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 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
489+ 7.65% |
$37.4K - $46K
|
6.88K
$609K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
486+ 3.61% |
$37.1K - $45.7K
|
13.9K
$1.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
483+ 11.78% |
$36.9K - $45.5K
|
4.58K
$406K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
482+ 1.93% |
$36.8K - $45.4K
|
25.4K
$2.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
481+ 6.59% |
$36.8K - $45.3K
|
7.78K
$690K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
481+ 163.05% |
$36.8K - $45.3K
|
776
$68.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
475+ 2.17% |
$36.3K - $44.7K
|
22.4K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
474+ 3.46% |
$36.2K - $44.6K
|
14.2K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
472New |
$36.1K - $44.4K
|
472
$41.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
471+ 6.94% |
$36K - $44.3K
|
7.26K
$643K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
466+ 4.48% |
$35.6K - $43.9K
|
10.9K
$962K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
465+ 2.59% |
$35.5K - $43.8K
|
18.4K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
456+ 5.3% |
$34.9K - $42.9K
|
9.06K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
456+ 1.43% |
$34.9K - $42.9K
|
32.3K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
446+ 1.72% |
$34.1K - $42K
|
26.3K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
444+ 1.44% |
$33.9K - $41.8K
|
31.4K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
443+ 8.27% |
$33.9K - $41.7K
|
5.8K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
438+ 0.55% |
$33.5K - $41.2K
|
79.5K
$7.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
437+ 2.98% |
$33.4K - $41.1K
|
15.1K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
432New |
$33K - $40.7K
|
432
$38.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
429+ 0.45% |
$32.8K - $40.4K
|
96.6K
$8.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
429+ 4.07% |
$32.8K - $40.4K
|
11K
$972K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
429+ 5.5% |
$32.8K - $40.4K
|
8.23K
$729K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
425+ 2.16% |
$32.5K - $40K
|
20.1K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
417+ 3207.69% |
$31.9K - $39.3K
|
430
$38.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
417+ 2.23% |
$31.9K - $39.3K
|
19.1K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
410+ 7.11% |
$31.3K - $38.6K
|
6.17K
$547K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
403+ 3.56% |
$30.8K - $37.9K
|
11.7K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
402+ 14.39% |
$30.7K - $37.8K
|
3.2K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 11.75% |
$30.6K - $37.7K
|
3.8K
$337K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
400+ 6.12% |
$30.6K - $37.7K
|
6.94K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
400+ 0.84% |
$30.6K - $37.7K
|
47.8K
$4.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
395+ 1.8% |
$30.2K - $37.2K
|
22.3K
$1.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
393+ 1.13% |
$30K - $37K
|
35K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
382+ 5.73% |
$29.2K - $36K
|
7.05K
$625K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
370+ 14.88% |
$28.3K - $34.8K
|
2.86K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
367+ 33.67% |
$28.1K - $34.5K
|
1.46K
$129K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
351+ 5.3% |
$26.8K - $33K
|
6.97K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
351+ 0.85% |
$26.8K - $33K
|
41.5K
$3.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
346+ 0.7% |
$26.4K - $32.6K
|
49.5K
$4.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
341+ 20.46% |
$26.1K - $32.1K
|
2.01K
$178K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
341+ 14.07% |
$26.1K - $32.1K
|
2.76K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
339+ 1.08% |
$25.9K - $31.9K
|
31.8K
$2.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
335+ 57.26% |
$25.6K - $31.5K
|
920
$81.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
328+ 5.56% |
$25.1K - $30.9K
|
6.23K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
325+ 6.7% |
$24.8K - $30.6K
|
5.18K
$459K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
323+ 1.83% |
$24.7K - $30.4K
|
17.9K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
323+ 6.83% |
$24.7K - $30.4K
|
5.05K
$448K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
322+ 11.56% |
$24.6K - $30.3K
|
3.11K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
320+ 3.17% |
$24.5K - $30.1K
|
10.4K
$922K
|