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 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-38- 1.07% |
$3.2K - $3.5K
|
3.5K
$322K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.41K- 7.62% |
$119K - $130K
|
17.1K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-56- 0.06% |
$4.72K - $5.15K
|
87.3K
$8.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-624- 10.27% |
$52.6K - $57.4K
|
5.45K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
158+ 1.17% |
$13.3K - $14.5K
|
13.6K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-399- 12.49% |
$33.6K - $36.7K
|
2.8K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-9- 0.32% |
$758 - $828
|
2.81K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-93- 2.18% |
$7.84K - $8.56K
|
4.18K
$385K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 28.81% |
$1.43K - $1.56K
|
42
$3.86K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
130K+ 33.22% |
$10.9M - $11.9M
|
520K
$47.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.39K- 3.29% |
$286K - $312K
|
99.6K
$9.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
12KNew |
$1.01M - $1.1M
|
12K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
710+ 4.52% |
$59.8K - $65.3K
|
16.4K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-43.7K- 74.01% |
$3.68M - $4.02M
|
15.4K
$1.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-5.7K- 37.46% |
$480K - $525K
|
9.52K
$876K
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.61K+ 9.13% |
$136K - $148K
|
19.3K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.52K- 4.05% |
$381K - $416K
|
107K
$9.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-472- 5.32% |
$39.8K - $43.4K
|
8.4K
$773K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$210K - $230K
|
2.5K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-5.2K- 53.2% |
$438K - $478K
|
4.58K
$421K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.03K- 5.14% |
$171K - $187K
|
37.5K
$3.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-128- 1.95% |
$10.8K - $11.8K
|
6.43K
$592K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3+ 1.55% |
$253 - $276
|
196
$18K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7+ 0.48% |
$590 - $644
|
1.46K
$135K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
216+ 1.92% |
$18.2K - $19.9K
|
11.4K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 6.81% |
$210K - $230K
|
39.2K
$3.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 10.71% |
$3.79K - $4.14K
|
465
$42.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-112- 5.3% |
$9.44K - $10.3K
|
2K
$184K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-2.16K- 2.5% |
$182K - $198K
|
84.3K
$7.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
137K+ 2708.77% |
$11.5M - $12.6M
|
142K
$13.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
243+ 3.94% |
$20.5K - $22.4K
|
6.42K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
575+ 2.99% |
$48.4K - $52.9K
|
19.8K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
401+ 2.12% |
$33.8K - $36.9K
|
19.3K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$1.1K - $1.2K
|
4.4K
$405K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-362- 5.78% |
$30.5K - $33.3K
|
5.9K
$543K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-24- 6.84% |
$2.02K - $2.21K
|
327
$30.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-797- 5.94% |
$67.1K - $73.3K
|
12.6K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-202- 5.41% |
$17K - $18.6K
|
3.53K
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-105- 0.87% |
$8.85K - $9.66K
|
12K
$1.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
28+ 0.51% |
$2.36K - $2.58K
|
5.47K
$503K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
79+ 2.4% |
$6.66K - $7.27K
|
3.38K
$311K
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.07K+ 31.69% |
$90K - $98.2K
|
4.44K
$408K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-407- 20.27% |
$34.3K - $37.4K
|
1.6K
$147K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-843- 1.14% |
$71K - $77.5K
|
73.3K
$6.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.93K- 3.94% |
$163K - $177K
|
47.1K
$4.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
190+ 0.99% |
$16K - $17.5K
|
19.3K
$1.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-525- 7.44% |
$44.2K - $48.3K
|
6.53K
$601K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-302- 0.73% |
$25.4K - $27.8K
|
40.9K
$3.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-570- 4.96% |
$48K - $52.4K
|
10.9K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 7.78% |
$504K - $551K
|
83K
$7.63M
|
|