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 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
10.7K+ 99.15% |
$909K - $982K
|
21.4K
$1.97M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.7K+ 99.85% |
$908K - $980K
|
21.3K
$1.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.5K+ 66.47% |
$894K - $966K
|
26.3K
$2.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
10.5K+ 104.12% |
$893K - $964K
|
20.5K
$1.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
10.5K+ 110.57% |
$893K - $964K
|
19.9K
$1.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.4K+ 102.35% |
$889K - $960K
|
20.6K
$1.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.3K+ 92.0% |
$881K - $952K
|
21.6K
$1.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.3K+ 100.0% |
$878K - $948K
|
20.6K
$1.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10K+ 106.27% |
$855K - $923K
|
19.5K
$1.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.99KNew |
$851K - $919K
|
9.99K
$919K
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.94K+ 117.96% |
$847K - $915K
|
18.4K
$1.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9.87K+ 98.84% |
$841K - $908K
|
19.9K
$1.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.66K+ 90.3% |
$823K - $889K
|
20.4K
$1.87M
|
|
|
Jan 22, 2026
Q4 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
9.52K+ 70.97% |
$811K - $876K
|
22.9K
$2.11M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.52K+ 89.86% |
$811K - $876K
|
20.1K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
9.51K+ 97.45% |
$810K - $875K
|
19.3K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
9.5K+ 103.84% |
$810K - $874K
|
18.7K
$1.72M
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
9.36K+ 96.69% |
$798K - $861K
|
19K
$1.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
9.28K+ 95.83% |
$790K - $853K
|
19K
$1.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.13K+ 95.26% |
$778K - $840K
|
18.7K
$1.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
9.08K+ 100.0% |
$774K - $835K
|
18.2K
$1.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
9.06K+ 103.61% |
$772K - $834K
|
17.8K
$1.64M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.04KNew |
$770K - $832K
|
9.04K
$832K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.02K+ 100.61% |
$769K - $830K
|
18K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.83K+ 96.03% |
$752K - $812K
|
18K
$1.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
8.52K+ 102.05% |
$726K - $784K
|
16.9K
$1.55M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 98.72% |
$715K - $772K
|
16.9K
$1.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
8.35K+ 113.07% |
$711K - $768K
|
15.7K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.3K+ 131.36% |
$708K - $764K
|
14.6K
$1.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
8.27K+ 99.7% |
$705K - $761K
|
16.6K
$1.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
8.12K+ 102.01% |
$692K - $747K
|
16.1K
$1.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
8.06K+ 84.48% |
$687K - $741K
|
17.6K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7.85K+ 92.18% |
$669K - $723K
|
16.4K
$1.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.85K+ 125.27% |
$669K - $723K
|
14.1K
$1.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
7.84K+ 206.73% |
$668K - $721K
|
11.6K
$1.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.73K+ 109.96% |
$659K - $711K
|
14.8K
$1.36M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.64K+ 89.38% |
$651K - $703K
|
16.2K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.61KNew |
$648K - $700K
|
7.61K
$700K
|
|
|
Jan 16, 2026
Q4 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
7.48K+ 55.88% |
$638K - $689K
|
20.9K
$1.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
7.43K+ 256.67% |
$633K - $684K
|
10.3K
$950K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.39K+ 108.58% |
$630K - $680K
|
14.2K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.35K+ 100.78% |
$627K - $677K
|
14.6K
$1.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
7.35K+ 132.7% |
$626K - $676K
|
12.9K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.27K+ 100.0% |
$619K - $669K
|
14.5K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
7.12K+ 74.46% |
$607K - $655K
|
16.7K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.09K+ 107.53% |
$604K - $653K
|
13.7K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
7.05K+ 98.11% |
$601K - $649K
|
14.2K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.05KNew |
$600K - $648K
|
7.05K
$648K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.04K+ 92.38% |
$600K - $648K
|
14.7K
$1.35M
|
|
|
Jan 22, 2026
Q4 2025
|
Diligent Investors, LLC
|
BUY
|
- |
7.03K+ 96.56% |
$599K - $647K
|
14.3K
$1.32M
|
|