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 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.45K+ 99.89% |
$464K - $501K
|
10.9K
$1M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.42K+ 100.2% |
$462K - $499K
|
10.8K
$997K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.36K+ 101.69% |
$457K - $493K
|
10.6K
$978K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.13K+ 94.13% |
$438K - $472K
|
10.6K
$974K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.13K+ 92.32% |
$437K - $472K
|
10.7K
$984K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.12K+ 99.98% |
$437K - $471K
|
10.2K
$943K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.04K+ 93.21% |
$430K - $464K
|
10.4K
$962K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
5.03K+ 92.04% |
$429K - $463K
|
10.5K
$966K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4.97K+ 105.73% |
$423K - $457K
|
9.66K
$889K
|
|
|
Jan 14, 2026
Q4 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
4.96K+ 77.82% |
$422K - $456K
|
11.3K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.83KNew |
$412K - $444K
|
4.83K
$444K
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.78K+ 100.74% |
$407K - $439K
|
9.52K
$876K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4.7K+ 98.59% |
$401K - $432K
|
9.47K
$871K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.7K+ 105.88% |
$400K - $432K
|
9.13K
$840K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.58K+ 99.16% |
$390K - $421K
|
9.2K
$846K
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
4.58K+ 100.0% |
$390K - $421K
|
9.15K
$842K
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4.57K+ 89.1% |
$389K - $420K
|
9.7K
$892K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.56K+ 100.0% |
$389K - $420K
|
9.12K
$839K
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.51K+ 101.71% |
$385K - $415K
|
8.95K
$824K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.5K+ 85.58% |
$383K - $414K
|
9.76K
$898K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.43K+ 99.57% |
$378K - $408K
|
8.88K
$817K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.41K+ 101.1% |
$376K - $406K
|
8.78K
$808K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 103.83% |
$370K - $399K
|
8.52K
$784K
|
|
|
Jan 12, 2026
Q4 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
4.34K+ 86.79% |
$369K - $399K
|
9.33K
$859K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
4.33K+ 170.34% |
$369K - $398K
|
6.86K
$632K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.28K+ 100.0% |
$364K - $393K
|
8.55K
$787K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.2K+ 93.97% |
$358K - $387K
|
8.68K
$799K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.17K+ 117.69% |
$355K - $384K
|
7.72K
$710K
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.14K+ 107.23% |
$353K - $381K
|
8K
$736K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.13K+ 109.39% |
$352K - $380K
|
7.9K
$727K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.06K+ 68.42% |
$346K - $373K
|
9.99K
$919K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
4.05K+ 128.81% |
$345K - $372K
|
7.19K
$661K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4K+ 100.05% |
$341K - $368K
|
8K
$736K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.89K+ 82.64% |
$331K - $358K
|
8.59K
$791K
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.87K+ 73.87% |
$330K - $356K
|
9.12K
$839K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3.86K+ 91.48% |
$329K - $355K
|
8.07K
$743K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.81K+ 85.01% |
$325K - $351K
|
8.3K
$763K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.77K+ 100.0% |
$321K - $347K
|
7.53K
$693K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.72K+ 94.46% |
$317K - $342K
|
7.66K
$705K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
3.7K+ 98.4% |
$315K - $340K
|
7.45K
$686K
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.66K+ 99.38% |
$312K - $337K
|
7.35K
$676K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
3.66K+ 127.48% |
$312K - $337K
|
6.53K
$601K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.63K+ 108.35% |
$310K - $334K
|
6.98K
$643K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.6K+ 81.21% |
$306K - $331K
|
8.02K
$738K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.53K+ 100.14% |
$301K - $325K
|
7.06K
$649K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.49K+ 36.64% |
$298K - $321K
|
13K
$1.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Bank Of Stockton
|
BUY
|
- |
3.43K+ 90.51% |
$292K - $316K
|
7.22K
$665K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.43K+ 100.56% |
$292K - $315K
|
6.84K
$629K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.42K+ 101.15% |
$292K - $315K
|
6.8K
$626K
|
|
|
Jan 23, 2026
Q4 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 104.17% |
$290K - $313K
|
6.66K
$613K
|
|