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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.83KNew |
$238K - $260K
|
2.83K
$260K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.8KNew |
$236K - $258K
|
2.8K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.79K+ 1.23% |
$235K - $256K
|
229K
$21.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.78K+ 2.54% |
$234K - $256K
|
112K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.75K+ 17.71% |
$232K - $253K
|
18.3K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.75K+ 15.06% |
$232K - $253K
|
21K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
2.72KNew |
$229K - $251K
|
2.72K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68KNew |
$226K - $247K
|
2.68K
$247K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.64KNew |
$222K - $243K
|
2.64K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.64K+ 24.9% |
$222K - $242K
|
13.2K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.62KNew |
$221K - $241K
|
2.62K
$241K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.58K+ 0.8% |
$218K - $238K
|
327K
$30M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$217K - $237K
|
2.58K
$237K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
2.56KNew |
$216K - $235K
|
2.56K
$236K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
2.52KNew |
$212K - $232K
|
2.52K
$232K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.51KNew |
$212K - $231K
|
2.51K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.5K+ 10.42% |
$211K - $230K
|
26.5K
$2.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
2.5KNew |
$211K - $230K
|
2.5K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$210K - $230K
|
2.5K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 6.81% |
$210K - $230K
|
39.2K
$3.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.49KNew |
$210K - $229K
|
2.49K
$229K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.48K+ 51.63% |
$209K - $228K
|
7.27K
$669K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.47KNew |
$208K - $227K
|
2.47K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
2.47K+ 8.23% |
$208K - $227K
|
32.5K
$2.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.46K+ 3.85% |
$207K - $226K
|
66.3K
$6.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
2.45KNew |
$206K - $225K
|
2.45K
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.42K+ 67.34% |
$204K - $222K
|
6.01K
$553K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.41K+ 23.03% |
$203K - $222K
|
12.9K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.41K+ 19.08% |
$203K - $222K
|
15K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.37K+ 4.84% |
$200K - $218K
|
51.3K
$4.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.37KNew |
$199K - $218K
|
2.37K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.35K+ 3.33% |
$198K - $216K
|
73K
$6.72M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.34KNew |
$197K - $216K
|
2.34K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.33KNew |
$196K - $214K
|
2.33K
$214K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.33K+ 2.72% |
$196K - $214K
|
87.9K
$8.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$196K - $214K
|
2.32K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2.31KNew |
$194K - $212K
|
2.31K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
2.3K+ 58.9% |
$194K - $212K
|
6.21K
$571K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.29KNew |
$193K - $210K
|
2.29K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.28KNew |
$192K - $210K
|
2.28K
$210K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.28KNew |
$192K - $209K
|
2.28K
$210K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$190K - $208K
|
2.26K
$208K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.24K+ 2.58% |
$188K - $206K
|
88.8K
$8.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.15K+ 3.42% |
$181K - $198K
|
65.1K
$5.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 28.9% |
$181K - $197K
|
9.56K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
2.1KNew |
$177K - $193K
|
2.1K
$193K
|
|