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
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-391- 5.28% |
$32.9K - $36K
|
7.01K
$619K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-395- 10.35% |
$33.3K - $36.3K
|
3.42K
$302K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-398- 26.69% |
$33.5K - $36.6K
|
1.09K
$96.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-399- 12.49% |
$33.6K - $36.7K
|
2.8K
$247K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-405- 11.57% |
$34.1K - $37.3K
|
3.1K
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-405- 6.15% |
$34.1K - $37.3K
|
6.19K
$546K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-407- 20.27% |
$34.3K - $37.4K
|
1.6K
$141K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-421- 3.56% |
$35.5K - $38.7K
|
11.4K
$1.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-431- 4.3% |
$36.3K - $39.6K
|
9.59K
$846K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-438- 8.41% |
$36.9K - $40.3K
|
4.77K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-460- 3.31% |
$38.8K - $42.3K
|
13.4K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-466- 2.88% |
$39.3K - $42.9K
|
15.7K
$1.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-472- 5.32% |
$39.8K - $43.4K
|
8.4K
$741K
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-480- 7.59% |
$40.4K - $44.2K
|
5.84K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-481- 3.42% |
$40.5K - $44.2K
|
13.6K
$1.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-490- 2.2% |
$41.3K - $45.1K
|
21.7K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-498- 15.59% |
$42K - $45.8K
|
2.7K
$238K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-499- 12.75% |
$42K - $45.9K
|
3.42K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-500- 88.34% |
$42.1K - $46K
|
66
$5.82K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-500- 6.16% |
$42.1K - $46K
|
7.62K
$672K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-503- 5.62% |
$42.4K - $46.3K
|
8.45K
$745K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-512- 7.8% |
$43.1K - $47.1K
|
6.05K
$534K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-517- 58.88% |
$43.6K - $47.6K
|
361
$31.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-525- 7.44% |
$44.2K - $48.3K
|
6.53K
$576K
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-530- 14.4% |
$44.7K - $48.8K
|
3.15K
$278K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-542- 7.21% |
$45.7K - $49.9K
|
6.97K
$615K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-550- 12.77% |
$46.3K - $50.6K
|
3.76K
$331K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-564- 2.02% |
$47.5K - $51.9K
|
27.3K
$2.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-564- 7.76% |
$47.5K - $51.9K
|
6.71K
$592K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-570- 4.96% |
$48K - $52.4K
|
10.9K
$963K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-571- 5.14% |
$48.1K - $52.5K
|
10.5K
$929K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-575- 0.39% |
$48.4K - $52.9K
|
149K
$13.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-575- 10.0% |
$48.4K - $52.9K
|
5.18K
$457K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-576- 2.53% |
$48.5K - $53K
|
22.2K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-581- 23.77% |
$48.9K - $53.4K
|
1.86K
$164K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-584- 11.81% |
$49.2K - $53.7K
|
4.36K
$385K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-602- 3.8% |
$50.7K - $55.4K
|
15.3K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-624- 10.27% |
$52.6K - $57.4K
|
5.45K
$481K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-626- 1.14% |
$52.7K - $57.6K
|
54.5K
$4.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-634- 11.23% |
$53.4K - $58.3K
|
5.01K
$442K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-639- 10.87% |
$53.8K - $58.8K
|
5.24K
$462K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-645- 2.12% |
$54.3K - $59.3K
|
29.8K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-647- 4.56% |
$54.5K - $59.5K
|
13.6K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-650- 6.29% |
$54.8K - $59.8K
|
9.68K
$854K
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-658- 4.6% |
$55.4K - $60.5K
|
13.6K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-660- 4.69% |
$55.6K - $60.7K
|
13.4K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-664- 47.63% |
$55.9K - $61.1K
|
730
$64.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-667- 5.81% |
$56.2K - $61.4K
|
10.8K
$955K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-669- 8.86% |
$56.4K - $61.5K
|
6.88K
$607K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-670- 5.63% |
$56.4K - $61.6K
|
11.2K
$992K
|