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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.85K+ 125.27% |
$669K - $723K
|
14.1K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.36K+ 101.69% |
$457K - $493K
|
10.6K
$978K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
890+ 100.0% |
$75.8K - $81.9K
|
1.78K
$164K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
45.6K+ 104.96% |
$3.89M - $4.2M
|
89.1K
$8.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.67K+ 45.91% |
$227K - $245K
|
8.47K
$780K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50.3K+ 107.58% |
$4.29M - $4.63M
|
97K
$8.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26K+ 99.96% |
$192K - $208K
|
4.51K
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 93.06% |
$1.25M - $1.35M
|
30.3K
$2.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
11K+ 98.4% |
$939K - $1.01M
|
22.2K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.6K+ 233.88% |
$2.35M - $2.54M
|
39.3K
$3.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.45K+ 50.73% |
$209K - $225K
|
7.27K
$669K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
65.4K+ 102.95% |
$5.57M - $6.01M
|
129K
$11.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.78K+ 99.81% |
$492K - $532K
|
11.6K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
2.16K+ 91.51% |
$184K - $198K
|
4.51K
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.35K+ 100.78% |
$627K - $677K
|
14.6K
$1.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
3.02K+ 93.71% |
$258K - $278K
|
6.25K
$575K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.36K+ 87.99% |
$286K - $309K
|
7.17K
$660K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
57.2K+ 96.99% |
$4.87M - $5.26M
|
116K
$10.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.7K+ 105.88% |
$400K - $432K
|
9.13K
$840K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25.8K+ 85.86% |
$2.2M - $2.37M
|
55.8K
$5.13M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
6.24K+ 105.47% |
$532K - $575K
|
12.2K
$1.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3K+ 87.45% |
$255K - $276K
|
6.42K
$591K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 98.17% |
$1.35M - $1.46M
|
32K
$2.94M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
17K+ 101.46% |
$1.45M - $1.56M
|
33.7K
$3.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.7K+ 105.3% |
$1.51M - $1.63M
|
34.5K
$3.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.83K+ 96.03% |
$752K - $812K
|
18K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
12KNew |
$1.02M - $1.1M
|
12K
$1.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
47.9K+ 90.58% |
$4.08M - $4.41M
|
101K
$9.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
4.33K+ 170.34% |
$369K - $398K
|
6.86K
$632K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
2.9K+ 116.21% |
$247K - $267K
|
5.4K
$497K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.27K+ 90.1% |
$194K - $209K
|
4.8K
$442K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1+ 100.0% |
$85.2 - $92
|
2
$184
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.5K+ 85.58% |
$383K - $414K
|
9.76K
$898K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
64K+ 56.76% |
$5.45M - $5.89M
|
177K
$16.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
6.14K+ 67.81% |
$523K - $565K
|
15.2K
$1.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.84K+ 99.2% |
$242K - $262K
|
5.71K
$526K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-59- 16.16% |
$5.03K - $5.43K
|
306
$28.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
289+ 100.0% |
$24.6K - $26.6K
|
578
$53.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
10.7K+ 99.15% |
$909K - $982K
|
21.4K
$1.97M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
3.35K+ 1912.57% |
$285K - $308K
|
3.52K
$324K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
98.2K+ 94.35% |
$8.36M - $9.03M
|
202K
$18.6M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.34K+ 122.51% |
$114K - $123K
|
2.43K
$224K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
21.4K+ 98.25% |
$1.82M - $1.97M
|
43.1K
$3.97M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
575+ 100.0% |
$49K - $52.9K
|
1.15K
$106K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.54K+ 212.99% |
$217K - $234K
|
3.73K
$344K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.9K+ 11.54% |
$2.6M - $2.84M
|
298K
$27.5M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-1.12K- 30.54% |
$94.2K - $103K
|
2.54K
$234K
|
|
|
Jan 06, 2026
Q3 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-55- 1.75% |
$4.63K - $5.06K
|
3.09K
$285K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-596- 50.81% |
$50.2K - $54.8K
|
577
$53.1K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-59- 16.39% |
$4.97K - $5.43K
|
301
$27.7K
|
|