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
|
Retirement Guys Formula LLC
|
SELL
|
- |
-208- 6.2% |
$17.5K - $19.1K
|
3.15K
$277K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-210- 2.32% |
$17.7K - $19.3K
|
8.84K
$780K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-214- 0.74% |
$18K - $19.7K
|
28.9K
$2.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-222- 3.0% |
$18.7K - $20.4K
|
7.19K
$634K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-223- 15.41% |
$18.8K - $20.5K
|
1.22K
$108K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-223- 2.74% |
$18.8K - $20.5K
|
7.92K
$699K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-224- 1.45% |
$18.9K - $20.6K
|
15.3K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-227- 2.17% |
$19.1K - $20.9K
|
10.2K
$901K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-227- 4.58% |
$19.1K - $20.9K
|
4.73K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-228- 5.67% |
$19.2K - $21K
|
3.79K
$335K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-232- 5.3% |
$19.5K - $21.3K
|
4.14K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-232- 5.76% |
$19.5K - $21.3K
|
3.8K
$335K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-232- 2.03% |
$19.5K - $21.3K
|
11.2K
$988K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-232- 4.7% |
$19.5K - $21.3K
|
4.7K
$415K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-240- 4.13% |
$20.2K - $22.1K
|
5.57K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-244- 0.52% |
$20.6K - $22.4K
|
46.7K
$4.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-250- 2.6% |
$21.1K - $23K
|
9.37K
$826K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-252- 6.42% |
$21.2K - $23.2K
|
3.67K
$324K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-259- 5.48% |
$21.8K - $23.8K
|
4.47K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-260- 4.09% |
$21.9K - $23.9K
|
6.1K
$538K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-261- 3.03% |
$22K - $24K
|
8.36K
$738K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-262- 5.61% |
$22.1K - $24.1K
|
4.41K
$389K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-264- 3.74% |
$22.2K - $24.3K
|
6.79K
$599K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-270- 1.28% |
$22.7K - $24.8K
|
20.8K
$1.84M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-275- 9.8% |
$23.2K - $25.3K
|
2.53K
$223K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-279- 0.46% |
$23.5K - $25.7K
|
59.9K
$5.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-286- 2.7% |
$24.1K - $26.3K
|
10.3K
$909K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-290- 9.42% |
$24.4K - $26.7K
|
2.79K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-291- 0.75% |
$24.5K - $26.8K
|
38.5K
$3.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-292- 5.39% |
$24.6K - $26.9K
|
5.13K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-294- 0.97% |
$24.8K - $27K
|
30K
$2.65M
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-302- 0.73% |
$25.4K - $27.8K
|
40.9K
$3.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-309- 9.06% |
$26K - $28.4K
|
3.1K
$273K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-311- 3.35% |
$26.2K - $28.6K
|
8.97K
$791K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-312- 9.75% |
$26.3K - $28.7K
|
2.89K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-314- 5.48% |
$26.5K - $28.9K
|
5.41K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-325- 1.58% |
$27.4K - $29.9K
|
20.2K
$1.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-329- 5.38% |
$27.7K - $30.3K
|
5.79K
$511K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-331- 6.21% |
$27.9K - $30.4K
|
5K
$441K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-336- 12.13% |
$28.3K - $30.9K
|
2.43K
$215K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-337- 4.15% |
$28.4K - $31K
|
7.79K
$687K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-341- 11.67% |
$28.7K - $31.4K
|
2.58K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-347- 1.74% |
$29.2K - $31.9K
|
19.6K
$1.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-347- 0.66% |
$29.2K - $31.9K
|
52.2K
$4.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-353- 1.15% |
$29.7K - $32.5K
|
30.4K
$2.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-359- 7.49% |
$30.2K - $33K
|
4.44K
$391K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-362- 5.78% |
$30.5K - $33.3K
|
5.9K
$520K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-365- 10.29% |
$30.8K - $33.6K
|
3.18K
$281K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-383- 0.77% |
$32.3K - $35.2K
|
49.2K
$4.34M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-391- 2.84% |
$32.9K - $36K
|
13.4K
$1.18M
|