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 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.11K+ 5.29% |
$430K - $470K
|
102K
$9.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
139+ 0.21% |
$11.7K - $12.8K
|
66K
$6.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
66+ 0.78% |
$5.56K - $6.07K
|
8.52K
$784K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
356+ 1.01% |
$30K - $32.7K
|
35.6K
$3.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
284+ 1.37% |
$23.9K - $26.1K
|
21.1K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.79% |
$2.11K - $2.3K
|
3.2K
$294K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
60+ 2.11% |
$5.06K - $5.52K
|
2.91K
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-107- 3.93% |
$9.01K - $9.84K
|
2.61K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
107+ 0.15% |
$9.01K - $9.84K
|
73.6K
$6.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-120- 1.57% |
$10.1K - $11K
|
7.53K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-4.13K- 11.44% |
$348K - $380K
|
32K
$2.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.29K- 10.09% |
$783K - $855K
|
82.8K
$7.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-81- 0.31% |
$6.82K - $7.45K
|
26.3K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.9K- 50.03% |
$244K - $266K
|
2.89K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-227- 4.58% |
$19.1K - $20.9K
|
4.73K
$436K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-199- 1.54% |
$16.8K - $18.3K
|
12.7K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.63K+ 50.23% |
$306K - $334K
|
10.9K
$999K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-405- 6.15% |
$34.1K - $37.3K
|
6.19K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-677- 10.15% |
$57K - $62.3K
|
6K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-1.42K- 3.3% |
$120K - $131K
|
41.7K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-500- 88.34% |
$42.1K - $46K
|
66
$6.07K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.1K- 50.15% |
$1.18M - $1.29M
|
14K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.6K- 2.79% |
$809K - $883K
|
334K
$30.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
75+ 0.51% |
$6.32K - $6.9K
|
14.7K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.13KNew |
$264K - $288K
|
3.13K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.66K- 4.5% |
$140K - $153K
|
35.3K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
8+ 0.28% |
$674 - $736
|
2.86K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
139+ 5.51% |
$11.7K - $12.8K
|
2.66K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-660- 4.69% |
$55.6K - $60.7K
|
13.4K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200+ 270.27% |
$16.9K - $18.4K
|
274
$25.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.65K+ 240.58% |
$308K - $336K
|
5.17K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.9K+ 145.42% |
$921K - $1.01M
|
18.4K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-104- 2.69% |
$8.76K - $9.57K
|
3.77K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-391- 5.28% |
$32.9K - $36K
|
7.01K
$645K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-208- 6.2% |
$17.5K - $19.1K
|
3.15K
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
901+ 6.05% |
$75.9K - $82.9K
|
15.8K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.05% |
$169 - $184
|
193
$17.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.33K+ 2.72% |
$196K - $214K
|
87.9K
$8.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-98- 2.08% |
$8.26K - $9.02K
|
4.62K
$425K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.39% |
$1.18K - $1.29K
|
3.6K
$331K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-13.9K- 84.21% |
$1.17M - $1.28M
|
2.61K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.22K- 10.18% |
$103K - $112K
|
10.8K
$989K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
238+ 7.87% |
$20.1K - $21.9K
|
3.26K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
55.4KNew |
$4.66M - $5.09M
|
55.4K
$5.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.42K- 4.78% |
$457K - $499K
|
108K
$9.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 25.07% |
$114K - $124K
|
6.73K
$619K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.1K+ 79.94% |
$177K - $193K
|
4.73K
$435K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.24K+ 2.58% |
$188K - $206K
|
88.8K
$8.17M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-4.4K- 71.53% |
$371K - $405K
|
1.75K
$161K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-200- 2.52% |
$16.9K - $18.4K
|
7.73K
$711K
|
|