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 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
181+ 5.56% |
$13.8K - $17K
|
3.44K
$305K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
180+ 4.08% |
$13.8K - $16.9K
|
4.59K
$407K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
180+ 5.05% |
$13.8K - $16.9K
|
3.74K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
177+ 5.97% |
$13.5K - $16.7K
|
3.14K
$278K
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
175+ 4.19% |
$13.4K - $16.5K
|
4.36K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
172+ 0.78% |
$13.1K - $16.2K
|
22.4K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
172+ 1.96% |
$13.1K - $16.2K
|
8.95K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
168+ 6.9% |
$12.8K - $15.8K
|
2.6K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
167+ 0.15% |
$12.8K - $15.7K
|
114K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
165+ 1.03% |
$12.6K - $15.5K
|
16.1K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
159+ 2.75% |
$12.2K - $15K
|
5.94K
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
157+ 5.48% |
$12K - $14.8K
|
3.02K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
150+ 2.25% |
$11.5K - $14.1K
|
6.82K
$604K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
148+ 33.87% |
$11.3K - $13.9K
|
585
$51.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
147+ 1.76% |
$11.2K - $13.8K
|
8.49K
$752K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
147+ 2.46% |
$11.2K - $13.8K
|
6.12K
$542K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
142+ 0.41% |
$10.9K - $13.4K
|
34.4K
$3.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
140+ 4.32% |
$10.7K - $13.2K
|
3.38K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
138+ 19.22% |
$10.5K - $13K
|
856
$75.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
138+ 1.76% |
$10.5K - $13K
|
7.97K
$706K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
134+ 0.53% |
$10.2K - $12.6K
|
25.6K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
123New |
$9.4K - $11.6K
|
123
$10.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
123+ 2.74% |
$9.4K - $11.6K
|
4.61K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
119+ 0.44% |
$9.1K - $11.2K
|
27K
$2.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
119New |
$9.1K - $11.2K
|
119
$10.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
117+ 1.65% |
$8.94K - $11K
|
7.21K
$638K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
117+ 0.9% |
$8.94K - $11K
|
13.1K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 2.99% |
$8.87K - $10.9K
|
3.99K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
116+ 2.01% |
$8.87K - $10.9K
|
5.88K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
114+ 0.36% |
$8.71K - $10.7K
|
32K
$2.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
113+ 1.01% |
$8.64K - $10.6K
|
11.3K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
109+ 1.41% |
$8.33K - $10.3K
|
7.84K
$695K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
108+ 1.33% |
$8.26K - $10.2K
|
8.21K
$727K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
105New |
$8.03K - $9.88K
|
105
$9.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
105+ 1.78% |
$8.03K - $9.88K
|
6K
$532K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
104+ 0.64% |
$7.95K - $9.79K
|
16.5K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
102+ 0.22% |
$7.8K - $9.6K
|
47.5K
$4.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
101+ 3.66% |
$7.72K - $9.51K
|
2.86K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
101+ 0.87% |
$7.72K - $9.51K
|
11.7K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
101+ 2.18% |
$7.72K - $9.51K
|
4.73K
$419K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
100+ 2.24% |
$7.64K - $9.41K
|
4.57K
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
100+ 149.25% |
$7.64K - $9.41K
|
167
$14.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
97+ 5.27% |
$7.41K - $9.13K
|
1.94K
$172K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
95+ 3.46% |
$7.26K - $8.94K
|
2.84K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
94+ 22.82% |
$7.19K - $8.85K
|
506
$44.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94+ 19.5% |
$7.19K - $8.85K
|
576
$51K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
93+ 2.32% |
$7.11K - $8.75K
|
4.1K
$363K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
92+ 2.23% |
$7.03K - $8.66K
|
4.22K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
89+ 0.88% |
$6.8K - $8.38K
|
10.2K
$907K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
88+ 1.9% |
$6.73K - $8.28K
|
4.73K
$419K
|