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 |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
616+ 22.74% |
$47.1K - $58K
|
3.33K
$306K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
530+ 46.01% |
$40.5K - $49.9K
|
1.68K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
500+ 8.47% |
$38.2K - $47.1K
|
6.41K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
472New |
$36.1K - $44.4K
|
472
$43.4K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
456+ 1.43% |
$34.9K - $42.9K
|
32.3K
$2.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
443+ 8.27% |
$33.9K - $41.7K
|
5.8K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
437+ 2.98% |
$33.4K - $41.1K
|
15.1K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
432New |
$33K - $40.7K
|
432
$39.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
417+ 3207.69% |
$31.9K - $39.3K
|
430
$39.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 11.75% |
$30.6K - $37.7K
|
3.8K
$350K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
317+ 8.48% |
$24.2K - $29.8K
|
4.06K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
314+ 0.41% |
$24K - $29.6K
|
77.3K
$7.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
309+ 12.51% |
$23.6K - $29.1K
|
2.78K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
257+ 5.33% |
$19.6K - $24.2K
|
5.08K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
216New |
$16.5K - $20.3K
|
216
$19.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$15.3K - $18.8K
|
200
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
195+ 8.09% |
$14.9K - $18.4K
|
2.61K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
195+ 9.75% |
$14.9K - $18.4K
|
2.2K
$202K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
180+ 4.08% |
$13.8K - $16.9K
|
4.59K
$423K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
177+ 5.97% |
$13.5K - $16.7K
|
3.14K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
123New |
$9.4K - $11.6K
|
123
$11.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
105New |
$8.03K - $9.88K
|
105
$9.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$7.64K - $9.41K
|
100
$9.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100+ 2.24% |
$7.64K - $9.41K
|
4.57K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
74+ 2.91% |
$5.66K - $6.97K
|
2.61K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
71New |
$5.43K - $6.68K
|
71
$6.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$5.27K - $6.49K
|
69
$6.35K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 1.55% |
$5.27K - $6.49K
|
4.53K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 14.91% |
$5.2K - $6.4K
|
524
$48.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65New |
$4.97K - $6.12K
|
65
$5.98K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 0.83% |
$4.59K - $5.65K
|
7.25K
$668K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
50New |
$3.82K - $4.71K
|
50
$4.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
37+ 2.49% |
$2.83K - $3.48K
|
1.52K
$140K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34New |
$2.6K - $3.2K
|
34
$3.13K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30+ 0.99% |
$2.29K - $2.82K
|
3.07K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 1.86% |
$1.91K - $2.35K
|
1.37K
$126K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
22+ 0.92% |
$1.68K - $2.07K
|
2.42K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.31% |
$1.22K - $1.51K
|
5.16K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
$841 - $1.04K
|
4.78K
$440K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11+ 0.41% |
$841 - $1.04K
|
2.7K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$688 - $847
|
2.25K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7+ 12.07% |
$535 - $659
|
65
$5.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 2.3% |
$382 - $471
|
222
$20.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4New |
$306 - $377
|
4
$368
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
4+ 0.8% |
$306 - $377
|
504
$46.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1+ 0.05% |
$76.4 - $94.1
|
1.89K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
750KNew |
$64.3M - $70.5M
|
750K
$69M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
PUT |
500KNew |
$42.9M - $47M
|
500K
$46M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
344K+ 5453.02% |
$29.4M - $32.3M
|
350K
$32.2M
|
|