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 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
2.32K+ 51.65% |
$198K - $214K
|
6.82K
$627K
|
|
|
Jan 16, 2026
Q4 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.3K+ 100.0% |
$196K - $212K
|
4.6K
$423K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.28K+ 70.09% |
$194K - $210K
|
5.53K
$509K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.27K+ 90.1% |
$194K - $209K
|
4.8K
$442K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26K+ 99.96% |
$192K - $208K
|
4.51K
$415K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.23K+ 72.07% |
$190K - $205K
|
5.32K
$490K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 79.49% |
$186K - $201K
|
4.93K
$453K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
2.16K+ 91.51% |
$184K - $198K
|
4.51K
$415K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.08K+ 74.69% |
$177K - $191K
|
4.85K
$447K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.06K+ 79.18% |
$175K - $189K
|
4.66K
$429K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.94K+ 115.32% |
$165K - $179K
|
3.63K
$334K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
BUY
|
- |
1.93K+ 91.97% |
$164K - $177K
|
4.02K
$370K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.89K+ 100.0% |
$161K - $173K
|
3.77K
$347K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.83K+ 2037.78% |
$156K - $169K
|
1.92K
$177K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 17750.0% |
$151K - $163K
|
1.79K
$164K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 51.33% |
$150K - $162K
|
5.2K
$478K
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
1.75K+ 100.0% |
$149K - $161K
|
3.5K
$322K
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.46K+ 100.0% |
$125K - $135K
|
2.93K
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.4K+ 4.25% |
$119K - $129K
|
34.3K
$3.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.35K+ 39.56% |
$115K - $124K
|
4.77K
$439K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.35KNew |
$115K - $124K
|
1.35K
$124K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.34K+ 122.51% |
$114K - $123K
|
2.43K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.29KNew |
$110K - $119K
|
1.29K
$119K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
1.28K+ 100.23% |
$109K - $118K
|
2.56K
$235K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
1.1K+ 105.65% |
$94K - $101K
|
2.15K
$198K
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
1.1KNew |
$93.7K - $101K
|
1.1K
$101K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.07K+ 21.32% |
$90.8K - $98.1K
|
6.07K
$558K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.06K+ 95.05% |
$90.1K - $97.3K
|
2.17K
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
991+ 100.0% |
$84.5K - $91.2K
|
1.98K
$182K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
898+ 105.65% |
$76.5K - $82.6K
|
1.75K
$161K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
890+ 100.0% |
$75.8K - $81.9K
|
1.78K
$164K
|
|
|
Jan 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
848+ 60.06% |
$72.3K - $78K
|
2.26K
$208K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
747+ 101.63% |
$63.7K - $68.7K
|
1.48K
$136K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
650+ 52.76% |
$55.4K - $59.8K
|
1.88K
$173K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
644+ 100.0% |
$54.9K - $59.3K
|
1.29K
$119K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
605+ 110.2% |
$51.6K - $55.7K
|
1.15K
$106K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
575+ 100.0% |
$49K - $52.9K
|
1.15K
$106K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
564+ 198.59% |
$48.1K - $51.9K
|
848
$78K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
544+ 100.0% |
$46.4K - $50.1K
|
1.09K
$100K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
496+ 70.25% |
$42.3K - $45.6K
|
1.2K
$111K
|
|
|
Jan 21, 2026
Q4 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
461+ 37.66% |
$39.3K - $42.4K
|
1.69K
$155K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
451+ 100.0% |
$38.4K - $41.5K
|
902
$83K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
450New |
$38.3K - $41.4K
|
450
$41.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
444+ 100.45% |
$37.8K - $40.9K
|
886
$81.5K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
BUY
|
- |
415+ 100.0% |
$35.4K - $38.2K
|
830
$76.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
410+ 512.5% |
$34.9K - $37.7K
|
490
$45.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
408+ 100.0% |
$34.8K - $37.5K
|
816
$75.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
380New |
$32.4K - $35K
|
380
$35K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
380+ 100.8% |
$32.4K - $35K
|
757
$69.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
377+ 100.0% |
$32.1K - $34.7K
|
754
$69.4K
|
|