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
|
Lokken Investment Group LLC
|
BUY
|
- |
511+ 4.2% |
$43.1K - $47K
|
12.7K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
500New |
$42.1K - $46K
|
500
$44.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
481+ 2.98% |
$40.5K - $44.2K
|
16.6K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
470+ 3.32% |
$39.6K - $43.2K
|
14.6K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
468+ 2.87% |
$39.4K - $43.1K
|
16.8K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
461+ 2.94% |
$38.8K - $42.4K
|
16.2K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
456+ 5.73% |
$38.4K - $41.9K
|
8.42K
$743K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
437+ 1.95% |
$36.8K - $40.2K
|
22.8K
$2.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
429+ 0.54% |
$36.1K - $39.5K
|
79.9K
$7.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
421New |
$35.5K - $38.7K
|
421
$37.1K
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
410+ 5.47% |
$34.5K - $37.7K
|
7.91K
$698K
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
BUY
|
- |
401+ 2.12% |
$33.8K - $36.9K
|
19.3K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
386+ 9.4% |
$32.5K - $35.5K
|
4.49K
$396K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
380+ 3.08% |
$32K - $35K
|
12.7K
$1.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
376+ 0.99% |
$31.7K - $34.6K
|
38.4K
$3.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
375+ 1.87% |
$31.6K - $34.5K
|
20.4K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
372+ 2.25% |
$31.3K - $34.2K
|
16.9K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
371+ 10.91% |
$31.3K - $34.1K
|
3.77K
$333K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
369+ 82.18% |
$31.1K - $33.9K
|
818
$72.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
356+ 1.01% |
$30K - $32.7K
|
35.6K
$3.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
351+ 7.98% |
$29.6K - $32.3K
|
4.75K
$419K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
336+ 13.8% |
$28.3K - $30.9K
|
2.77K
$244K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
334+ 6.99% |
$28.1K - $30.7K
|
5.11K
$451K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
332+ 7.61% |
$28K - $30.5K
|
4.7K
$414K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
330+ 6.38% |
$27.8K - $30.4K
|
5.51K
$486K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
328+ 1.76% |
$27.6K - $30.2K
|
19K
$1.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
322+ 4.62% |
$27.1K - $29.6K
|
7.3K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
321+ 10.12% |
$27K - $29.5K
|
3.49K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
312+ 18.48% |
$26.3K - $28.7K
|
2K
$176K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
312+ 0.4% |
$26.3K - $28.7K
|
77.7K
$6.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
310+ 3.88% |
$26.1K - $28.5K
|
8.3K
$732K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
302+ 11.16% |
$25.4K - $27.8K
|
3.01K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
300+ 2.01% |
$25.3K - $27.6K
|
15.2K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
300+ 9.04% |
$25.3K - $27.6K
|
3.62K
$319K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
284+ 1.37% |
$23.9K - $26.1K
|
21.1K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
273+ 1.6% |
$23K - $25.1K
|
17.3K
$1.53M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
272+ 1.08% |
$22.9K - $25K
|
25.4K
$2.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
271+ 9.16% |
$22.8K - $24.9K
|
3.23K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
270+ 7.67% |
$22.7K - $24.8K
|
3.79K
$334K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
268+ 1.4% |
$22.6K - $24.7K
|
19.4K
$1.71M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
264+ 1.89% |
$22.2K - $24.3K
|
14.2K
$1.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
245+ 59.47% |
$20.6K - $22.5K
|
657
$58K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
243+ 3.94% |
$20.5K - $22.4K
|
6.42K
$566K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
240+ 5.73% |
$20.2K - $22.1K
|
4.43K
$391K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
238+ 7.87% |
$20.1K - $21.9K
|
3.26K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
235+ 1.3% |
$19.8K - $21.6K
|
18.3K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
216+ 1.92% |
$18.2K - $19.9K
|
11.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
211+ 0.73% |
$17.8K - $19.4K
|
29.2K
$2.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
207+ 2.24% |
$17.4K - $19K
|
9.44K
$833K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200+ 270.27% |
$16.9K - $18.4K
|
274
$24.2K
|