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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7K+ 51.88% |
$596K - $644K
|
20.5K
$1.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.98K+ 92.12% |
$594K - $642K
|
14.5K
$1.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.91KNew |
$589K - $636K
|
6.91K
$636K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.86K+ 101.93% |
$585K - $631K
|
13.6K
$1.25M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.84K+ 99.1% |
$583K - $629K
|
13.7K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$579K - $625K
|
6.8K
$625K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.79K+ 96.79% |
$578K - $625K
|
13.8K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
6.75K+ 109.4% |
$575K - $621K
|
12.9K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.67K+ 101.78% |
$569K - $614K
|
13.2K
$1.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.64K+ 105.8% |
$566K - $611K
|
12.9K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
6.61K+ 100.39% |
$564K - $609K
|
13.2K
$1.21M
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6.57K+ 99.02% |
$559K - $604K
|
13.2K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
6.55KNew |
$559K - $603K
|
6.55K
$603K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.45K+ 90.05% |
$549K - $593K
|
13.6K
$1.25M
|
|
|
Jan 21, 2026
Q4 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.4K+ 66.75% |
$545K - $588K
|
16K
$1.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
6.32KNew |
$538K - $581K
|
6.32K
$581K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6.3K+ 99.23% |
$537K - $580K
|
12.7K
$1.16M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
6.24K+ 105.47% |
$532K - $575K
|
12.2K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
6.19KNew |
$527K - $569K
|
6.19K
$569K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 91.05% |
$527K - $569K
|
13K
$1.19M
|
|
|
Jan 21, 2026
Q4 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
6.18KNew |
$526K - $568K
|
6.18K
$568K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.15K+ 119.01% |
$524K - $566K
|
11.3K
$1.04M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
6.14K+ 67.81% |
$523K - $565K
|
15.2K
$1.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.98K+ 100.0% |
$509K - $550K
|
12K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
5.94K+ 67.31% |
$506K - $547K
|
14.8K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.9K+ 100.8% |
$503K - $543K
|
11.8K
$1.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
5.87KNew |
$500K - $540K
|
5.87K
$540K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.78K+ 99.81% |
$492K - $532K
|
11.6K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.72K+ 100.18% |
$487K - $526K
|
11.4K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.71K+ 101.86% |
$486K - $525K
|
11.3K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.64K+ 91.09% |
$481K - $519K
|
11.8K
$1.09M
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
5.56KNew |
$474K - $512K
|
5.56K
$512K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.54K+ 100.58% |
$472K - $510K
|
11K
$1.02M
|
|