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 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85+ 0.98% |
$6.5K - $8K
|
8.76K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
85+ 2.46% |
$6.5K - $8K
|
3.53K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
83+ 2.37% |
$6.34K - $7.81K
|
3.58K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
83+ 0.35% |
$6.34K - $7.81K
|
23.9K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
74+ 2.91% |
$5.66K - $6.97K
|
2.61K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
71New |
$5.43K - $6.68K
|
71
$6.29K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71+ 244.83% |
$5.43K - $6.68K
|
100
$8.86K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
71+ 1.14% |
$5.43K - $6.68K
|
6.27K
$556K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
70+ 0.31% |
$5.35K - $6.59K
|
23K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
69+ 0.63% |
$5.27K - $6.49K
|
11.1K
$984K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
69+ 1.55% |
$5.27K - $6.49K
|
4.53K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
69New |
$5.27K - $6.49K
|
69
$6.11K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 14.91% |
$5.2K - $6.4K
|
524
$46.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.94% |
$5.05K - $6.21K
|
7.06K
$625K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
65New |
$4.97K - $6.12K
|
65
$5.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
65+ 8.04% |
$4.97K - $6.12K
|
873
$77.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
65+ 0.84% |
$4.97K - $6.12K
|
7.85K
$695K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
62+ 0.24% |
$4.74K - $5.84K
|
25.8K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
62+ 0.55% |
$4.74K - $5.84K
|
11.3K
$1M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 0.83% |
$4.59K - $5.65K
|
7.25K
$643K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 0.88% |
$4.59K - $5.65K
|
6.89K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
57+ 1.32% |
$4.36K - $5.37K
|
4.39K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
57+ 0.69% |
$4.36K - $5.37K
|
8.36K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
57+ 0.82% |
$4.36K - $5.37K
|
7.02K
$622K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 1.67% |
$4.28K - $5.27K
|
3.4K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
56+ 0.79% |
$4.28K - $5.27K
|
7.13K
$632K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
56+ 5.58% |
$4.28K - $5.27K
|
1.06K
$93.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
54+ 0.13% |
$4.13K - $5.08K
|
40.2K
$3.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
52+ 0.97% |
$3.97K - $4.89K
|
5.43K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
50+ 1.81% |
$3.82K - $4.71K
|
2.81K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
50New |
$3.82K - $4.71K
|
50
$4.43K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
49+ 13.5% |
$3.75K - $4.61K
|
412
$36.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
47+ 0.85% |
$3.59K - $4.42K
|
5.56K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 1.05% |
$3.59K - $4.42K
|
4.5K
$399K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
47+ 0.91% |
$3.59K - $4.42K
|
5.21K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
45+ 0.56% |
$3.44K - $4.24K
|
8.15K
$722K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.85% |
$3.36K - $4.14K
|
5.23K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 0.14% |
$3.29K - $4.05K
|
30.2K
$2.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
42+ 5.02% |
$3.21K - $3.95K
|
878
$77.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
41+ 0.82% |
$3.13K - $3.86K
|
5.05K
$447K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
41+ 0.8% |
$3.13K - $3.86K
|
5.14K
$456K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.43% |
$3.06K - $3.77K
|
9.24K
$818K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
39+ 0.9% |
$2.98K - $3.67K
|
4.35K
$385K
|
|
|
Jul 25, 2025
Q2 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
39+ 1.6% |
$2.98K - $3.67K
|
2.47K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
37+ 2.49% |
$2.83K - $3.48K
|
1.52K
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
36+ 0.42% |
$2.75K - $3.39K
|
8.62K
$764K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35+ 42.68% |
$2.68K - $3.29K
|
117
$10.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
34New |
$2.6K - $3.2K
|
34
$3.01K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 0.68% |
$2.37K - $2.92K
|
4.59K
$406K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.2% |
$2.37K - $2.92K
|
15.9K
$1.4M
|