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
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
317+ 8.48% |
$24.2K - $29.8K
|
4.06K
$359K
|
|
|
Aug 13, 2025
Q2 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
314+ 0.41% |
$24K - $29.6K
|
77.3K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
312+ 6.71% |
$23.8K - $29.4K
|
4.96K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
312+ 3.34% |
$23.8K - $29.4K
|
9.66K
$856K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
309+ 9.13% |
$23.6K - $29.1K
|
3.69K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
309+ 12.51% |
$23.6K - $29.1K
|
2.78K
$246K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
305+ 6.43% |
$23.3K - $28.7K
|
5.05K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
303+ 3.28% |
$23.2K - $28.5K
|
9.53K
$844K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
300+ 588.24% |
$22.9K - $28.2K
|
351
$31.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 3.38% |
$22.9K - $28.2K
|
9.19K
$814K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
294+ 214.6% |
$22.5K - $27.7K
|
431
$38.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
291+ 3.04% |
$22.2K - $27.4K
|
9.87K
$875K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
289+ 9.76% |
$22.1K - $27.2K
|
3.25K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
287+ 2.07% |
$21.9K - $27K
|
14.1K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
286+ 6.22% |
$21.9K - $26.9K
|
4.89K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
285+ 2.07% |
$21.8K - $26.8K
|
14.1K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
266+ 19.7% |
$20.3K - $25K
|
1.62K
$143K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
263+ 10.47% |
$20.1K - $24.8K
|
2.78K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
257+ 5.33% |
$19.6K - $24.2K
|
5.08K
$450K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
255+ 3.73% |
$19.5K - $24K
|
7.08K
$628K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
252+ 0.83% |
$19.3K - $23.7K
|
30.6K
$2.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
251+ 3.48% |
$19.2K - $23.6K
|
7.47K
$662K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
246+ 1.0% |
$18.8K - $23.2K
|
24.9K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
244+ 9.39% |
$18.7K - $23K
|
2.84K
$252K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
242+ 4.49% |
$18.5K - $22.8K
|
5.64K
$499K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
240+ 4.31% |
$18.3K - $22.6K
|
5.81K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
234+ 0.97% |
$17.9K - $22K
|
24.4K
$2.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
231+ 9.64% |
$17.7K - $21.7K
|
2.63K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
231+ 0.59% |
$17.7K - $21.7K
|
39.6K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
230+ 2.69% |
$17.6K - $21.6K
|
8.77K
$777K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
229+ 2.78% |
$17.5K - $21.6K
|
8.45K
$749K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
226+ 2.7% |
$17.3K - $21.3K
|
8.61K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
222+ 2.78% |
$17K - $20.9K
|
8.22K
$728K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
216New |
$16.5K - $20.3K
|
216
$19.1K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
214+ 17.36% |
$16.4K - $20.1K
|
1.45K
$128K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
213+ 0.98% |
$16.3K - $20K
|
22.1K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
211+ 0.24% |
$16.1K - $19.9K
|
87.4K
$7.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
209+ 5.03% |
$16K - $19.7K
|
4.37K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
202+ 7.01% |
$15.4K - $19K
|
3.08K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
200+ 2.59% |
$15.3K - $18.8K
|
7.93K
$703K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$15.3K - $18.8K
|
200
$17.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
199+ 0.26% |
$15.2K - $18.7K
|
76.1K
$6.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
198+ 7.86% |
$15.1K - $18.6K
|
2.72K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
196+ 5.22% |
$15K - $18.4K
|
3.95K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
195+ 9.75% |
$14.9K - $18.4K
|
2.2K
$194K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
195+ 4.38% |
$14.9K - $18.4K
|
4.65K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
195+ 1.12% |
$14.9K - $18.4K
|
17.7K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
195+ 8.09% |
$14.9K - $18.4K
|
2.61K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
194+ 4.98% |
$14.8K - $18.3K
|
4.09K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
185+ 3.07% |
$14.1K - $17.4K
|
6.2K
$550K
|