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
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
511+ 4.2% |
$43.1K - $47K
|
12.7K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
503+ 19.52% |
$42.4K - $46.3K
|
3.08K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
500New |
$42.1K - $46K
|
500
$46K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
500New |
$42.1K - $46K
|
500
$46K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
499+ 3.14% |
$42K - $45.9K
|
16.4K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
489+ 6.93% |
$41.2K - $45K
|
7.54K
$694K
|
|
|
Nov 14, 2025
Q3 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
486+ 8.31% |
$40.9K - $44.7K
|
6.33K
$583K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
481+ 2.98% |
$40.5K - $44.2K
|
16.6K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
477+ 4.45% |
$40.2K - $43.9K
|
11.2K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
470+ 3.32% |
$39.6K - $43.2K
|
14.6K
$1.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
468+ 1.23% |
$39.4K - $43.1K
|
38.5K
$3.54M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
465+ 2.83% |
$39.2K - $42.8K
|
16.9K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
456+ 5.73% |
$38.4K - $41.9K
|
8.42K
$775K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
450+ 0.27% |
$37.9K - $41.4K
|
166K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
421New |
$35.5K - $38.7K
|
421
$38.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
414+ 10.45% |
$34.9K - $38.1K
|
4.38K
$403K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
402+ 0.31% |
$33.9K - $37K
|
128K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
401+ 2.12% |
$33.8K - $36.9K
|
19.3K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
394+ 2.09% |
$33.2K - $36.2K
|
19.2K
$1.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
386+ 9.4% |
$32.5K - $35.5K
|
4.49K
$413K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
380+ 3.08% |
$32K - $35K
|
12.7K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
376+ 0.99% |
$31.7K - $34.6K
|
38.4K
$3.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
375+ 7.65% |
$31.6K - $34.5K
|
5.28K
$485K
|
|
|
Nov 07, 2025
Q3 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
375+ 1.79% |
$31.6K - $34.5K
|
21.3K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
357+ 1.18% |
$30.1K - $32.8K
|
30.5K
$2.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
351+ 7.98% |
$29.6K - $32.3K
|
4.75K
$437K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
340+ 2.05% |
$28.6K - $31.3K
|
16.9K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
336+ 13.8% |
$28.3K - $30.9K
|
2.77K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
334+ 20.67% |
$28.1K - $30.7K
|
1.95K
$179K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
334+ 6.99% |
$28.1K - $30.7K
|
5.11K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
332New |
$28K - $30.5K
|
332
$30.6K
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
327+ 4.34% |
$27.5K - $30.1K
|
7.87K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
325+ 1.85% |
$27.4K - $29.9K
|
17.9K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
312+ 18.48% |
$26.3K - $28.7K
|
2K
$184K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
312+ 0.4% |
$26.3K - $28.7K
|
77.7K
$7.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
302+ 11.16% |
$25.4K - $27.8K
|
3.01K
$277K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
301+ 1.18% |
$25.4K - $27.7K
|
25.9K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$25.3K - $27.6K
|
300
$27.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
300+ 9.04% |
$25.3K - $27.6K
|
3.62K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
291+ 0.79% |
$24.5K - $26.8K
|
37.1K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
290+ 9.54% |
$24.4K - $26.7K
|
3.33K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
289+ 3.66% |
$24.3K - $26.6K
|
8.18K
$753K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
284+ 1.37% |
$23.9K - $26.1K
|
21.1K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
273+ 1.6% |
$23K - $25.1K
|
17.3K
$1.59M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
272+ 1.08% |
$22.9K - $25K
|
25.4K
$2.34M
|
|