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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-98- 2.08% |
$8.26K - $9.02K
|
4.62K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-99- 0.85% |
$8.34K - $9.11K
|
11.6K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.33% |
$8.43K - $9.2K
|
4.19K
$370K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.68% |
$8.43K - $9.2K
|
5.85K
$516K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-104- 2.69% |
$8.76K - $9.57K
|
3.77K
$332K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-105- 0.87% |
$8.85K - $9.66K
|
12K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-105- 3.23% |
$8.85K - $9.66K
|
3.15K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-107- 3.93% |
$9.01K - $9.84K
|
2.61K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-110- 1.81% |
$9.27K - $10.1K
|
5.96K
$526K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
SELL
|
- |
-112- 5.3% |
$9.44K - $10.3K
|
2K
$177K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-118- 0.35% |
$9.94K - $10.9K
|
34K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-120- 1.57% |
$10.1K - $11K
|
7.53K
$665K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-120- 23.08% |
$10.1K - $11K
|
400
$35.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-121- 1.12% |
$10.2K - $11.1K
|
10.7K
$941K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-128- 1.95% |
$10.8K - $11.8K
|
6.43K
$567K
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
SELL
|
- |
-128- 0.09% |
$10.8K - $11.8K
|
136K
$12M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-128- 6.05% |
$10.8K - $11.8K
|
1.99K
$175K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-130- 0.48% |
$11K - $12K
|
27.1K
$2.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-130- 2.23% |
$11K - $12K
|
5.71K
$503K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-131- 2.6% |
$11K - $12.1K
|
4.9K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-140- 2.46% |
$11.8K - $12.9K
|
5.54K
$489K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-147- 2.63% |
$12.4K - $13.5K
|
5.45K
$481K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-147- 0.68% |
$12.4K - $13.5K
|
21.5K
$1.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-149- 1.34% |
$12.6K - $13.7K
|
11K
$971K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-149- 6.65% |
$12.6K - $13.7K
|
2.09K
$185K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-150- 5.46% |
$12.6K - $13.8K
|
2.6K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 16.67% |
$12.6K - $13.8K
|
750
$66.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-153- 4.53% |
$12.9K - $14.1K
|
3.23K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-155- 0.45% |
$13.1K - $14.3K
|
34K
$3M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-155- 4.77% |
$13.1K - $14.3K
|
3.1K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-158- 5.69% |
$13.3K - $14.5K
|
2.62K
$231K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-158- 5.79% |
$13.3K - $14.5K
|
2.57K
$227K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-162- 1.85% |
$13.6K - $14.9K
|
8.6K
$759K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-163- 5.61% |
$13.7K - $15K
|
2.75K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-165- 0.22% |
$13.9K - $15.2K
|
75.9K
$6.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-170- 1.9% |
$14.3K - $15.6K
|
8.78K
$775K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-172- 6.53% |
$14.5K - $15.8K
|
2.46K
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-174- 4.92% |
$14.7K - $16K
|
3.36K
$296K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-179- 17.4% |
$15.1K - $16.5K
|
850
$75K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-186- 1.69% |
$15.7K - $17.1K
|
10.8K
$952K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-197- 0.81% |
$16.6K - $18.1K
|
24.2K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-199- 1.7% |
$16.8K - $18.3K
|
11.5K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-199- 1.54% |
$16.8K - $18.3K
|
12.7K
$1.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-200- 2.52% |
$16.9K - $18.4K
|
7.73K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-200- 6.41% |
$16.9K - $18.4K
|
2.92K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-201- 82.72% |
$16.9K - $18.5K
|
42
$3.71K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-202- 5.41% |
$17K - $18.6K
|
3.53K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-203- 1.04% |
$17.1K - $18.7K
|
19.3K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-207- 0.5% |
$17.4K - $19K
|
40.8K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-207- 0.7% |
$17.4K - $19K
|
29.3K
$2.59M
|