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
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.75K+ 15.06% |
$232K - $253K
|
21K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.68KNew |
$226K - $247K
|
2.68K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
2.64K+ 24.9% |
$222K - $242K
|
13.2K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.58KNew |
$217K - $237K
|
2.58K
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.51KNew |
$212K - $231K
|
2.51K
$222K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.5KNew |
$211K - $230K
|
2.5K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$210K - $230K
|
2.5K
$220K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 6.81% |
$210K - $230K
|
39.2K
$3.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.49KNew |
$210K - $229K
|
2.49K
$220K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.48K+ 51.63% |
$209K - $228K
|
7.27K
$641K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.42K+ 67.34% |
$204K - $222K
|
6.01K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.37K+ 4.84% |
$200K - $218K
|
51.3K
$4.52M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.34KNew |
$197K - $216K
|
2.34K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.33K+ 2.72% |
$196K - $214K
|
87.9K
$7.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
2.32KNew |
$196K - $214K
|
2.32K
$205K
|
|
|
Oct 09, 2025
Q3 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.28KNew |
$192K - $209K
|
2.28K
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$190K - $208K
|
2.26K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$198K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.24K+ 2.58% |
$188K - $206K
|
88.8K
$7.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.1K+ 79.94% |
$177K - $193K
|
4.73K
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.02K+ 10.78% |
$170K - $186K
|
20.8K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
2K+ 28.96% |
$169K - $184K
|
8.91K
$786K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
1.92K+ 3.45% |
$162K - $177K
|
57.7K
$5.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.81K+ 50.42% |
$153K - $167K
|
5.4K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.8KNew |
$152K - $166K
|
1.8K
$159K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.78K+ 7.53% |
$150K - $163K
|
25.3K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.76K+ 3.87% |
$148K - $162K
|
47.3K
$4.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.75K+ 5.08% |
$148K - $161K
|
36.2K
$3.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 4.44% |
$145K - $159K
|
40.5K
$3.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.7K+ 1.64% |
$144K - $157K
|
105K
$9.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 2.07% |
$137K - $150K
|
80.4K
$7.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.61K+ 9.13% |
$136K - $148K
|
19.3K
$1.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.59K+ 3.6% |
$134K - $146K
|
45.8K
$4.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.57K+ 6.06% |
$132K - $145K
|
27.5K
$2.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 20.99% |
$132K - $144K
|
9.05K
$798K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.53K+ 10.76% |
$129K - $141K
|
15.8K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.52K+ 16.51% |
$128K - $140K
|
10.7K
$947K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.5K+ 4.25% |
$126K - $138K
|
36.8K
$3.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.49K+ 20.37% |
$126K - $137K
|
8.82K
$778K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.48K+ 18.29% |
$125K - $136K
|
9.58K
$845K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 17.62% |
$122K - $133K
|
9.69K
$855K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.45K+ 55.43% |
$122K - $133K
|
4.07K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.44K+ 1.28% |
$121K - $132K
|
114K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
1.4K+ 6.21% |
$118K - $128K
|
23.9K
$2.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.39K+ 1.45% |
$117K - $128K
|
97.1K
$8.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 25.07% |
$114K - $124K
|
6.73K
$594K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33K+ 6.86% |
$112K - $123K
|
20.8K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.33KNew |
$112K - $123K
|
1.33K
$118K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.32K+ 7.04% |
$111K - $121K
|
20.1K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.3K+ 17.19% |
$109K - $119K
|
8.83K
$779K
|