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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
63+ 0.83% |
$5.31K - $5.8K
|
7.62K
$701K
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61+ 0.54% |
$5.14K - $5.61K
|
11.4K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
60+ 2.11% |
$5.06K - $5.52K
|
2.91K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.13% |
$4.97K - $5.43K
|
45.6K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
58+ 6.58% |
$4.89K - $5.34K
|
939
$86.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
55+ 1.59% |
$4.63K - $5.06K
|
3.51K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
55New |
$4.63K - $5.06K
|
55
$5.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
54New |
$4.55K - $4.97K
|
54
$4.97K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
53+ 0.23% |
$4.47K - $4.88K
|
23.1K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
48+ 0.27% |
$4.04K - $4.42K
|
18K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
48+ 1.84% |
$4.04K - $4.42K
|
2.65K
$244K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46+ 0.61% |
$3.88K - $4.23K
|
7.64K
$703K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 0.46% |
$3.45K - $3.77K
|
9.02K
$830K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.18% |
$3.37K - $3.68K
|
22.1K
$2.03M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
38New |
$3.2K - $3.5K
|
38
$3.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.29% |
$3.12K - $3.4K
|
13K
$1.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
34+ 1.23% |
$2.86K - $3.13K
|
2.79K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
32+ 0.81% |
$2.7K - $2.94K
|
4K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
30+ 0.16% |
$2.53K - $2.76K
|
18.9K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$2.53K - $2.76K
|
3.03K
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 50.0% |
$2.53K - $2.76K
|
90
$8.28K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
29+ 0.24% |
$2.44K - $2.67K
|
12K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
29+ 0.02% |
$2.44K - $2.67K
|
141K
$13M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.36% |
$2.44K - $2.67K
|
8.14K
$749K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.11% |
$2.44K - $2.67K
|
27K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
29+ 0.71% |
$2.44K - $2.67K
|
4.09K
$377K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
28New |
$2.36K - $2.58K
|
28
$2.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
28+ 0.85% |
$2.36K - $2.58K
|
3.34K
$307K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
26+ 0.27% |
$2.19K - $2.39K
|
9.72K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.84% |
$2.11K - $2.3K
|
3K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
25+ 0.37% |
$2.11K - $2.3K
|
6.7K
$616K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$2.11K - $2.3K
|
25
$2.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.79% |
$2.11K - $2.3K
|
3.2K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
24+ 0.83% |
$2.02K - $2.21K
|
2.92K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
24+ 0.53% |
$2.02K - $2.21K
|
4.53K
$417K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
24New |
$2.02K - $2.21K
|
24
$2.21K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
23+ 0.57% |
$1.94K - $2.12K
|
4.08K
$375K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$1.77K - $1.93K
|
21
$1.93K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 3.19% |
$1.69K - $1.84K
|
647
$59.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
20+ 0.24% |
$1.69K - $1.84K
|
8.38K
$771K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
19+ 0.05% |
$1.6K - $1.75K
|
39.2K
$3.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
19+ 0.23% |
$1.6K - $1.75K
|
8.23K
$757K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18+ 0.57% |
$1.52K - $1.66K
|
3.2K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
17+ 0.17% |
$1.43K - $1.56K
|
9.93K
$914K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.12% |
$1.43K - $1.56K
|
13.9K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
17+ 0.7% |
$1.43K - $1.56K
|
2.46K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
16+ 0.28% |
$1.35K - $1.47K
|
5.8K
$534K
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
15+ 0.14% |
$1.26K - $1.38K
|
10.5K
$971K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
15+ 0.11% |
$1.26K - $1.38K
|
13.2K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
14+ 0.56% |
$1.18K - $1.29K
|
2.51K
$231K
|
|