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 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
123New |
$9.4K - $11.6K
|
123
$10.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
119+ 0.44% |
$9.1K - $11.2K
|
27K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 2.99% |
$8.87K - $10.9K
|
3.99K
$341K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
102+ 0.22% |
$7.8K - $9.6K
|
47.5K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
101+ 0.87% |
$7.72K - $9.51K
|
11.7K
$997K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
101+ 3.66% |
$7.72K - $9.51K
|
2.86K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
88+ 1.9% |
$6.73K - $8.28K
|
4.73K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
71New |
$5.43K - $6.68K
|
71
$6.07K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 14.91% |
$5.2K - $6.4K
|
524
$44.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.94% |
$5.05K - $6.21K
|
7.06K
$603K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
62+ 0.55% |
$4.74K - $5.84K
|
11.3K
$966K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
62+ 0.24% |
$4.74K - $5.84K
|
25.8K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
57+ 0.69% |
$4.36K - $5.37K
|
8.36K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
57+ 1.32% |
$4.36K - $5.37K
|
4.39K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 1.67% |
$4.28K - $5.27K
|
3.4K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
52+ 0.97% |
$3.97K - $4.89K
|
5.43K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.81% |
$3.82K - $4.71K
|
2.81K
$240K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
49+ 13.5% |
$3.75K - $4.61K
|
412
$35.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 1.05% |
$3.59K - $4.42K
|
4.5K
$385K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
47+ 0.85% |
$3.59K - $4.42K
|
5.56K
$475K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.85% |
$3.36K - $4.14K
|
5.23K
$447K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42+ 5.02% |
$3.21K - $3.95K
|
878
$75K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
41+ 0.82% |
$3.13K - $3.86K
|
5.05K
$431K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
39+ 0.9% |
$2.98K - $3.67K
|
4.35K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
36+ 0.42% |
$2.75K - $3.39K
|
8.62K
$737K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.2% |
$2.37K - $2.92K
|
15.9K
$1.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 0.68% |
$2.37K - $2.92K
|
4.59K
$392K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
25+ 0.09% |
$1.91K - $2.35K
|
28.6K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 0.62% |
$1.83K - $2.26K
|
3.87K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
23+ 0.4% |
$1.76K - $2.16K
|
5.83K
$498K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.66% |
$1.61K - $1.98K
|
3.18K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
20+ 0.62% |
$1.53K - $1.88K
|
3.24K
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 0.61% |
$1.3K - $1.6K
|
2.82K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16+ 0.13% |
$1.22K - $1.51K
|
12.8K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
13+ 0.52% |
$994 - $1.22K
|
2.49K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
13+ 0.47% |
$994 - $1.22K
|
2.77K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11+ 0.41% |
$841 - $1.04K
|
2.7K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 0.38% |
$841 - $1.04K
|
2.91K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.08% |
$764 - $941
|
12.3K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$688 - $847
|
2.25K
$192K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7+ 0.07% |
$535 - $659
|
9.69K
$828K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.19% |
$382 - $471
|
2.62K
$224K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.2% |
$382 - $471
|
2.48K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4+ 0.03% |
$306 - $377
|
15.7K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.71% |
$306 - $377
|
569
$48.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.16% |
$153 - $188
|
1.28K
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
2+ 1.2% |
$153 - $188
|
169
$14.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.54% |
$153 - $188
|
375
$32.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$153 - $188
|
7.49K
$640K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$76.4 - $94.1
|
872
$74.5K
|