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 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.57K+ 6.06% |
$132K - $145K
|
27.5K
$2.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 20.99% |
$132K - $144K
|
9.05K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 16.06% |
$129K - $141K
|
11.1K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.53K+ 10.76% |
$129K - $141K
|
15.8K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.52K+ 16.51% |
$128K - $140K
|
10.7K
$987K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
1.5K+ 3.94% |
$126K - $138K
|
39.6K
$3.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.5K+ 4.25% |
$126K - $138K
|
36.8K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.49K+ 20.37% |
$126K - $137K
|
8.82K
$812K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.48K+ 18.29% |
$125K - $136K
|
9.58K
$882K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.47K+ 28.2% |
$124K - $135K
|
6.69K
$616K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.46KNew |
$123K - $135K
|
1.46K
$135K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 17.62% |
$122K - $133K
|
9.69K
$891K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.45K+ 55.43% |
$122K - $133K
|
4.07K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.44K+ 1.28% |
$121K - $132K
|
114K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.41K+ 10.08% |
$119K - $130K
|
15.4K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
1.4K+ 6.21% |
$118K - $128K
|
23.9K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 1.45% |
$117K - $128K
|
97.1K
$8.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.36K+ 17.44% |
$114K - $125K
|
9.14K
$841K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 25.07% |
$114K - $124K
|
6.73K
$619K
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.35K+ 21.19% |
$113K - $124K
|
7.69K
$708K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 6.86% |
$112K - $123K
|
20.8K
$1.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.33KNew |
$112K - $123K
|
1.33K
$123K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32K+ 7.04% |
$111K - $121K
|
20.1K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.3K+ 17.19% |
$109K - $119K
|
8.83K
$812K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.29KNew |
$109K - $119K
|
1.29K
$119K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 39.01% |
$108K - $118K
|
4.56K
$419K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.27K+ 10.05% |
$107K - $117K
|
13.9K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27K+ 1.8% |
$107K - $117K
|
71.7K
$6.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 35.31% |
$103K - $112K
|
4.67K
$430K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.2K+ 0.82% |
$101K - $110K
|
147K
$13.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.19K+ 46.51% |
$101K - $110K
|
3.76K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
1.18K+ 8.91% |
$99.7K - $109K
|
14.5K
$1.33M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.16K+ 4.2% |
$97.7K - $107K
|
28.8K
$2.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.14K+ 5.11% |
$96.1K - $105K
|
23.5K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.13K+ 44.01% |
$94.9K - $104K
|
3.69K
$339K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.1KNew |
$92.4K - $101K
|
1.1K
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09K+ 6.78% |
$92K - $100K
|
17.2K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.07K+ 5.28% |
$90.1K - $98.4K
|
21.3K
$1.96M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.07K+ 31.69% |
$90K - $98.2K
|
4.44K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.06KNew |
$88.9K - $97K
|
1.06K
$97.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 26.19% |
$88.8K - $97K
|
5.08K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.04K+ 23.88% |
$87.6K - $95.7K
|
5.4K
$497K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 2.18% |
$87.1K - $95.1K
|
48.5K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.03K+ 3.44% |
$86.9K - $94.9K
|
31K
$2.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 36.85% |
$86.5K - $94.5K
|
3.81K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.03K+ 1.47% |
$86.4K - $94.4K
|
70.7K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 6.68% |
$85.2K - $93K
|
16.1K
$1.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1K+ 4.51% |
$84.5K - $92.3K
|
23.2K
$2.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
952+ 37.76% |
$80.2K - $87.6K
|
3.47K
$320K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
948+ 31.07% |
$79.9K - $87.2K
|
4K
$368K
|
|