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 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.51KNew |
$212K - $231K
|
2.51K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.5K+ 10.42% |
$211K - $230K
|
26.5K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
2.5KNew |
$211K - $230K
|
2.5K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$210K - $230K
|
2.5K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.47K+ 8.23% |
$208K - $227K
|
32.5K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 3.85% |
$207K - $226K
|
66.3K
$6.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$206K - $225K
|
2.45K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.42K+ 67.34% |
$204K - $222K
|
6.01K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.41K+ 23.03% |
$203K - $222K
|
12.9K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.41K+ 19.08% |
$203K - $222K
|
15K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.37KNew |
$199K - $218K
|
2.37K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.35K+ 3.33% |
$198K - $216K
|
73K
$6.72M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.34KNew |
$197K - $216K
|
2.34K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$196K - $214K
|
2.32K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.31KNew |
$194K - $212K
|
2.31K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
2.3K+ 58.9% |
$194K - $212K
|
6.21K
$571K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.28KNew |
$192K - $210K
|
2.28K
$210K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.24K+ 2.58% |
$188K - $206K
|
88.8K
$8.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.15K+ 3.42% |
$181K - $198K
|
65.1K
$5.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 28.9% |
$181K - $197K
|
9.56K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
2.1KNew |
$177K - $193K
|
2.1K
$193K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.1K+ 79.94% |
$177K - $193K
|
4.73K
$435K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.02K+ 10.78% |
$170K - $186K
|
20.8K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.02K+ 7.17% |
$170K - $186K
|
30.2K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
PUT |
2KNew |
$169K - $184K
|
2K
$184K
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
2K+ 28.96% |
$169K - $184K
|
8.91K
$820K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.9K+ 24.55% |
$160K - $175K
|
9.64K
$887K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 6.71% |
$159K - $174K
|
30K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.81K+ 50.42% |
$153K - $167K
|
5.4K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
1.81KNew |
$152K - $166K
|
1.81K
$166K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.8KNew |
$152K - $166K
|
1.8K
$166K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.78K+ 7.53% |
$150K - $163K
|
25.3K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.76K+ 3.87% |
$148K - $162K
|
47.3K
$4.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.75K+ 5.08% |
$148K - $161K
|
36.2K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.74K+ 68.82% |
$147K - $160K
|
4.28K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.73K+ 14.86% |
$146K - $160K
|
13.4K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 4.44% |
$145K - $159K
|
40.5K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.7K+ 1.64% |
$144K - $157K
|
105K
$9.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.69K+ 0.86% |
$142K - $155K
|
199K
$18.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.64K+ 2.81% |
$138K - $151K
|
60K
$5.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 2.07% |
$137K - $150K
|
80.4K
$7.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.61K+ 9.13% |
$136K - $148K
|
19.3K
$1.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.58K+ 17.37% |
$133K - $145K
|
10.7K
$983K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.57K+ 6.06% |
$132K - $145K
|
27.5K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 16.06% |
$129K - $141K
|
11.1K
$1.02M
|
|