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
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.94K+ 46.46% |
$225K - $277K
|
9.27K
$792K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.9K+ 43.15% |
$222K - $273K
|
9.63K
$823K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$209K - $257K
|
2.73K
$233K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.63KNew |
$201K - $248K
|
2.63K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.49K+ 71.29% |
$190K - $234K
|
5.97K
$511K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.43KNew |
$186K - $229K
|
2.43K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.3K+ 5.5% |
$175K - $216K
|
44.1K
$3.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.11KNew |
$162K - $199K
|
2.11K
$181K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.1K+ 19.91% |
$160K - $197K
|
12.6K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
2.09K+ 11.1% |
$160K - $197K
|
20.9K
$1.79M
|
|
|
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
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.96K+ 5.33% |
$150K - $185K
|
38.8K
$3.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.88K+ 1.96% |
$144K - $177K
|
97.9K
$8.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 16.49% |
$142K - $175K
|
13.1K
$1.12M
|
|
|
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 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.49K+ 66.46% |
$114K - $140K
|
3.73K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.46K+ 2.62% |
$111K - $137K
|
57K
$4.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.44K+ 15.73% |
$110K - $135K
|
10.6K
$905K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.44K+ 10.62% |
$110K - $135K
|
15K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.22K+ 3.49% |
$93.1K - $115K
|
36.1K
$3.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.2K+ 5.51% |
$91.8K - $113K
|
23K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 35.57% |
$91.4K - $113K
|
4.56K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 6.83% |
$91.1K - $112K
|
18.6K
$1.59M
|
|
|
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 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.08K+ 5.09% |
$82.3K - $101K
|
22.2K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.04K+ 8.51% |
$79.3K - $97.6K
|
13.2K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 5.68% |
$77.4K - $95.3K
|
18.8K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.01K+ 3.84% |
$77.3K - $95.2K
|
27.3K
$2.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 16.37% |
$76.4K - $94.1K
|
7.11K
$607K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
PUT |
1KNew |
$76.4K - $94.1K
|
1K
$85.5K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
985+ 1.06% |
$75.3K - $92.7K
|
94.3K
$8.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
984+ 4.44% |
$75.2K - $92.6K
|
23.1K
$1.98M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
962+ 5.44% |
$73.5K - $90.6K
|
18.7K
$1.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
955+ 2.78% |
$73K - $89.9K
|
35.3K
$3.01M
|
|
|
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 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
905+ 1.89% |
$69.2K - $85.2K
|
48.9K
$4.18M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
807+ 12.06% |
$61.7K - $76K
|
7.5K
$641K
|
|
|
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 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
707+ 6.17% |
$54K - $66.5K
|
12.2K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
702+ 3.74% |
$53.7K - $66.1K
|
19.5K
$1.66M
|
|
|
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 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
674+ 6.98% |
$51.5K - $63.4K
|
10.3K
$883K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
674+ 1.66% |
$51.5K - $63.4K
|
41.2K
$3.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
663+ 5.18% |
$50.7K - $62.4K
|
13.5K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
651+ 126.9% |
$49.8K - $61.3K
|
1.16K
$99.5K
|