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 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
218+ 7.34% |
$18.4K - $20.1K
|
3.19K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
205+ 0.65% |
$17.3K - $18.9K
|
31.5K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
204New |
$17.2K - $18.8K
|
204
$18.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200New |
$16.9K - $18.4K
|
200
$18.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200+ 270.27% |
$16.9K - $18.4K
|
274
$25.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
197+ 2.99% |
$16.6K - $18.1K
|
6.79K
$625K
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
196+ 5.19% |
$16.5K - $18K
|
3.97K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
191+ 4.66% |
$16.1K - $17.6K
|
4.29K
$395K
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
180+ 0.97% |
$15.2K - $16.6K
|
18.7K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
178+ 6.44% |
$15K - $16.4K
|
2.94K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
171+ 0.51% |
$14.4K - $15.7K
|
33.6K
$3.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.37% |
$14.3K - $15.6K
|
7.34K
$676K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
162+ 97.01% |
$13.6K - $14.9K
|
329
$30.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
158+ 1.57% |
$13.3K - $14.5K
|
10.2K
$942K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
156+ 0.89% |
$13.1K - $14.4K
|
17.6K
$1.62M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
155New |
$13.1K - $14.3K
|
155
$14.3K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
149+ 3.73% |
$12.6K - $13.7K
|
4.14K
$381K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
145+ 0.82% |
$12.2K - $13.3K
|
17.8K
$1.64M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
143New |
$12K - $13.2K
|
143
$13.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
139+ 0.21% |
$11.7K - $12.8K
|
66K
$6.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
132+ 0.06% |
$11.1K - $12.1K
|
214K
$19.7M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
130+ 2.28% |
$11K - $12K
|
5.84K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
125New |
$10.5K - $11.5K
|
125
$11.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
124+ 4.77% |
$10.4K - $11.4K
|
2.72K
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
124+ 2.38% |
$10.4K - $11.4K
|
5.33K
$491K
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
115+ 1.46% |
$9.69K - $10.6K
|
7.98K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
115+ 1.2% |
$9.69K - $10.6K
|
9.67K
$890K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
115+ 45.82% |
$9.69K - $10.6K
|
366
$33.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
111+ 2.07% |
$9.35K - $10.2K
|
5.47K
$503K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
108+ 6.08% |
$9.1K - $9.93K
|
1.88K
$173K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
107+ 0.15% |
$9.01K - $9.84K
|
73.6K
$6.77M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
102+ 11.7% |
$8.59K - $9.38K
|
974
$89.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 1.74% |
$8.43K - $9.2K
|
5.84K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
99+ 1.45% |
$8.34K - $9.11K
|
6.94K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
99+ 1.11% |
$8.34K - $9.11K
|
8.98K
$826K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
94+ 671.43% |
$7.92K - $8.65K
|
108
$9.94K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
91+ 0.12% |
$7.67K - $8.37K
|
77.4K
$7.12M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
82+ 5.21% |
$6.91K - $7.54K
|
1.66K
$152K
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
81+ 1.92% |
$6.82K - $7.45K
|
4.3K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
80+ 0.35% |
$6.74K - $7.36K
|
23.2K
$2.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
79+ 2.4% |
$6.66K - $7.27K
|
3.38K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
75+ 3.03% |
$6.32K - $6.9K
|
2.55K
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
71+ 1.94% |
$5.98K - $6.53K
|
3.73K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
66+ 0.31% |
$5.56K - $6.07K
|
21.2K
$1.95M
|
|
|
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
|
|