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
|
Coastline Trust CO
|
BUY
|
- |
3.35K+ 1912.57% |
$285K - $308K
|
3.52K
$324K
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 100.0% |
$281K - $304K
|
6.6K
$607K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.25K+ 1094.28% |
$277K - $299K
|
3.55K
$326K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.18K+ 198.5% |
$271K - $292K
|
4.78K
$440K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.09K+ 40.4% |
$264K - $285K
|
10.7K
$989K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.09KNew |
$263K - $284K
|
3.09K
$284K
|
|
|
Jan 22, 2026
Q4 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
3.07K+ 134.91% |
$262K - $283K
|
5.35K
$492K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.06K+ 94.71% |
$261K - $282K
|
6.29K
$579K
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.05K+ 100.0% |
$260K - $281K
|
6.11K
$562K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.03K+ 93.8% |
$258K - $278K
|
6.25K
$575K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
3.02K+ 93.71% |
$258K - $278K
|
6.25K
$575K
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3K+ 87.45% |
$255K - $276K
|
6.42K
$591K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.99K+ 101.6% |
$255K - $275K
|
5.94K
$547K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.99K+ 116.22% |
$255K - $275K
|
5.56K
$512K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.97K+ 84.97% |
$253K - $273K
|
6.46K
$595K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.96K+ 38.89% |
$252K - $272K
|
10.6K
$972K
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2.92K+ 113.25% |
$249K - $269K
|
5.51K
$507K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
2.9K+ 116.21% |
$247K - $267K
|
5.4K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.9K+ 610.74% |
$247K - $267K
|
3.38K
$311K
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
2.9K+ 87.83% |
$247K - $267K
|
6.2K
$571K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.85K+ 100.0% |
$243K - $262K
|
5.7K
$525K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.84K+ 99.2% |
$242K - $262K
|
5.71K
$526K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.83K+ 113.72% |
$242K - $261K
|
5.33K
$490K
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.83K+ 101.0% |
$241K - $260K
|
5.63K
$518K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.76K+ 97.94% |
$235K - $254K
|
5.57K
$513K
|
|
|
Jan 23, 2026
Q4 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.75K+ 97.97% |
$234K - $253K
|
5.56K
$511K
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.73K+ 102.67% |
$233K - $252K
|
5.4K
$497K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.71K+ 95.9% |
$231K - $250K
|
5.54K
$510K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.7K+ 100.0% |
$230K - $248K
|
5.4K
$497K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68K+ 100.07% |
$229K - $247K
|
5.36K
$494K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2.67K+ 45.91% |
$227K - $245K
|
8.47K
$780K
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.65K+ 98.15% |
$226K - $244K
|
5.34K
$492K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.62K+ 100.0% |
$223K - $241K
|
5.24K
$482K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.61K+ 100.0% |
$222K - $240K
|
5.21K
$480K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
2.6K+ 73.48% |
$221K - $239K
|
6.14K
$565K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.58K+ 90.12% |
$220K - $238K
|
5.45K
$501K
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.56K+ 91.67% |
$218K - $236K
|
5.36K
$493K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.55K+ 78.31% |
$218K - $235K
|
5.81K
$535K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.55K+ 82.43% |
$217K - $235K
|
5.65K
$520K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.54K+ 212.99% |
$217K - $234K
|
3.73K
$344K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.52K+ 81.45% |
$215K - $232K
|
5.62K
$517K
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
2.52K+ 100.0% |
$215K - $232K
|
5.04K
$464K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.47K+ 100.0% |
$210K - $227K
|
4.94K
$455K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.45K+ 50.73% |
$209K - $225K
|
7.27K
$669K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.44K+ 85.92% |
$208K - $225K
|
5.28K
$486K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.43K+ 77.33% |
$207K - $224K
|
5.58K
$513K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.38K+ 100.0% |
$203K - $219K
|
4.76K
$438K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 96.59% |
$203K - $219K
|
4.84K
$446K
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.37K+ 101.54% |
$202K - $218K
|
4.7K
$432K
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.32K+ 51.65% |
$198K - $214K
|
6.82K
$627K
|
|