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 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.13% |
$84.3 - $92
|
801
$73.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.28KNew |
$192K - $209K
|
2.28K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.45K+ 55.43% |
$122K - $133K
|
4.07K
$374K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.06K- 3.86% |
$173K - $189K
|
51.3K
$4.72M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.22K- 2.35% |
$187K - $204K
|
92K
$8.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.98K+ 43.12% |
$251K - $274K
|
9.89K
$910K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
300+ 9.04% |
$25.3K - $27.6K
|
3.62K
$333K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.05K+ 100.57% |
$341K - $372K
|
8.07K
$743K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.67K- 11.55% |
$141K - $154K
|
12.8K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.67K+ 21.42% |
$730K - $798K
|
49.2K
$4.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
199+ 3.94% |
$16.8K - $18.3K
|
5.24K
$483K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.27K+ 10.05% |
$107K - $117K
|
13.9K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-816- 25.73% |
$68.7K - $75.1K
|
2.36K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.01K- 23.35% |
$169K - $185K
|
6.6K
$607K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-735- 2.85% |
$61.9K - $67.6K
|
25.1K
$2.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.82K- 11.8% |
$237K - $259K
|
21.1K
$1.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.29% |
$3.12K - $3.4K
|
13K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-670- 5.63% |
$56.4K - $61.6K
|
11.2K
$1.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3.32K+ 8.1% |
$279K - $305K
|
44.3K
$4.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.45K- 48.45% |
$375K - $409K
|
4.74K
$436K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-275- 9.8% |
$23.2K - $25.3K
|
2.53K
$233K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
149+ 3.73% |
$12.6K - $13.7K
|
4.14K
$381K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-270- 1.28% |
$22.7K - $24.8K
|
20.8K
$1.92M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-645- 2.12% |
$54.3K - $59.3K
|
29.8K
$2.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-85- 0.57% |
$7.16K - $7.82K
|
14.8K
$1.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.02% |
$84.3 - $92
|
5.12K
$472K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
51+ 0.51% |
$4.3K - $4.69K
|
10.1K
$926K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-512- 7.8% |
$43.1K - $47.1K
|
6.05K
$557K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
310+ 3.88% |
$26.1K - $28.5K
|
8.3K
$763K
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.21K+ 6.19% |
$439K - $479K
|
89.5K
$8.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
500New |
$42.1K - $46K
|
500
$46K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 31.49% |
$328K - $358K
|
8.47K
$779K
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-391- 2.84% |
$32.9K - $36K
|
13.4K
$1.23M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
26+ 0.27% |
$2.19K - $2.39K
|
9.72K
$894K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
272+ 1.08% |
$22.9K - $25K
|
25.4K
$2.34M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-312- 9.75% |
$26.3K - $28.7K
|
2.89K
$266K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.87K+ 29.19% |
$143K - $176K
|
8.27K
$761K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-590- 3.13% |
$45.1K - $55.5K
|
18.3K
$1.68M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
554KNew |
$42.3M - $52.1M
|
554K
$51M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
237K+ 7.87% |
$18.1M - $22.3M
|
3.25M
$299M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-63.1K- 0.82% |
$4.82M - $5.94M
|
7.63M
$702M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
222+ 0.65% |
$17K - $20.9K
|
34.3K
$3.16M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-13.8K- 68.63% |
$1.05M - $1.3M
|
6.3K
$580K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5.36K- 17.08% |
$410K - $505K
|
26K
$2.39M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
14K+ 1.97% |
$1.07M - $1.31M
|
722K
$66.5M
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
616+ 22.74% |
$47.1K - $58K
|
3.33K
$306K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34New |
$2.6K - $3.2K
|
34
$3.13K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
7.63KNew |
$584K - $719K
|
7.63K
$702K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
661New |
$50.5K - $62.2K
|
661
$60.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30+ 0.99% |
$2.29K - $2.82K
|
3.07K
$283K
|
|