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 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-575- 10.0% |
$48.4K - $52.9K
|
5.18K
$476K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.32K- 29.39% |
$111K - $121K
|
3.16K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 2.51% |
$5.56K - $6.07K
|
2.57K
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-150- 5.46% |
$12.6K - $13.8K
|
2.6K
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.47K+ 7.24% |
$798K - $871K
|
140K
$12.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-840- 26.75% |
$70.8K - $77.3K
|
2.3K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-669- 8.86% |
$56.4K - $61.5K
|
6.88K
$633K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
336+ 13.8% |
$28.3K - $30.9K
|
2.77K
$255K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-158- 5.69% |
$13.3K - $14.5K
|
2.62K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-147- 2.63% |
$12.4K - $13.5K
|
5.45K
$502K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-46- 0.9% |
$3.88K - $4.23K
|
5.04K
$464K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 50.0% |
$2.53K - $2.76K
|
90
$8.28K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-37- 4.79% |
$3.12K - $3.4K
|
735
$67.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 1.15% |
$29.7K - $32.5K
|
30.4K
$2.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-647- 4.56% |
$54.5K - $59.5K
|
13.6K
$1.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
3.94K+ 11.24% |
$332K - $362K
|
39K
$3.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
706+ 8.05% |
$59.5K - $64.9K
|
9.47K
$872K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.53% |
$169 - $184
|
377
$34.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
896+ 3.19% |
$75.5K - $82.4K
|
29K
$2.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.32K- 12.42% |
$195K - $213K
|
16.3K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-773- 5.69% |
$65.1K - $71.1K
|
12.8K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.03% |
$843 - $920
|
29K
$2.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.4K+ 67.53% |
$455K - $497K
|
13.4K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
22KNew |
$1.85M - $2.02M
|
22K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 4.44% |
$145K - $159K
|
40.5K
$3.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32K+ 7.04% |
$111K - $121K
|
20.1K
$1.85M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-80- 2.28% |
$6.74K - $7.36K
|
3.44K
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.19K+ 46.51% |
$101K - $110K
|
3.76K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10KNew |
$843K - $920K
|
10K
$920K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-28- 5.96% |
$2.36K - $2.58K
|
442
$40.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-77.1K- 78.97% |
$6.5M - $7.1M
|
20.5K
$1.89M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.78K+ 7.53% |
$150K - $163K
|
25.3K
$2.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
14+ 0.32% |
$1.18K - $1.29K
|
4.37K
$402K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-12- 9.76% |
$1.01K - $1.1K
|
111
$10.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
376+ 0.99% |
$31.7K - $34.6K
|
38.4K
$3.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-571- 5.14% |
$48.1K - $52.5K
|
10.5K
$969K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
270+ 7.67% |
$22.7K - $24.8K
|
3.79K
$349K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11K- 9.74% |
$928K - $1.01M
|
102K
$9.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
25K+ 714.29% |
$2.11M - $2.3M
|
28.5K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.3K+ 46.38% |
$870K - $950K
|
32.6K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-83- 1.64% |
$6.99K - $7.64K
|
4.96K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-498- 15.59% |
$42K - $45.8K
|
2.7K
$248K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-8- 0.65% |
$674 - $736
|
1.23K
$113K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.59K- 35.63% |
$387K - $423K
|
8.3K
$764K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$196K - $214K
|
2.32K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09K+ 6.78% |
$92K - $100K
|
17.2K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
189+ 1.82% |
$15.9K - $17.4K
|
10.6K
$975K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.98K- 10.07% |
$420K - $458K
|
44.5K
$4.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.52K+ 16.51% |
$128K - $140K
|
10.7K
$987K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-65- 1.24% |
$5.48K - $5.98K
|
5.2K
$478K
|
|