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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
269K+ 117.27% |
$22.9M - $24.7M
|
498K
$45.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
129K+ 101.45% |
$11M - $11.8M
|
256K
$23.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
98.2K+ 94.35% |
$8.36M - $9.03M
|
202K
$18.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
73.9K+ 97.42% |
$6.3M - $6.8M
|
150K
$13.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
66.7K+ 123.81% |
$5.68M - $6.13M
|
121K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
65.4K+ 102.95% |
$5.57M - $6.01M
|
129K
$11.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
64K+ 56.76% |
$5.45M - $5.89M
|
177K
$16.3M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
62.4K+ 164.74% |
$5.31M - $5.74M
|
100K
$9.22M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
57.2K+ 96.99% |
$4.87M - $5.26M
|
116K
$10.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 103.04% |
$4.38M - $4.73M
|
101K
$9.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50.3K+ 107.58% |
$4.29M - $4.63M
|
97K
$8.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
47.9K+ 90.58% |
$4.08M - $4.41M
|
101K
$9.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
45.6K+ 104.96% |
$3.89M - $4.2M
|
89.1K
$8.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28.3K+ 689.64% |
$2.42M - $2.61M
|
32.5K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
27.6K+ 233.88% |
$2.35M - $2.54M
|
39.3K
$3.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
25.8K+ 85.86% |
$2.2M - $2.37M
|
55.8K
$5.13M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
21.4K+ 98.25% |
$1.82M - $1.97M
|
43.1K
$3.97M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.7K+ 105.3% |
$1.51M - $1.63M
|
34.5K
$3.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
17K+ 101.46% |
$1.45M - $1.56M
|
33.7K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.8K+ 311.18% |
$1.44M - $1.55M
|
22.3K
$2.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.9K+ 98.17% |
$1.35M - $1.46M
|
32K
$2.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
14.6K+ 93.06% |
$1.25M - $1.35M
|
30.3K
$2.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
13.8K+ 13.48% |
$1.17M - $1.27M
|
116K
$10.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
12KNew |
$1.02M - $1.1M
|
12K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
11K+ 98.4% |
$939K - $1.01M
|
22.2K
$2.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
11K+ 87.01% |
$935K - $1.01M
|
23.6K
$2.17M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
10.7K+ 99.15% |
$909K - $982K
|
21.4K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.13K+ 95.26% |
$778K - $840K
|
18.7K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
9.02K+ 100.61% |
$769K - $830K
|
18K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.83K+ 96.03% |
$752K - $812K
|
18K
$1.66M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 98.72% |
$715K - $772K
|
16.9K
$1.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.85K+ 125.27% |
$669K - $723K
|
14.1K
$1.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
7.61KNew |
$648K - $700K
|
7.61K
$700K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.35K+ 100.78% |
$627K - $677K
|
14.6K
$1.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.27K+ 100.0% |
$619K - $669K
|
14.5K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
7.05K+ 98.11% |
$601K - $649K
|
14.2K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.98K+ 92.12% |
$594K - $642K
|
14.5K
$1.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6.84K+ 99.1% |
$583K - $629K
|
13.7K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$579K - $625K
|
6.8K
$625K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
6.24K+ 105.47% |
$532K - $575K
|
12.2K
$1.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
6.14K+ 67.81% |
$523K - $565K
|
15.2K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
5.94K+ 67.31% |
$506K - $547K
|
14.8K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
5.9K+ 100.8% |
$503K - $543K
|
11.8K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.78K+ 99.81% |
$492K - $532K
|
11.6K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.72K+ 100.18% |
$487K - $526K
|
11.4K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.36K+ 101.69% |
$457K - $493K
|
10.6K
$978K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.83KNew |
$412K - $444K
|
4.83K
$444K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.7K+ 105.88% |
$400K - $432K
|
9.13K
$840K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.5K+ 85.58% |
$383K - $414K
|
9.76K
$898K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
4.33K+ 170.34% |
$369K - $398K
|
6.86K
$632K
|
|