Latest Institutional Transactions on Energy Sector Spdr (XLE)
This table provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-59- 16.39% |
$4.97K - $5.43K
|
301
$27.7K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7.99K- 74.86% |
$673K - $735K
|
2.68K
$247K
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
6.78K+ 4.22% |
$571K - $624K
|
168K
$15.4M
|
|
|
Dec 19, 2025
Q3 2025
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-256- 4.67% |
$21.6K - $23.5K
|
5.22K
$480K
|
|
|
Dec 18, 2025
Q3 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-188- 0.82% |
$15.8K - $17.3K
|
22.8K
$2.1M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.97K- 32.06% |
$587K - $641K
|
14.8K
$1.36M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
38New |
$3.2K - $3.5K
|
38
$3.5K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
- |
-925- 19.7% |
$77.9K - $85.1K
|
3.77K
$347K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-51.6K- 99.0% |
$4.35M - $4.74M
|
521
$47.9K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
108+ 6.08% |
$9.1K - $9.93K
|
1.88K
$173K
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
43.5KNew |
$3.66M - $4M
|
43.5K
$4M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.72K- 6.06% |
$145K - $158K
|
26.6K
$2.45M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.76K- 5.53% |
$232K - $254K
|
47.1K
$4.33M
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
218+ 0.47% |
$18.4K - $20.1K
|
46.7K
$4.3M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
28New |
$2.36K - $2.58K
|
28
$2.58K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-425- 7.76% |
$35.8K - $39.1K
|
5.05K
$465K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.64KNew |
$222K - $243K
|
2.64K
$243K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
124+ 4.77% |
$10.4K - $11.4K
|
2.72K
$250K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
29+ 0.24% |
$2.44K - $2.67K
|
12K
$1.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.25KNew |
$189K - $207K
|
2.25K
$207K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.73K- 10.64% |
$399K - $435K
|
39.8K
$3.66M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-806- 3.55% |
$67.9K - $74.1K
|
21.9K
$2.01M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-30- 58.82% |
$2.53K - $2.76K
|
21
$1.93K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18.4K- 13.63% |
$1.55M - $1.69M
|
116K
$10.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.51K+ 61.94% |
$464K - $507K
|
14.4K
$1.33M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
15+ 0.14% |
$1.26K - $1.38K
|
10.5K
$971K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
340+ 2.05% |
$28.6K - $31.3K
|
16.9K
$1.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
45.3K+ 9059.4% |
$3.82M - $4.17M
|
45.8K
$4.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-902- 25.18% |
$76K - $83K
|
2.68K
$247K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.3K- 14.73% |
$2.13M - $2.32M
|
146K
$13.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.39K- 44.02% |
$370K - $404K
|
5.58K
$514K
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
24+ 0.64% |
$2.02K - $2.21K
|
3.77K
$347K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.9K- 11.22% |
$1.51M - $1.65M
|
142K
$13M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.51K- 23.95% |
$127K - $138K
|
4.78K
$440K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.81% |
$169 - $184
|
250
$23K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
678+ 2.86% |
$57.1K - $62.4K
|
24.4K
$2.25M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
465+ 2.83% |
$39.2K - $42.8K
|
16.9K
$1.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.16K+ 4.2% |
$97.7K - $107K
|
28.8K
$2.65M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
301+ 1.18% |
$25.4K - $27.7K
|
25.9K
$2.38M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.28K- 8.08% |
$108K - $117K
|
14.5K
$1.34M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
155New |
$13.1K - $14.3K
|
155
$14.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
SELL
|
- |
-392- 1.46% |
$33K - $36.1K
|
26.4K
$2.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
82+ 5.21% |
$6.91K - $7.54K
|
1.66K
$152K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.78K- 5.67% |
$150K - $163K
|
29.6K
$2.72M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.18K- 45.05% |
$352K - $384K
|
5.09K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.62K- 15.32% |
$473K - $517K
|
31K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
557K+ 60.48% |
$46.9M - $51.2M
|
1.48M
$136M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-5.62K- 93.35% |
$473K - $517K
|
400
$36.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9.33K+ 180.72% |
$786K - $859K
|
14.5K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-23.4K- 11.86% |
$1.97M - $2.15M
|
174K
$16M
|
|