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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.02K- 21.36% |
$676K - $738K
|
29.5K
$2.61M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.89K- 34.97% |
$749K - $818K
|
16.5K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-8.99K- 2.93% |
$758K - $827K
|
298K
$26.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.04K- 48.67% |
$761K - $831K
|
9.53K
$841K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-9.1K- 36.71% |
$767K - $837K
|
15.7K
$1.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.29K- 10.09% |
$783K - $855K
|
82.8K
$7.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.41K- 9.38% |
$793K - $865K
|
90.9K
$8.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.6K- 2.79% |
$809K - $883K
|
334K
$29.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-9.72K- 31.75% |
$819K - $894K
|
20.9K
$1.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 11.13% |
$878K - $959K
|
83.2K
$7.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11K- 9.74% |
$928K - $1.01M
|
102K
$9M
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-11.9K- 79.6% |
$1M - $1.1M
|
3.05K
$269K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-13.6K- 18.99% |
$1.14M - $1.25M
|
57.8K
$5.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-13.9K- 84.21% |
$1.17M - $1.28M
|
2.61K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-14.1K- 50.15% |
$1.18M - $1.29M
|
14K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.8K- 23.0% |
$1.25M - $1.36M
|
49.7K
$4.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-15.5K- 92.86% |
$1.31M - $1.43M
|
1.19K
$105K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-15.7K- 53.23% |
$1.32M - $1.45M
|
13.8K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-20K- 41.86% |
$1.69M - $1.84M
|
27.8K
$2.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-21.5K- 55.12% |
$1.81M - $1.97M
|
17.5K
$1.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.8K- 17.09% |
$2.09M - $2.28M
|
120K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-26.8K- 40.54% |
$2.26M - $2.46M
|
39.3K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-27.6K- 12.78% |
$2.32M - $2.54M
|
188K
$16.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-35.7K- 14.53% |
$3M - $3.28M
|
210K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-38.9K- 78.32% |
$3.28M - $3.58M
|
10.8K
$949K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-43.7K- 74.01% |
$3.68M - $4.02M
|
15.4K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-44K- 23.89% |
$3.7M - $4.04M
|
140K
$12.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-44.2K- 32.18% |
$3.72M - $4.06M
|
93.1K
$8.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47.5K- 45.1% |
$4M - $4.37M
|
57.8K
$5.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-53.5K- 9.82% |
$4.51M - $4.93M
|
492K
$43.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-56.6K- 44.39% |
$4.77M - $5.21M
|
70.9K
$6.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-64.1K- 45.7% |
$5.4M - $5.89M
|
76.1K
$6.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-77.1K- 78.97% |
$6.5M - $7.1M
|
20.5K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-88.1K- 8.58% |
$7.42M - $8.1M
|
938K
$82.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-112K- 95.44% |
$9.43M - $10.3M
|
5.35K
$472K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-413K- 55.96% |
$34.8M - $38M
|
325K
$28.7M
|