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 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
14+ 0.56% |
$1.18K - $1.29K
|
2.5K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.39% |
$1.18K - $1.29K
|
3.6K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.83% |
$1.1K - $1.2K
|
1.59K
$146K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$1.1K - $1.2K
|
4.4K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12+ 0.86% |
$1.01K - $1.1K
|
1.42K
$130K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
12+ 0.5% |
$1.01K - $1.1K
|
2.43K
$224K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12+ 0.25% |
$1.01K - $1.1K
|
4.85K
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12+ 0.65% |
$1.01K - $1.1K
|
1.87K
$172K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$1.01K - $1.1K
|
12
$1.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.5% |
$1.01K - $1.1K
|
2.39K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
11+ 0.09% |
$927 - $1.01K
|
11.7K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.11% |
$927 - $1.01K
|
10.4K
$958K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10+ 0.22% |
$843 - $920
|
4.6K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
10New |
$843 - $920
|
10
$920
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10+ 0.11% |
$843 - $920
|
9.27K
$853K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.04% |
$843 - $920
|
23K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.21% |
$758 - $828
|
4.36K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.12% |
$674 - $736
|
6.57K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
7+ 0.14% |
$590 - $644
|
4.97K
$458K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7+ 0.48% |
$590 - $644
|
1.46K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5New |
$421 - $460
|
5
$460
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 0.99% |
$421 - $460
|
511
$47K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.7% |
$421 - $460
|
722
$66.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$421 - $460
|
4.44K
$409K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.09% |
$337 - $368
|
4.25K
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.4% |
$337 - $368
|
1.02K
$93.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4+ 0.09% |
$337 - $368
|
4.56K
$420K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.53% |
$253 - $276
|
572
$52.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3+ 0.04% |
$253 - $276
|
7.75K
$713K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.92% |
$253 - $276
|
328
$30.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.81% |
$169 - $184
|
250
$23K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.07% |
$169 - $184
|
2.79K
$257K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.3% |
$169 - $184
|
671
$61.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 1.01% |
$169 - $184
|
200
$18.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.43% |
$169 - $184
|
466
$42.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
2+ 0.07% |
$169 - $184
|
2.72K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$169 - $184
|
5.05K
$465K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$169 - $184
|
529
$48.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.44% |
$169 - $184
|
461
$42.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2+ 1.37% |
$169 - $184
|
148
$13.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
1+ 2.56% |
$84.3 - $92
|
40
$3.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.23% |
$84.3 - $92
|
432
$39.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 2.27% |
$84.3 - $92
|
45
$4.14K
|
|
|
Nov 13, 2025
Q3 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 5.88% |
$84.3 - $92
|
18
$1.66K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$84.3 - $92
|
5.14K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.01% |
$84.3 - $92
|
18K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 1.33% |
$84.3 - $92
|
76
$6.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 1.12% |
$84.3 - $92
|
90
$8.28K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.04% |
$84.3 - $92
|
2.62K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.41% |
$84.3 - $92
|
243
$22.4K
|
|