Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 3.73% |
$637K - $695K
|
210K
$19.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.4K+ 165.73% |
$623K - $681K
|
11.9K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.27K+ 1.44% |
$612K - $669K
|
511K
$47M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.22KNew |
$608K - $664K
|
7.22K
$664K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.17K+ 22.55% |
$604K - $660K
|
39K
$3.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.99K+ 441.72% |
$589K - $643K
|
8.57K
$789K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.89K+ 148.26% |
$581K - $634K
|
11.5K
$1.06M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
6.78K+ 4.22% |
$571K - $624K
|
168K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
6.65KNew |
$561K - $612K
|
6.65K
$612K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.57K+ 5.49% |
$554K - $605K
|
126K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.57KNew |
$554K - $604K
|
6.57K
$605K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.55KNew |
$552K - $603K
|
6.55K
$603K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.39K+ 1.21% |
$539K - $588K
|
536K
$49.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
6.31KNew |
$532K - $581K
|
6.31K
$581K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.22K+ 2.41% |
$524K - $572K
|
265K
$24.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.2K+ 23.09% |
$522K - $570K
|
33K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
6.1K+ 3.14% |
$514K - $561K
|
201K
$18.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 7.78% |
$504K - $551K
|
83K
$7.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.94K+ 434.7% |
$500K - $546K
|
7.3K
$672K
|
|
|
Nov 05, 2025
Q3 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
5.8KNew |
$489K - $534K
|
5.8K
$534K
|
|
|
Nov 13, 2025
Q3 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
5.75K+ 605.26% |
$484K - $529K
|
6.7K
$617K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.7K+ 30.21% |
$480K - $524K
|
24.5K
$2.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.57KNew |
$469K - $512K
|
5.57K
$512K
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.51K+ 61.94% |
$464K - $507K
|
14.4K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.4K+ 67.53% |
$455K - $497K
|
13.4K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5K+ 10.27% |
$421K - $460K
|
53.7K
$4.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.93KNew |
$415K - $453K
|
4.93K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.93K+ 15.25% |
$415K - $453K
|
37.2K
$3.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.84K+ 33.84% |
$408K - $445K
|
19.1K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
4.61K+ 18.45% |
$388K - $424K
|
29.6K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.48K+ 15.15% |
$377K - $412K
|
34K
$3.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.28K+ 115.14% |
$361K - $394K
|
8K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.16K+ 7.71% |
$350K - $383K
|
58.1K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.08K+ 8.55% |
$343K - $375K
|
51.8K
$4.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.05K+ 100.57% |
$341K - $372K
|
8.07K
$743K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.93K+ 14.88% |
$331K - $362K
|
30.3K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.91KNew |
$329K - $360K
|
3.91K
$360K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.85K+ 106.29% |
$324K - $354K
|
7.47K
$688K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$324K - $354K
|
3.84K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.79K+ 10.75% |
$319K - $349K
|
39K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3.51KNew |
$296K - $323K
|
3.51K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.4KNew |
$287K - $313K
|
3.4K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 2.08% |
$286K - $312K
|
167K
$15.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3.32K+ 8.1% |
$279K - $305K
|
44.3K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
3.31KNew |
$279K - $305K
|
3.31K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
3.3KNew |
$278K - $304K
|
3.3K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.3K+ 14.27% |
$278K - $303K
|
26.4K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 21.71% |
$276K - $302K
|
18.4K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.27KNew |
$275K - $301K
|
3.27K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.25K+ 58.85% |
$273K - $299K
|
8.76K
$806K
|
|