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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
58+ 6.58% |
$4.89K - $5.34K
|
939
$82.8K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
56+ 8.62% |
$4.72K - $5.15K
|
706
$62.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
51+ 0.51% |
$4.3K - $4.69K
|
10.1K
$888K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46+ 0.61% |
$3.88K - $4.23K
|
7.64K
$674K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
45+ 0.81% |
$3.79K - $4.14K
|
5.6K
$494K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 10.71% |
$3.79K - $4.14K
|
465
$41K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.84% |
$3.71K - $4.05K
|
5.27K
$465K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
41+ 0.46% |
$3.45K - $3.77K
|
9.02K
$796K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
40+ 0.18% |
$3.37K - $3.68K
|
22.1K
$1.95M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.29% |
$3.12K - $3.4K
|
13K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
37+ 1.0% |
$3.12K - $3.4K
|
3.75K
$331K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
31+ 0.65% |
$2.61K - $2.85K
|
4.77K
$421K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$2.53K - $2.76K
|
3.03K
$267K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
30+ 50.0% |
$2.53K - $2.76K
|
90
$7.94K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
29+ 0.71% |
$2.44K - $2.67K
|
4.09K
$361K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
29+ 2900.0% |
$2.44K - $2.67K
|
30
$2.65K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
29+ 1.05% |
$2.44K - $2.67K
|
2.8K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.36% |
$2.44K - $2.67K
|
8.14K
$718K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.11% |
$2.44K - $2.67K
|
27K
$2.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
28+ 0.51% |
$2.36K - $2.58K
|
5.47K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
28+ 0.85% |
$2.36K - $2.58K
|
3.34K
$294K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
26+ 0.27% |
$2.19K - $2.39K
|
9.72K
$857K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
25+ 0.79% |
$2.11K - $2.3K
|
3.2K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
25+ 2.07% |
$2.11K - $2.3K
|
1.23K
$109K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
25+ 1.74% |
$2.11K - $2.3K
|
1.46K
$129K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$2.11K - $2.3K
|
25
$2.21K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
24New |
$2.02K - $2.21K
|
24
$2.12K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
23+ 0.57% |
$1.94K - $2.12K
|
4.08K
$360K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
23+ 0.39% |
$1.94K - $2.12K
|
5.85K
$516K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$1.77K - $1.93K
|
21
$1.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
20+ 0.24% |
$1.69K - $1.84K
|
8.38K
$739K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
20+ 3.19% |
$1.69K - $1.84K
|
647
$57.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
18+ 0.57% |
$1.52K - $1.66K
|
3.2K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
17+ 0.7% |
$1.43K - $1.56K
|
2.46K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
16+ 0.28% |
$1.35K - $1.47K
|
5.8K
$512K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.39% |
$1.18K - $1.29K
|
3.6K
$317K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
14+ 0.56% |
$1.18K - $1.29K
|
2.51K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
14+ 0.32% |
$1.18K - $1.29K
|
4.37K
$385K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
14+ 0.56% |
$1.18K - $1.29K
|
2.5K
$221K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$1.1K - $1.2K
|
4.4K
$388K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$1.01K - $1.1K
|
12
$1.06K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.5% |
$1.01K - $1.1K
|
2.39K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
12+ 0.25% |
$1.01K - $1.1K
|
4.85K
$428K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12+ 0.65% |
$1.01K - $1.1K
|
1.87K
$165K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.03% |
$843 - $920
|
29K
$2.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
10New |
$843 - $920
|
10
$882
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
10+ 0.31% |
$843 - $920
|
3.23K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.04% |
$843 - $920
|
23K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
10+ 0.11% |
$843 - $920
|
9.27K
$818K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$758 - $828
|
8.5K
$750K
|