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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 0.91% |
$5.35K - $6.59K
|
7.59K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.62% |
$5.43K - $6.68K
|
2.64K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.12% |
$5.43K - $6.68K
|
6.27K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-71- 1.05% |
$5.43K - $6.68K
|
6.67K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-73- 1.94% |
$5.58K - $6.87K
|
3.7K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-77- 2.18% |
$5.89K - $7.25K
|
3.45K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-78- 0.78% |
$5.96K - $7.34K
|
9.91K
$874K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-79- 0.33% |
$6.04K - $7.44K
|
23.6K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-80- 1.38% |
$6.12K - $7.53K
|
5.71K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-81- 74.31% |
$6.19K - $7.62K
|
28
$2.47K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-84- 2.48% |
$6.42K - $7.91K
|
3.31K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-84- 0.57% |
$6.42K - $7.91K
|
14.7K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 3.43% |
$6.5K - $8K
|
2.39K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-87- 25.74% |
$6.65K - $8.19K
|
251
$22.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-89- 0.03% |
$6.8K - $8.38K
|
353K
$31.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-90- 1.34% |
$6.88K - $8.47K
|
6.63K
$585K
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-91- 0.72% |
$6.96K - $8.57K
|
12.5K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-95- 2.08% |
$7.26K - $8.94K
|
4.47K
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.2% |
$7.34K - $9.04K
|
4.27K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-97- 3.36% |
$7.41K - $9.13K
|
2.79K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-98- 3.24% |
$7.49K - $9.22K
|
2.92K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-98- 0.07% |
$7.49K - $9.22K
|
144K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-99- 43.04% |
$7.57K - $9.32K
|
131
$11.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.6% |
$7.64K - $9.41K
|
16.5K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-100- 11.11% |
$7.64K - $9.41K
|
800
$70.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-100- 1.05% |
$7.64K - $9.41K
|
9.44K
$833K
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-100- 1.77% |
$7.64K - $9.41K
|
5.54K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-103- 0.38% |
$7.87K - $9.7K
|
26.8K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-107- 1.05% |
$8.18K - $10.1K
|
10.1K
$892K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-108- 1.93% |
$8.26K - $10.2K
|
5.49K
$485K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-108- 67.92% |
$8.26K - $10.2K
|
51
$4.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-110- 1.97% |
$8.41K - $10.4K
|
5.48K
$483K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-112- 0.38% |
$8.56K - $10.5K
|
29K
$2.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-112- 2.74% |
$8.56K - $10.5K
|
3.97K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-113- 12.1% |
$8.64K - $10.6K
|
821
$72.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-115- 3.47% |
$8.79K - $10.8K
|
3.2K
$282K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-115- 60.53% |
$8.79K - $10.8K
|
75
$6.62K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-116- 3.23% |
$8.87K - $10.9K
|
3.48K
$307K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-117- 1.42% |
$8.94K - $11K
|
8.13K
$717K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-120- 0.66% |
$9.17K - $11.3K
|
18.1K
$1.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-121- 1.58% |
$9.25K - $11.4K
|
7.53K
$665K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-122- 3.41% |
$9.33K - $11.5K
|
3.46K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-122- 4.29% |
$9.33K - $11.5K
|
2.72K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
SELL
|
- |
-124- 0.6% |
$9.48K - $11.7K
|
20.5K
$1.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-125- 2.76% |
$9.56K - $11.8K
|
4.41K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-125- 4.42% |
$9.56K - $11.8K
|
2.7K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-126- 2.26% |
$9.63K - $11.9K
|
5.44K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-126- 2.2% |
$9.63K - $11.9K
|
5.61K
$495K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-128- 0.65% |
$9.78K - $12K
|
19.5K
$1.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-129- 4.87% |
$9.86K - $12.1K
|
2.52K
$222K
|