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
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.29KNew |
$109K - $119K
|
1.29K
$114K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.27K+ 10.05% |
$107K - $117K
|
13.9K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.27K+ 1.8% |
$107K - $117K
|
71.7K
$6.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 35.31% |
$103K - $112K
|
4.67K
$412K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.2K+ 0.82% |
$101K - $110K
|
147K
$13M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.19K+ 46.51% |
$101K - $110K
|
3.76K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
1.18K+ 8.91% |
$99.7K - $109K
|
14.5K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.14K+ 5.11% |
$96.1K - $105K
|
23.5K
$2.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.09K+ 6.78% |
$92K - $100K
|
17.2K
$1.52M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.07K+ 5.28% |
$90.1K - $98.4K
|
21.3K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.07K+ 31.69% |
$90K - $98.2K
|
4.44K
$392K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 26.19% |
$88.8K - $97K
|
5.08K
$448K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.04K+ 23.88% |
$87.6K - $95.7K
|
5.4K
$476K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 2.18% |
$87.1K - $95.1K
|
48.5K
$4.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.03K+ 3.44% |
$86.9K - $94.9K
|
31K
$2.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 36.85% |
$86.5K - $94.5K
|
3.81K
$336K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1K+ 4.51% |
$84.5K - $92.3K
|
23.2K
$2.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
948+ 31.07% |
$79.9K - $87.2K
|
4K
$353K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
945+ 13.5% |
$79.6K - $86.9K
|
7.95K
$701K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
924+ 13.94% |
$77.8K - $85K
|
7.55K
$666K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
901+ 6.05% |
$75.9K - $82.9K
|
15.8K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
896+ 3.19% |
$75.5K - $82.4K
|
29K
$2.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
879+ 2.9% |
$74.1K - $80.9K
|
31.2K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
873+ 8.04% |
$73.6K - $80.3K
|
11.7K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
856+ 12.58% |
$72.1K - $78.7K
|
7.66K
$676K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
818+ 8.7% |
$68.9K - $75.2K
|
10.2K
$902K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
795+ 28.99% |
$67K - $73.1K
|
3.54K
$312K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
778New |
$65.5K - $71.6K
|
778
$68.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
775+ 20.99% |
$65.3K - $71.3K
|
4.47K
$394K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
712+ 0.53% |
$60K - $65.5K
|
135K
$11.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
710+ 4.52% |
$59.8K - $65.3K
|
16.4K
$1.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
708+ 769.57% |
$59.6K - $65.1K
|
800
$70.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
706+ 8.05% |
$59.5K - $64.9K
|
9.47K
$836K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
672+ 7.89% |
$56.6K - $61.8K
|
9.19K
$811K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
665+ 2.98% |
$56K - $61.2K
|
23K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
652+ 1.85% |
$54.9K - $60K
|
35.9K
$3.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
651+ 1.57% |
$54.8K - $59.9K
|
42.1K
$3.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
650+ 2.44% |
$54.8K - $59.8K
|
27.3K
$2.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
644New |
$54.3K - $59.2K
|
644
$56.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
594+ 9.54% |
$50K - $54.6K
|
6.82K
$602K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
577+ 2.97% |
$48.6K - $53.1K
|
20K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
575+ 2.99% |
$48.4K - $52.9K
|
19.8K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
566New |
$47.7K - $52.1K
|
566
$49.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
563+ 8.26% |
$47.4K - $51.8K
|
7.38K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
553+ 9.81% |
$46.6K - $50.9K
|
6.19K
$546K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
550New |
$46.3K - $50.6K
|
550
$48.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
548+ 0.65% |
$46.2K - $50.4K
|
85K
$7.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
546+ 6.93% |
$46K - $50.2K
|
8.43K
$744K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
516+ 6.42% |
$43.5K - $47.5K
|
8.55K
$754K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
515+ 7.54% |
$43.4K - $47.4K
|
7.35K
$648K
|