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 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-673- 4.68% |
$56.7K - $61.9K
|
13.7K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-677- 10.15% |
$57K - $62.3K
|
6K
$529K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-690- 12.8% |
$58.1K - $63.5K
|
4.7K
$415K
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-694- 2.54% |
$58.5K - $63.8K
|
26.6K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-713- 14.29% |
$60.1K - $65.6K
|
4.28K
$377K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-720- 2.89% |
$60.7K - $66.2K
|
24.2K
$2.13M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-724- 1.3% |
$61K - $66.6K
|
54.9K
$4.85M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
SELL
|
- |
-730- 4.18% |
$61.5K - $67.2K
|
16.7K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-733- 0.52% |
$61.8K - $67.4K
|
139K
$12.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-735- 2.85% |
$61.9K - $67.6K
|
25.1K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-761- 1.8% |
$64.1K - $70K
|
41.5K
$3.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-770- 16.9% |
$64.9K - $70.8K
|
3.79K
$334K
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-773- 5.69% |
$65.1K - $71.1K
|
12.8K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-787- 10.17% |
$66.3K - $72.4K
|
6.95K
$613K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-795- 15.17% |
$67K - $73.1K
|
4.45K
$392K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-797- 5.94% |
$67.1K - $73.3K
|
12.6K
$1.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-800- 68.73% |
$67.4K - $73.6K
|
364
$32.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-807- 1.83% |
$68K - $74.2K
|
43.3K
$3.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-814- 83.83% |
$68.6K - $74.9K
|
157
$13.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-816- 25.73% |
$68.7K - $75.1K
|
2.36K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-836- 20.2% |
$70.4K - $76.9K
|
3.3K
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-840- 26.75% |
$70.8K - $77.3K
|
2.3K
$203K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-843- 1.14% |
$71K - $77.5K
|
73.3K
$6.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-856- 19.96% |
$72.1K - $78.7K
|
3.43K
$303K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-868- 11.64% |
$73.1K - $79.8K
|
6.59K
$581K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-883- 11.75% |
$74.4K - $81.2K
|
6.63K
$585K
|
|
|
Nov 03, 2025
Q3 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-914- 6.71% |
$77K - $84.1K
|
12.7K
$1.12M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-919- 10.82% |
$77.4K - $84.5K
|
7.57K
$668K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-922- 21.57% |
$77.7K - $84.8K
|
3.35K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-945- 3.96% |
$79.6K - $86.9K
|
22.9K
$2.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-956- 42.51% |
$80.5K - $87.9K
|
1.29K
$114K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-973- 2.46% |
$82K - $89.5K
|
38.6K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-993- 28.46% |
$83.7K - $91.3K
|
2.5K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1K- 20.46% |
$84.4K - $92.2K
|
3.9K
$344K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.03K- 0.81% |
$86.8K - $94.7K
|
127K
$11.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.03K- 17.86% |
$86.9K - $94.8K
|
4.74K
$418K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.05K- 2.65% |
$88.4K - $96.5K
|
38.5K
$3.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.05K- 9.38% |
$88.6K - $96.8K
|
10.2K
$897K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.06K- 3.72% |
$89.6K - $97.8K
|
27.5K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.12K- 7.83% |
$94.2K - $103K
|
13.2K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.14K- 9.62% |
$95.9K - $105K
|
10.7K
$944K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.16K- 9.48% |
$97.8K - $107K
|
11.1K
$978K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.17K- 16.21% |
$98.4K - $107K
|
6.04K
$533K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-1.2K- 23.42% |
$101K - $111K
|
3.94K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.22K- 10.18% |
$103K - $112K
|
10.8K
$949K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.23K- 0.9% |
$104K - $113K
|
135K
$11.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.25K- 0.9% |
$105K - $115K
|
138K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.25K- 73.68% |
$106K - $115K
|
448
$39.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.26K- 2.67% |
$106K - $116K
|
46K
$4.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.29K- 10.14% |
$109K - $119K
|
11.5K
$1.01M
|