K - $14.9K
|
8.6K
$791K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-223- 15.41% |
$18.8K - $20.5K
|
1.22K
$113K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.8K- 39.67% |
$152K - $166K
|
2.74K
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.19K+ 116.04% |
$269K - $293K
|
5.94K
$547K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.1K- 8.58% |
$7.42M - $8.1M
|
938K
$86.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.13K- 47.28% |
$264K - $288K
|
3.5K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-13- 11.93% |
$1.1K - $1.2K
|
96
$8.83K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.55K- 32.8% |
$131K - $143K
|
3.18K
$292K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.41K- 9.38% |
$793K - $865K
|
90.9K
$8.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
65+ 2.11% |
$5.48K - $5.98K
|
3.15K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
410+ 5.47% |
$34.5K - $37.7K
|
7.91K
$728K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-5.39K- 25.43% |
$454K - $496K
|
15.8K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-883- 11.75% |
$74.4K - $81.2K
|
6.63K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6K+ 12.75% |
$1.14M - $1.25M
|
120K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
171+ 0.51% |
$14.4K - $15.7K
|
33.6K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-28- 0.08% |
$2.36K - $2.58K
|
34.4K
$3.16M
|
|