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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
35.3K+ 93.97% |
$3.01M - $3.25M
|
73K
$6.71M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
35.2K+ 89.71% |
$3M - $3.24M
|
74.5K
$6.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.6K+ 89.68% |
$2.95M - $3.19M
|
73.2K
$6.74M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
33.5K+ 83.45% |
$2.85M - $3.08M
|
73.6K
$6.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
32.4K+ 141.12% |
$2.76M - $2.98M
|
55.4K
$5.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.4K+ 70.57% |
$2.76M - $2.98M
|
78.2K
$7.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
32.3K+ 96.3% |
$2.76M - $2.98M
|
65.9K
$6.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
31.3K+ 111.32% |
$2.66M - $2.88M
|
59.4K
$5.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
29.5K+ 100.0% |
$2.51M - $2.71M
|
59K
$5.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28.3K+ 689.64% |
$2.42M - $2.61M
|
32.5K
$2.99M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
28K+ 100.96% |
$2.39M - $2.58M
|
55.8K
$5.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.6K+ 233.88% |
$2.35M - $2.54M
|
39.3K
$3.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
27.5K+ 122.2% |
$2.35M - $2.53M
|
50.1K
$4.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
26.7K+ 103.79% |
$2.27M - $2.46M
|
52.4K
$4.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
26.4K+ 492.66% |
$2.25M - $2.43M
|
31.7K
$2.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.2K+ 72.32% |
$2.23M - $2.41M
|
62.5K
$5.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
25.8KNew |
$2.2M - $2.37M
|
25.8K
$2.37M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25.8K+ 85.86% |
$2.2M - $2.37M
|
55.8K
$5.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
22.2K+ 97.14% |
$1.89M - $2.04M
|
45K
$4.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.8K+ 106.9% |
$1.86M - $2.01M
|
42.3K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
21.6K+ 94.07% |
$1.84M - $1.99M
|
44.5K
$4.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
21.4K+ 107.07% |
$1.83M - $1.97M
|
41.4K
$3.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
21.4K+ 98.25% |
$1.82M - $1.97M
|
43.1K
$3.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
21.1K+ 108.85% |
$1.8M - $1.94M
|
40.5K
$3.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
19.6K+ 121.34% |
$1.67M - $1.81M
|
35.8K
$3.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
19K+ 85.0% |
$1.62M - $1.75M
|
41.3K
$3.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
18.6K+ 104.0% |
$1.58M - $1.71M
|
36.4K
$3.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 78.43% |
$1.54M - $1.66M
|
41.2K
$3.79M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.7K+ 105.3% |
$1.51M - $1.63M
|
34.5K
$3.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
17K+ 101.46% |
$1.45M - $1.56M
|
33.7K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.8K+ 311.18% |
$1.44M - $1.55M
|
22.3K
$2.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
16.7K+ 21.99% |
$1.42M - $1.54M
|
92.6K
$8.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16.6K+ 99.81% |
$1.41M - $1.53M
|
33.2K
$3.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
16K+ 121.26% |
$1.37M - $1.47M
|
29.2K
$2.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 98.17% |
$1.35M - $1.46M
|
32K
$2.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
15.7K+ 92.84% |
$1.34M - $1.44M
|
32.6K
$3M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 93.06% |
$1.25M - $1.35M
|
30.3K
$2.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.3KNew |
$1.22M - $1.31M
|
14.3K
$1.31M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
14K+ 117.05% |
$1.2M - $1.29M
|
26K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14K+ 200.4% |
$1.19M - $1.29M
|
21K
$1.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
13.9K+ 127.86% |
$1.18M - $1.28M
|
24.7K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
13.8K+ 75.2% |
$1.17M - $1.27M
|
32.1K
$2.95M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
13.8K+ 13.48% |
$1.17M - $1.27M
|
116K
$10.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
13.6KNew |
$1.16M - $1.25M
|
13.6K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
13.5K+ 99.68% |
$1.15M - $1.24M
|
27.1K
$2.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 87.18% |
$1.13M - $1.22M
|
28.5K
$2.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
13.1K+ 105.81% |
$1.12M - $1.21M
|
25.6K
$2.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13.1K+ 95.1% |
$1.12M - $1.21M
|
27K
$2.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.9K+ 103.94% |
$1.1M - $1.18M
|
25.2K
$2.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
12.5K+ 134.55% |
$1.06M - $1.15M
|
21.7K
$2M
|
|