Purchases and Sales Made in Q2 2025 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 2025. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| 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
$19.1B
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
287K+ 25481.54% |
$22M - $27M
|
288K
$24.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
112K+ 715.62% |
$8.55M - $10.5M
|
128K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93.4KNew |
$7.14M - $8.79M
|
93.4K
$7.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
88.1K+ 358.5% |
$6.74M - $8.3M
|
113K
$9.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
81K+ 223.77% |
$6.2M - $7.63M
|
117K
$10M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
43K+ 46283.87% |
$3.29M - $4.05M
|
43.1K
$3.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
35K+ 44.9% |
$2.68M - $3.3M
|
113K
$9.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.35M - $2.89M
|
30.7K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30.2KNew |
$2.31M - $2.85M
|
30.2K
$2.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
29.8K+ 36.19% |
$2.28M - $2.81M
|
112K
$9.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
22.2K+ 378.62% |
$1.69M - $2.09M
|
28K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
20.5KNew |
$1.57M - $1.93M
|
20.5K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 34.51% |
$1.48M - $1.83M
|
75.6K
$6.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
16K+ 41.03% |
$1.23M - $1.51M
|
55.1K
$4.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.5K+ 294.3% |
$1.18M - $1.46M
|
20.8K
$1.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
15.5KNew |
$1.18M - $1.46M
|
15.5K
$1.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.41M
|
15K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
14.6K+ 11.66% |
$1.12M - $1.38M
|
140K
$12M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
13.3KNew |
$1.02M - $1.26M
|
13.3K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
13.3K+ 10.76% |
$1.01M - $1.25M
|
136K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 24.64% |
$1.01M - $1.24M
|
66.7K
$5.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 350.66% |
$959K - $1.18M
|
16.1K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
12.1K+ 30.53% |
$929K - $1.14M
|
51.9K
$4.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.4KNew |
$870K - $1.07M
|
11.4K
$973K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11K+ 9.17% |
$839K - $1.03M
|
131K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
9.14K+ 22.57% |
$699K - $861K
|
49.6K
$4.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.74K+ 105.3% |
$668K - $822K
|
17K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.88KNew |
$603K - $742K
|
7.88K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.49KNew |
$573K - $705K
|
7.49K
$640K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.16KNew |
$547K - $674K
|
7.16K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7KNew |
$535K - $659K
|
7K
$598K
|
|
|
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
$9.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
6.04K+ 9.62% |
$461K - $568K
|
68.7K
$5.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.87K+ 6.53% |
$449K - $552K
|
95.7K
$8.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.8K+ 161.93% |
$443K - $546K
|
9.38K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.71KNew |
$437K - $538K
|
5.71K
$488K
|
|
|
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
$7.2M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.45K+ 11.32% |
$417K - $513K
|
53.6K
$4.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
5.34K+ 12.46% |
$408K - $503K
|
48.2K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.19K+ 7.91% |
$397K - $489K
|
70.8K
$6.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.16K+ 76.62% |
$394K - $485K
|
11.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
5.03K+ 24.95% |
$384K - $473K
|
25.2K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.97K+ 88.71% |
$380K - $468K
|
10.6K
$904K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.79KNew |
$366K - $451K
|
4.79K
$410K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.73KNew |
$362K - $445K
|
4.73K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.3K+ 55.06% |
$328K - $404K
|
12.1K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.25K+ 53.07% |
$325K - $400K
|
12.3K
$1.05M
|