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 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-7.66K- 34.89% |
$585K - $721K
|
14.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.94K- 16.74% |
$607K - $747K
|
39.5K
$3.48M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.98K- 17.24% |
$610K - $751K
|
38.3K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.27K- 2.35% |
$632K - $779K
|
344K
$30.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.67K- 1.88% |
$662K - $816K
|
453K
$40M
|
|
|
Aug 14, 2025
Q2 2025
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-8.7K- 4.12% |
$665K - $819K
|
202K
$17.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-8.77K- 36.64% |
$670K - $825K
|
15.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 8.19% |
$684K - $842K
|
100K
$8.85M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.1K- 40.04% |
$696K - $857K
|
13.6K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.16K- 75.65% |
$700K - $863K
|
2.95K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.18K- 20.67% |
$702K - $864K
|
35.2K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.24K- 3.85% |
$706K - $870K
|
231K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.28K- 1.31% |
$710K - $874K
|
702K
$61.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-9.41K- 33.64% |
$719K - $886K
|
18.6K
$1.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-9.49K- 65.12% |
$725K - $893K
|
5.08K
$449K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.54K- 17.73% |
$729K - $898K
|
44.3K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.57K- 4.47% |
$732K - $901K
|
204K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-9.79K- 2.45% |
$748K - $921K
|
390K
$34.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-10.2K- 67.92% |
$778K - $958K
|
4.81K
$424K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10.3K- 8.43% |
$784K - $966K
|
111K
$9.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.4K- 31.87% |
$796K - $980K
|
22.3K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-10.4K- 98.58% |
$797K - $981K
|
150
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-10.6K- 18.59% |
$811K - $999K
|
46.5K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-10.6K- 58.58% |
$812K - $1M
|
7.52K
$663K
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.8K- 22.35% |
$826K - $1.02M
|
37.6K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-10.9K- 58.58% |
$837K - $1.03M
|
7.74K
$683K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-11K- 39.71% |
$841K - $1.04M
|
16.7K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 24.62% |
$846K - $1.04M
|
33.9K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.1K- 46.96% |
$852K - $1.05M
|
12.6K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
SELL
|
- |
-11.2K- 37.38% |
$853K - $1.05M
|
18.7K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 56.75% |
$854K - $1.05M
|
8.51K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-11.3K- 63.36% |
$864K - $1.06M
|
6.54K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.7K- 8.39% |
$896K - $1.1M
|
128K
$11.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-11.9K- 53.35% |
$909K - $1.12M
|
10.4K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-12K- 96.79% |
$919K - $1.13M
|
399
$35.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12.2K- 39.66% |
$933K - $1.15M
|
18.6K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-12.3K- 7.86% |
$943K - $1.16M
|
145K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 15.42% |
$981K - $1.21M
|
70.4K
$6.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.9K- 22.64% |
$986K - $1.21M
|
44.1K
$3.89M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-13K- 52.09% |
$995K - $1.22M
|
12K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.2K- 14.59% |
$1.01M - $1.24M
|
77.3K
$6.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 22.93% |
$1.05M - $1.29M
|
46.1K
$4.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-14.2K- 10.55% |
$1.08M - $1.33M
|
120K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.2K- 16.94% |
$1.09M - $1.34M
|
69.7K
$6.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.4K- 48.03% |
$1.1M - $1.35M
|
15.5K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-14.4K- 5.0% |
$1.1M - $1.36M
|
274K
$24.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-15K- 52.74% |
$1.14M - $1.41M
|
13.4K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-15K- 2.68% |
$1.15M - $1.41M
|
545K
$48.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-15.6K- 41.08% |
$1.19M - $1.47M
|
22.4K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-15.8K- 19.31% |
$1.21M - $1.49M
|
66K
$5.83M
|