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 14, 2025
Q3 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5K+ 10.27% |
$421K - $460K
|
53.7K
$4.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
5KNew |
$421K - $459K
|
5K
$460K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.96K+ 5.07% |
$418K - $456K
|
103K
$9.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.93KNew |
$415K - $453K
|
4.93K
$454K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
4.93K+ 15.25% |
$415K - $453K
|
37.2K
$3.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.84K+ 33.84% |
$408K - $445K
|
19.1K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
4.61K+ 18.45% |
$388K - $424K
|
29.6K
$2.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.51K+ 24.33% |
$380K - $415K
|
23.1K
$2.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.51K+ 20.29% |
$380K - $415K
|
26.7K
$2.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.48K+ 15.15% |
$377K - $412K
|
34K
$3.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.32K+ 9.48% |
$364K - $397K
|
49.8K
$4.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.28K+ 115.14% |
$361K - $394K
|
8K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.16K+ 7.71% |
$350K - $383K
|
58.1K
$5.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.08K+ 8.55% |
$343K - $375K
|
51.8K
$4.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.05K+ 100.57% |
$341K - $372K
|
8.07K
$743K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4K+ 47.47% |
$337K - $368K
|
12.4K
$1.14M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
3.94K+ 11.24% |
$332K - $362K
|
39K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.93K+ 14.88% |
$331K - $362K
|
30.3K
$2.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.91KNew |
$329K - $360K
|
3.91K
$360K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.86KNew |
$325K - $355K
|
3.86K
$355K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.85K+ 106.29% |
$324K - $354K
|
7.47K
$688K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.85K+ 30.16% |
$324K - $354K
|
16.6K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$324K - $354K
|
3.84K
$354K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.79K+ 10.75% |
$319K - $349K
|
39K
$3.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.65K+ 240.58% |
$308K - $336K
|
5.17K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.63K+ 50.23% |
$306K - $334K
|
10.9K
$999K
|
|
|
Nov 12, 2025
Q3 2025
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3.51KNew |
$296K - $323K
|
3.51K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.47KNew |
$292K - $319K
|
3.47K
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.4KNew |
$287K - $313K
|
3.4K
$313K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.39K+ 2.08% |
$286K - $312K
|
167K
$15.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
3.38K+ 38.85% |
$285K - $311K
|
12.1K
$1.11M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3.32K+ 8.1% |
$279K - $305K
|
44.3K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
3.31KNew |
$279K - $305K
|
3.31K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
3.3KNew |
$278K - $304K
|
3.3K
$304K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.3K+ 14.27% |
$278K - $303K
|
26.4K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 21.71% |
$276K - $302K
|
18.4K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.27KNew |
$275K - $301K
|
3.27K
$301K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.26KNew |
$275K - $300K
|
3.26K
$300K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.25K+ 58.85% |
$273K - $299K
|
8.76K
$806K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.19K+ 116.04% |
$269K - $293K
|
5.94K
$547K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.17K+ 0.84% |
$267K - $292K
|
379K
$34.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.13K+ 9.32% |
$264K - $288K
|
36.7K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.13KNew |
$264K - $288K
|
3.13K
$288K
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.12KNew |
$263K - $287K
|
3.12K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.1KNew |
$261K - $285K
|
3.1K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.02K+ 65.07% |
$254K - $278K
|
7.66K
$705K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.01K+ 39.6% |
$254K - $277K
|
10.6K
$977K
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3K+ 54.55% |
$253K - $276K
|
8.5K
$782K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.98K+ 43.12% |
$251K - $274K
|
9.89K
$910K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.95KNew |
$249K - $272K
|
2.95K
$272K
|
|