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 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.3K- 10.55% |
$109K - $119K
|
11K
$969K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.3K- 13.45% |
$109K - $119K
|
8.33K
$735K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-1.31K- 3.16% |
$110K - $120K
|
40.1K
$3.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.32K- 29.39% |
$111K - $121K
|
3.16K
$279K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.32K- 9.71% |
$112K - $122K
|
12.3K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.35K- 2.39% |
$114K - $124K
|
55.3K
$4.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.36K- 2.94% |
$114K - $125K
|
44.8K
$3.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.38K- 19.18% |
$116K - $127K
|
5.81K
$512K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.38K- 15.4% |
$117K - $127K
|
7.6K
$671K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.41K- 7.62% |
$119K - $130K
|
17.1K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.41K- 7.43% |
$119K - $130K
|
17.6K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-1.42K- 3.3% |
$120K - $131K
|
41.7K
$3.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.42K- 17.48% |
$120K - $131K
|
6.72K
$593K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.44K- 10.88% |
$121K - $132K
|
11.8K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.45K- 9.68% |
$122K - $133K
|
13.5K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.45K- 11.09% |
$122K - $134K
|
11.6K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.47K- 23.74% |
$123K - $135K
|
4.71K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 32.32% |
$124K - $136K
|
3.09K
$272K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.55K- 32.8% |
$131K - $143K
|
3.18K
$280K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.66K- 4.5% |
$140K - $153K
|
35.3K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.67K- 11.55% |
$141K - $154K
|
12.8K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.69K- 2.18% |
$142K - $155K
|
75.9K
$6.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 36.69% |
$151K - $165K
|
3.1K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 5.82% |
$152K - $165K
|
29.1K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.8K- 39.67% |
$152K - $166K
|
2.74K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.86K- 3.39% |
$157K - $171K
|
53.1K
$4.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-1.93K- 6.06% |
$162K - $177K
|
29.9K
$2.64M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.93K- 3.94% |
$163K - $177K
|
47.1K
$4.15M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.93K- 1.34% |
$163K - $178K
|
142K
$12.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-2K- 36.36% |
$169K - $184K
|
3.5K
$309K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.01K- 23.35% |
$169K - $185K
|
6.6K
$582K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.03K- 5.14% |
$171K - $187K
|
37.5K
$3.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-2.06K- 3.86% |
$173K - $189K
|
51.3K
$4.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.06K- 3.87% |
$174K - $189K
|
51.1K
$4.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.07K- 4.84% |
$175K - $191K
|
40.7K
$3.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.15K- 11.88% |
$181K - $198K
|
15.9K
$1.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-2.16K- 2.5% |
$182K - $198K
|
84.3K
$7.43M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.22K- 2.35% |
$187K - $204K
|
92K
$8.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-2.24K- 97.47% |
$189K - $206K
|
58
$5.12K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.25K- 13.27% |
$189K - $207K
|
14.7K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-2.27K- 22.19% |
$191K - $209K
|
7.96K
$702K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-2.28K- 0.84% |
$192K - $210K
|
270K
$23.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.3K- 1.06% |
$194K - $211K
|
216K
$19M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.31K- 1.27% |
$194K - $212K
|
180K
$15.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.32K- 12.42% |
$195K - $213K
|
16.3K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2.34K- 9.38% |
$197K - $215K
|
22.6K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.34K- 12.0% |
$197K - $216K
|
17.2K
$1.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 19.02% |
$199K - $217K
|
10K
$887K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.39K- 5.32% |
$202K - $220K
|
42.6K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.42K- 34.63% |
$204K - $223K
|
4.58K
$404K
|