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 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-14- 0.31% |
$1.18K - $1.29K
|
4.44K
$391K
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.42% |
$1.26K - $1.38K
|
3.53K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-16- 0.1% |
$1.35K - $1.47K
|
16.5K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 28.81% |
$1.43K - $1.56K
|
42
$3.71K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-17- 0.9% |
$1.43K - $1.56K
|
1.87K
$165K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-18- 33.33% |
$1.52K - $1.66K
|
36
$3.18K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-21- 0.33% |
$1.77K - $1.93K
|
6.27K
$553K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-24- 6.84% |
$2.02K - $2.21K
|
327
$28.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-27- 0.52% |
$2.27K - $2.48K
|
5.21K
$460K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-27- 18.75% |
$2.27K - $2.48K
|
117
$10.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-28- 0.98% |
$2.36K - $2.58K
|
2.82K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-28- 0.08% |
$2.36K - $2.58K
|
34.4K
$3.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-28- 5.96% |
$2.36K - $2.58K
|
442
$39K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.65% |
$2.53K - $2.76K
|
4.57K
$403K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-36- 6.15% |
$3.03K - $3.31K
|
549
$48.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-37- 4.79% |
$3.12K - $3.4K
|
735
$64.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-38- 1.07% |
$3.2K - $3.5K
|
3.5K
$309K
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-45- 0.53% |
$3.79K - $4.14K
|
8.38K
$740K
|
|
|
Oct 07, 2025
Q3 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-45- 1.3% |
$3.79K - $4.14K
|
3.43K
$302K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-46- 0.9% |
$3.88K - $4.23K
|
5.04K
$445K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-49- 0.58% |
$4.13K - $4.51K
|
8.34K
$736K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-50- 0.46% |
$4.21K - $4.6K
|
10.8K
$956K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-52- 0.79% |
$4.38K - $4.78K
|
6.56K
$578K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-56- 0.06% |
$4.72K - $5.15K
|
87.3K
$7.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-58- 0.26% |
$4.89K - $5.34K
|
22.3K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 0.62% |
$5.06K - $5.52K
|
9.57K
$844K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-61- 0.13% |
$5.14K - $5.61K
|
46.7K
$4.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-65- 1.24% |
$5.48K - $5.98K
|
5.2K
$459K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 2.51% |
$5.56K - $6.07K
|
2.57K
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-67- 2.22% |
$5.64K - $6.16K
|
2.95K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-67- 44.67% |
$5.64K - $6.16K
|
83
$7.32K
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-70- 1.17% |
$5.9K - $6.44K
|
5.94K
$524K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-74- 0.22% |
$6.23K - $6.81K
|
33.5K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-75- 0.2% |
$6.32K - $6.9K
|
37.6K
$3.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-77- 2.84% |
$6.49K - $7.08K
|
2.64K
$233K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-80- 2.28% |
$6.74K - $7.36K
|
3.44K
$303K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-81- 0.31% |
$6.82K - $7.45K
|
26.3K
$2.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-81- 1.47% |
$6.82K - $7.45K
|
5.41K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-82- 0.93% |
$6.91K - $7.54K
|
8.69K
$767K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-83- 1.64% |
$6.99K - $7.64K
|
4.96K
$438K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-85- 0.57% |
$7.16K - $7.82K
|
14.8K
$1.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Castellan Group
Louisville, KY |
SELL
|
- |
-86- 0.13% |
$7.25K - $7.91K
|
68.7K
$6.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-87- 0.17% |
$7.33K - $8K
|
50.4K
$4.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-88- 1.98% |
$7.41K - $8.1K
|
4.36K
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-88- 3.19% |
$7.41K - $8.1K
|
2.67K
$235K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-88- 1.65% |
$7.41K - $8.1K
|
5.26K
$464K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-89- 1.94% |
$7.5K - $8.19K
|
4.49K
$396K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-93- 2.18% |
$7.84K - $8.56K
|
4.18K
$369K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-97- 11.06% |
$8.17K - $8.92K
|
780
$68.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-97- 5.0% |
$8.17K - $8.92K
|
1.84K
$163K
|