Purchases and Sales Made in Q3 2025 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q3 2025. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
833K+ 52.93% |
$70.2M - $76.6M
|
2.41M
$212M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
181K+ 101.38% |
$15.2M - $16.6M
|
359K
$31.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
137K+ 2708.77% |
$11.5M - $12.6M
|
142K
$12.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
130K+ 33.22% |
$10.9M - $11.9M
|
520K
$45.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
120K+ 32.95% |
$10.1M - $11M
|
485K
$42.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
94.8K+ 1304.08% |
$7.99M - $8.72M
|
102K
$9.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
78.4KNew |
$6.6M - $7.21M
|
78.4K
$6.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
74.1KNew |
$6.25M - $6.82M
|
74.1K
$6.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
63.4K+ 1912.53% |
$5.34M - $5.83M
|
66.7K
$5.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
55.4KNew |
$4.66M - $5.09M
|
55.4K
$4.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
53.4K+ 60.96% |
$4.5M - $4.91M
|
141K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
42K+ 372.61% |
$3.54M - $3.86M
|
53.3K
$4.7M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
37.6K+ 5.26% |
$3.17M - $3.46M
|
754K
$66.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37.6KNew |
$3.17M - $3.46M
|
37.6K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.3K+ 55.86% |
$3.14M - $3.43M
|
104K
$9.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.7K+ 17.53% |
$3.09M - $3.37M
|
246K
$21.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
32.7KNew |
$2.75M - $3.01M
|
32.7K
$2.88M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.4KNew |
$2.64M - $2.89M
|
31.4K
$2.77M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
27.8K+ 1.29% |
$2.34M - $2.56M
|
2.19M
$193M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.8K+ 314.73% |
$2.26M - $2.46M
|
35.3K
$3.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
24.3K+ 49.55% |
$2.05M - $2.23M
|
73.3K
$6.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23K+ 12.2% |
$1.94M - $2.12M
|
212K
$18.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
22KNew |
$1.85M - $2.02M
|
22K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
20K+ 7.23% |
$1.69M - $1.84M
|
297K
$26.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.8K+ 168.47% |
$1.42M - $1.55M
|
26.8K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
16.4K+ 251.56% |
$1.39M - $1.51M
|
23K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
BUY
|
- |
15.7KNew |
$1.32M - $1.45M
|
15.7K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 94.7% |
$1.29M - $1.41M
|
31.4K
$2.77M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6K+ 12.75% |
$1.14M - $1.25M
|
120K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
13.3KNew |
$1.12M - $1.22M
|
13.3K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
12KNew |
$1.01M - $1.1M
|
12K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
11.2K+ 60.12% |
$947K - $1.03M
|
30K
$2.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10.9K+ 145.42% |
$921K - $1.01M
|
18.4K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.7KNew |
$899K - $981K
|
10.7K
$941K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
10.6KNew |
$890K - $972K
|
10.6K
$932K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
10.5K+ 97.98% |
$887K - $969K
|
21.3K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.3K+ 46.38% |
$870K - $950K
|
32.6K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
10.1K+ 23.07% |
$849K - $927K
|
53.8K
$4.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
10KNew |
$843K - $920K
|
10K
$882K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.98K+ 136.76% |
$841K - $918K
|
17.3K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.84K+ 38.83% |
$829K - $905K
|
35.2K
$3.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.8KNew |
$826K - $902K
|
9.8K
$865K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.72K+ 3.37% |
$819K - $894K
|
298K
$26.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9.63K+ 14.39% |
$811K - $886K
|
76.6K
$6.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.47K+ 7.24% |
$798K - $871K
|
140K
$12.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
9.35K+ 15.68% |
$788K - $860K
|
69K
$6.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.93K+ 291.51% |
$752K - $821K
|
12K
$1.06M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.67K+ 21.42% |
$730K - $798K
|
49.2K
$4.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
8.36KNew |
$704K - $769K
|
8.36K
$737K
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
8.35KNew |
$704K - $768K
|
8.35K
$737K
|