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 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
351+ 7.98% |
$29.6K - $32.3K
|
4.75K
$437K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.64K+ 24.9% |
$222K - $242K
|
13.2K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-120- 23.08% |
$10.1K - $11K
|
400
$36.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.57KNew |
$554K - $604K
|
6.57K
$605K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
652+ 1.85% |
$54.9K - $60K
|
35.9K
$3.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-49- 0.58% |
$4.13K - $4.51K
|
8.34K
$768K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-626- 1.14% |
$52.7K - $57.6K
|
54.5K
$5.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-118- 0.35% |
$9.94K - $10.9K
|
34K
$3.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-395- 10.35% |
$33.3K - $36.3K
|
3.42K
$315K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
111+ 2.07% |
$9.35K - $10.2K
|
5.47K
$503K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
131+ 0.63% |
$11K - $12.1K
|
20.9K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.52K+ 23.69% |
$634K - $692K
|
39.3K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 6.41% |
$16.9K - $18.4K
|
2.92K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.13K+ 9.32% |
$264K - $288K
|
36.7K
$3.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-10- 28.57% |
$843 - $920
|
25
$2.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-155- 0.45% |
$13.1K - $14.3K
|
34K
$3.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
330+ 6.38% |
$27.8K - $30.4K
|
5.51K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.41K- 7.43% |
$119K - $130K
|
17.6K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68KNew |
$226K - $247K
|
2.68K
$247K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-81- 1.47% |
$6.82K - $7.45K
|
5.41K
$498K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-174- 4.92% |
$14.7K - $16K
|
3.36K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-15.5K- 92.86% |
$1.31M - $1.43M
|
1.19K
$110K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27K+ 1.8% |
$107K - $117K
|
71.7K
$6.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-325- 1.58% |
$27.4K - $29.9K
|
20.2K
$1.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-97- 11.06% |
$8.17K - $8.92K
|
780
$71.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
334+ 6.99% |
$28.1K - $30.7K
|
5.11K
$470K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
102+ 11.7% |
$8.59K - $9.38K
|
974
$89.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
164New |
$13.8K - $15.1K
|
164
$15.1K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-203- 1.04% |
$17.1K - $18.7K
|
19.3K
$1.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-639- 10.87% |
$53.8K - $58.8K
|
5.24K
$482K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.33KNew |
$112K - $123K
|
1.33K
$123K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.5K+ 4.25% |
$126K - $138K
|
36.8K
$3.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 23.76% |
$211K - $230K
|
8.02K
$738K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-75- 0.2% |
$6.32K - $6.9K
|
37.6K
$3.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
328+ 1.76% |
$27.6K - $30.2K
|
19K
$1.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-973- 2.46% |
$82K - $89.5K
|
38.6K
$3.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47.5K- 45.1% |
$4M - $4.37M
|
57.8K
$5.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-28- 0.98% |
$2.36K - $2.58K
|
2.82K
$259K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
945+ 13.5% |
$79.6K - $86.9K
|
7.95K
$731K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15.7K- 53.23% |
$1.32M - $1.45M
|
13.8K
$1.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18+ 0.57% |
$1.52K - $1.66K
|
3.2K
$294K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.06K- 3.72% |
$89.6K - $97.8K
|
27.5K
$2.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.91KNew |
$329K - $360K
|
3.91K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
29+ 0.71% |
$2.44K - $2.67K
|
4.09K
$377K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.75K+ 5.08% |
$148K - $161K
|
36.2K
$3.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.89K+ 148.26% |
$581K - $634K
|
11.5K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-232- 5.3% |
$19.5K - $21.3K
|
4.14K
$381K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
708+ 769.57% |
$59.6K - $65.1K
|
800
$73.6K
|
|