Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
223M+ 547621.56% |
$17B - $21B
|
223M
$19B
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81K+ 223.77% |
$6.2M - $7.63M
|
117K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 24.64% |
$1.01M - $1.24M
|
66.7K
$5.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
9.14K+ 22.57% |
$699K - $861K
|
49.6K
$4.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.88KNew |
$603K - $742K
|
7.88K
$673K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.87K+ 23.06% |
$525K - $647K
|
36.7K
$3.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.87K+ 6.44% |
$525K - $646K
|
113K
$9.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.62K+ 76.45% |
$429K - $529K
|
13K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.61K+ 7.13% |
$429K - $528K
|
84.3K
$7.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
5.34K+ 12.46% |
$408K - $503K
|
48.2K
$4.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.16K+ 76.62% |
$394K - $485K
|
11.9K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
5.03K+ 24.95% |
$384K - $473K
|
25.2K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.79KNew |
$366K - $451K
|
4.79K
$409K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.73KNew |
$362K - $445K
|
4.73K
$404K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.25K+ 53.07% |
$325K - $400K
|
12.3K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.12K+ 5.96% |
$315K - $388K
|
73.3K
$6.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.7K+ 45.01% |
$283K - $348K
|
11.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.29K+ 20.79% |
$252K - $310K
|
19.1K
$1.63M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.2KNew |
$245K - $301K
|
3.2K
$273K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.04K+ 16.36% |
$232K - $286K
|
21.6K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.94K+ 46.46% |
$225K - $277K
|
9.27K
$791K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.3K+ 5.5% |
$175K - $216K
|
44.1K
$3.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.11KNew |
$162K - $199K
|
2.11K
$180K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.09K+ 32.46% |
$160K - $197K
|
8.52K
$728K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.09K+ 55.34% |
$160K - $196K
|
5.86K
$500K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.88K+ 1.96% |
$144K - $177K
|
97.9K
$8.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.84K+ 4.7% |
$140K - $173K
|
40.9K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52KNew |
$116K - $143K
|
1.52K
$130K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.16K+ 23.1% |
$88.5K - $109K
|
6.17K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.15K+ 6.27% |
$87.6K - $108K
|
19.4K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.04K+ 8.51% |
$79.3K - $97.6K
|
13.2K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
1KNew |
$76.4K - $94.1K
|
1K
$85.4K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
985+ 1.06% |
$75.3K - $92.7K
|
94.3K
$8.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
962+ 5.44% |
$73.5K - $90.6K
|
18.7K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
932+ 4.35% |
$71.2K - $87.7K
|
22.3K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
786+ 12.53% |
$60.1K - $74K
|
7.06K
$603K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
709+ 16.35% |
$54.2K - $66.7K
|
5.05K
$431K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
695+ 2.54% |
$53.1K - $65.4K
|
28K
$2.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
680+ 25.28% |
$52K - $64K
|
3.37K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
674+ 1.66% |
$51.5K - $63.4K
|
41.2K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
566New |
$43.3K - $53.3K
|
566
$48.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
555+ 4.07% |
$42.4K - $52.2K
|
14.2K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
536+ 20.0% |
$41K - $50.5K
|
3.22K
$275K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
530+ 46.01% |
$40.5K - $49.9K
|
1.68K
$144K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
525+ 3.33% |
$40.1K - $49.4K
|
16.3K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
510+ 1.13% |
$39K - $48K
|
45.5K
$3.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
482+ 1.93% |
$36.8K - $45.4K
|
25.4K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
475+ 2.17% |
$36.3K - $44.7K
|
22.4K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
429+ 0.45% |
$32.8K - $40.4K
|
96.6K
$8.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
425+ 2.16% |
$32.5K - $40K
|
20.1K
$1.71M
|