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 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.16K+ 114.39% |
$687K - $750K
|
15.3K
$1.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.97KNew |
$672K - $733K
|
7.97K
$703K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 3.73% |
$637K - $695K
|
210K
$18.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.52K+ 23.69% |
$634K - $692K
|
39.3K
$3.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.4K+ 165.73% |
$623K - $681K
|
11.9K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.89K+ 148.26% |
$581K - $634K
|
11.5K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Abbington Investment Group
Westport, CT |
BUY
|
- |
6.89KNew |
$581K - $634K
|
6.89K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.57K+ 5.49% |
$554K - $605K
|
126K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.57KNew |
$554K - $604K
|
6.57K
$580K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.39K+ 1.21% |
$539K - $588K
|
536K
$47.3M
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.29K+ 19.92% |
$530K - $578K
|
37.9K
$3.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.2K+ 23.09% |
$522K - $570K
|
33K
$2.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.99K+ 7.78% |
$504K - $551K
|
83K
$7.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
5.8KNew |
$489K - $534K
|
5.8K
$512K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5.4K+ 67.53% |
$455K - $497K
|
13.4K
$1.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.21K+ 6.19% |
$439K - $479K
|
89.5K
$7.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5.11K+ 5.29% |
$430K - $470K
|
102K
$8.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.03K+ 8.61% |
$424K - $463K
|
63.5K
$5.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
5KNew |
$421K - $459K
|
5K
$441K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4.96K+ 5.07% |
$418K - $456K
|
103K
$9.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.51K+ 20.29% |
$380K - $415K
|
26.7K
$2.36M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.32K+ 9.48% |
$364K - $397K
|
49.8K
$4.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.28K+ 115.14% |
$361K - $394K
|
8K
$706K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.05K+ 100.57% |
$341K - $372K
|
8.07K
$712K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
4K+ 47.47% |
$337K - $368K
|
12.4K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
3.94K+ 11.24% |
$332K - $362K
|
39K
$3.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
3.91KNew |
$329K - $360K
|
3.91K
$345K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.85K+ 30.16% |
$324K - $354K
|
16.6K
$1.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.65K+ 240.58% |
$308K - $336K
|
5.17K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.63K+ 50.23% |
$306K - $334K
|
10.9K
$958K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.4KNew |
$287K - $313K
|
3.4K
$300K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3.32K+ 8.1% |
$279K - $305K
|
44.3K
$3.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.3K+ 14.27% |
$278K - $303K
|
26.4K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 21.71% |
$276K - $302K
|
18.4K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.26KNew |
$275K - $300K
|
3.26K
$288K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.19K+ 116.04% |
$269K - $293K
|
5.94K
$524K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
3.17K+ 0.84% |
$267K - $292K
|
379K
$33.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.13K+ 9.32% |
$264K - $288K
|
36.7K
$3.24M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.13KNew |
$264K - $288K
|
3.13K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
3.02K+ 65.07% |
$254K - $278K
|
7.66K
$675K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.01K+ 39.6% |
$254K - $277K
|
10.6K
$936K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.98K+ 43.12% |
$251K - $274K
|
9.89K
$872K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.95KNew |
$249K - $272K
|
2.95K
$261K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
2.87KNew |
$242K - $264K
|
2.87K
$253K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
2.87KNew |
$242K - $264K
|
2.87K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2.83KNew |
$238K - $260K
|
2.83K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.79K+ 1.23% |
$235K - $256K
|
229K
$20.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.78K+ 2.54% |
$234K - $256K
|
112K
$9.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.75K+ 17.71% |
$232K - $253K
|
18.3K
$1.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.75K+ 15.06% |
$232K - $253K
|
21K
$1.85M
|