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
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.04K+ 23.88% |
$87.6K - $95.7K
|
5.4K
$497K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.03K+ 1.47% |
$86.4K - $94.4K
|
70.7K
$6.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
952+ 37.76% |
$80.2K - $87.6K
|
3.47K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
948+ 31.07% |
$79.9K - $87.2K
|
4K
$368K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
945+ 13.5% |
$79.6K - $86.9K
|
7.95K
$731K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
909+ 14.54% |
$76.6K - $83.6K
|
7.16K
$659K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
896+ 3.19% |
$75.5K - $82.4K
|
29K
$2.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
879+ 2.9% |
$74.1K - $80.9K
|
31.2K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
863+ 12.29% |
$72.7K - $79.4K
|
7.89K
$726K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
856+ 12.58% |
$72.1K - $78.7K
|
7.66K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
849+ 2.14% |
$71.5K - $78.1K
|
40.5K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
838+ 2.04% |
$70.6K - $77.1K
|
41.9K
$3.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
836+ 1.9% |
$70.4K - $76.9K
|
44.9K
$4.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
818+ 19.52% |
$68.9K - $75.2K
|
5.01K
$461K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
818+ 8.7% |
$68.9K - $75.2K
|
10.2K
$941K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
800+ 35.67% |
$67.4K - $73.6K
|
3.04K
$280K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
778New |
$65.5K - $71.6K
|
778
$71.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
775+ 20.99% |
$65.3K - $71.3K
|
4.47K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
773+ 7.65% |
$65.1K - $71.1K
|
10.9K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
767+ 0.23% |
$64.6K - $70.6K
|
341K
$31.4M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
752+ 42.44% |
$63.4K - $69.2K
|
2.52K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
752+ 1.4% |
$63.4K - $69.2K
|
54.4K
$5M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
740+ 0.66% |
$62.3K - $68.1K
|
114K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
733+ 4.09% |
$61.8K - $67.4K
|
18.7K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
726New |
$61.2K - $66.8K
|
726
$66.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
710+ 4.52% |
$59.8K - $65.3K
|
16.4K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
708+ 769.57% |
$59.6K - $65.1K
|
800
$73.6K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
680+ 2.31% |
$57.3K - $62.6K
|
30.1K
$2.77M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
678+ 2.86% |
$57.1K - $62.4K
|
24.4K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
675New |
$56.9K - $62.1K
|
675
$62.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
665+ 2.98% |
$56K - $61.2K
|
23K
$2.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
652+ 1.85% |
$54.9K - $60K
|
35.9K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
651+ 1.57% |
$54.8K - $59.9K
|
42.1K
$3.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
650+ 21.52% |
$54.8K - $59.8K
|
3.67K
$338K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
650+ 2.44% |
$54.8K - $59.8K
|
27.3K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
622+ 10.5% |
$52.4K - $57.2K
|
6.55K
$602K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
610+ 20.78% |
$51.4K - $56.1K
|
3.55K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
605+ 3.98% |
$51K - $55.7K
|
15.8K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
600New |
$50.6K - $55.2K
|
600
$55.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
594+ 9.54% |
$50K - $54.6K
|
6.82K
$627K
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
579New |
$48.8K - $53.3K
|
579
$53.3K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
575+ 2.99% |
$48.4K - $52.9K
|
19.8K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
566+ 27.11% |
$47.7K - $52.1K
|
2.65K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
566New |
$47.7K - $52.1K
|
566
$52.1K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
558+ 13.78% |
$47K - $51.3K
|
4.61K
$424K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
550New |
$46.3K - $50.6K
|
550
$50.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
548+ 0.65% |
$46.2K - $50.4K
|
85K
$7.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
545New |
$45.9K - $50.1K
|
545
$50.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
525New |
$44.2K - $48.3K
|
525
$48.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
515+ 7.54% |
$43.4K - $47.4K
|
7.35K
$676K
|
|