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 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-129- 2.55% |
$9.86K - $12.1K
|
4.93K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-131- 2.25% |
$10K - $12.3K
|
5.68K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-131- 5.9% |
$10K - $12.3K
|
2.09K
$184K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-132- 1.53% |
$10.1K - $12.4K
|
8.49K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-134- 40.24% |
$10.2K - $12.6K
|
199
$17.6K
|
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
SELL
|
- |
-135- 0.61% |
$10.3K - $12.7K
|
22K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-137- 3.04% |
$10.5K - $12.9K
|
4.38K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-139- 0.45% |
$10.6K - $13.1K
|
30.5K
$2.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-140- 2.18% |
$10.7K - $13.2K
|
6.29K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-140- 2.61% |
$10.7K - $13.2K
|
5.22K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-140- 5.15% |
$10.7K - $13.2K
|
2.58K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-142- 0.74% |
$10.9K - $13.4K
|
18.9K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-144- 23.68% |
$11K - $13.6K
|
464
$40.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-144- 1.88% |
$11K - $13.6K
|
7.51K
$663K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-146- 2.48% |
$11.2K - $13.7K
|
5.74K
$506K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.34% |
$11.3K - $13.9K
|
2.62K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-150- 5.61% |
$11.5K - $14.1K
|
2.52K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-150- 2.41% |
$11.5K - $14.1K
|
6.07K
$535K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-151- 0.14% |
$11.5K - $14.2K
|
105K
$9.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-151- 17.4% |
$11.5K - $14.2K
|
717
$63.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-153- 1.04% |
$11.7K - $14.4K
|
14.6K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-153- 62.7% |
$11.7K - $14.4K
|
91
$8.03K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-154- 0.27% |
$11.8K - $14.5K
|
57.3K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-154- 2.28% |
$11.8K - $14.5K
|
6.6K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-157- 2.38% |
$12K - $14.8K
|
6.45K
$569K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-158- 1.6% |
$12.1K - $14.9K
|
9.71K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-159- 4.6% |
$12.2K - $15K
|
3.3K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-160- 1.51% |
$12.2K - $15.1K
|
10.5K
$923K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-164- 15.75% |
$12.5K - $15.4K
|
877
$77.4K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-171- 1.22% |
$13.1K - $16.1K
|
13.9K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-172- 2.27% |
$13.1K - $16.2K
|
7.41K
$654K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-172- 1.76% |
$13.1K - $16.2K
|
9.63K
$849K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-173- 36.89% |
$13.2K - $16.3K
|
296
$26.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-177- 0.38% |
$13.5K - $16.7K
|
47K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-177- 25.04% |
$13.5K - $16.7K
|
530
$46.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-177- 1.7% |
$13.5K - $16.7K
|
10.2K
$902K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-179- 4.1% |
$13.7K - $16.8K
|
4.19K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-180- 4.29% |
$13.8K - $16.9K
|
4.02K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-184- 6.15% |
$14.1K - $17.3K
|
2.81K
$248K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-187- 3.88% |
$14.3K - $17.6K
|
4.64K
$409K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-190- 5.52% |
$14.5K - $17.9K
|
3.25K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-190- 6.53% |
$14.5K - $17.9K
|
2.72K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-194- 4.08% |
$14.8K - $18.3K
|
4.57K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-194- 2.77% |
$14.8K - $18.3K
|
6.81K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-198- 4.03% |
$15.1K - $18.6K
|
4.72K
$416K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-199- 0.93% |
$15.2K - $18.7K
|
21.1K
$1.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.53% |
$15.3K - $18.8K
|
12.9K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 6.33% |
$15.3K - $18.8K
|
2.96K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-200- 2.01% |
$15.3K - $18.8K
|
9.78K
$862K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-200- 1.55% |
$15.3K - $18.8K
|
12.7K
$1.12M
|