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 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-2.59K- 5.37% |
$218K - $238K
|
45.7K
$4.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.64K- 13.98% |
$222K - $243K
|
16.2K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.67K- 4.51% |
$225K - $246K
|
56.5K
$4.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-2.82K- 11.8% |
$237K - $259K
|
21.1K
$1.86M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.9K- 50.03% |
$244K - $266K
|
2.89K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.94K- 26.88% |
$248K - $271K
|
8.01K
$707K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.95K- 97.78% |
$248K - $271K
|
67
$5.91K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.03K- 35.24% |
$255K - $278K
|
5.56K
$491K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 3.24% |
$255K - $278K
|
90.4K
$7.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.13K- 47.28% |
$264K - $288K
|
3.5K
$308K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.17K- 19.79% |
$267K - $292K
|
12.9K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-3.2K- 4.1% |
$270K - $294K
|
74.8K
$6.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.22K- 24.45% |
$271K - $296K
|
9.95K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.23K- 14.4% |
$272K - $297K
|
19.2K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-3.29K- 15.22% |
$277K - $302K
|
18.3K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.39K- 3.29% |
$286K - $312K
|
99.6K
$8.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.47K- 0.52% |
$292K - $319K
|
662K
$58.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.5K- 3.67% |
$295K - $322K
|
92K
$8.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.55K- 55.06% |
$299K - $326K
|
2.89K
$255K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-3.68K- 5.88% |
$310K - $339K
|
59K
$5.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-3.77K- 9.05% |
$318K - $347K
|
37.9K
$3.34M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 31.49% |
$328K - $358K
|
8.47K
$747K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.9K- 8.08% |
$328K - $358K
|
44.3K
$3.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.01K- 99.85% |
$338K - $369K
|
6
$529
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.07K- 3.46% |
$343K - $374K
|
114K
$10M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-4.13K- 11.44% |
$348K - $380K
|
32K
$2.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.19K- 24.01% |
$353K - $385K
|
13.3K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-4.4K- 71.53% |
$371K - $405K
|
1.75K
$154K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.42K- 28.08% |
$372K - $406K
|
11.3K
$998K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.45K- 48.45% |
$375K - $409K
|
4.74K
$418K
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-4.52K- 4.05% |
$381K - $416K
|
107K
$9.43M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.53K- 9.86% |
$382K - $417K
|
41.4K
$3.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.59K- 35.63% |
$387K - $423K
|
8.3K
$732K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.79K- 7.94% |
$403K - $440K
|
55.5K
$4.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.98K- 10.07% |
$420K - $458K
|
44.5K
$3.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.12K- 8.87% |
$431K - $471K
|
52.6K
$4.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-5.2K- 53.2% |
$438K - $478K
|
4.58K
$404K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.35K- 7.68% |
$451K - $492K
|
64.3K
$5.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-5.39K- 25.43% |
$454K - $496K
|
15.8K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.42K- 4.78% |
$457K - $499K
|
108K
$9.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-5.7K- 37.46% |
$480K - $525K
|
9.52K
$840K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.81K- 14.06% |
$489K - $534K
|
35.5K
$3.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.42K- 3.82% |
$540K - $590K
|
162K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-6.46K- 22.1% |
$544K - $594K
|
22.8K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.98K- 1.42% |
$588K - $642K
|
485K
$42.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-7.04K- 37.29% |
$593K - $648K
|
11.8K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.14K- 4.57% |
$601K - $657K
|
149K
$13.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.31K- 26.64% |
$616K - $673K
|
20.1K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.56K- 63.59% |
$637K - $695K
|
4.33K
$382K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-7.69K- 41.06% |
$648K - $707K
|
11K
$974K
|