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 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
30+ 0.99% |
$2.29K - $2.82K
|
3.07K
$272K
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
27+ 0.14% |
$2.06K - $2.54K
|
18.9K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
25+ 0.09% |
$1.91K - $2.35K
|
28.6K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25+ 0.03% |
$1.91K - $2.35K
|
75K
$6.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25+ 1.86% |
$1.91K - $2.35K
|
1.37K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
25+ 0.85% |
$1.91K - $2.35K
|
2.98K
$264K
|
|
|
Aug 18, 2025
Q2 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
24+ 0.36% |
$1.83K - $2.26K
|
6.67K
$591K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 0.62% |
$1.83K - $2.26K
|
3.87K
$343K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
24+ 0.87% |
$1.83K - $2.26K
|
2.77K
$245K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
23+ 0.4% |
$1.76K - $2.16K
|
5.83K
$516K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
22+ 0.92% |
$1.68K - $2.07K
|
2.42K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.72% |
$1.68K - $2.07K
|
3.09K
$273K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.66% |
$1.61K - $1.98K
|
3.18K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
20+ 0.62% |
$1.53K - $1.88K
|
3.24K
$287K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
19+ 0.07% |
$1.45K - $1.79K
|
29.1K
$2.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
18+ 0.61% |
$1.38K - $1.69K
|
2.97K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
18+ 0.1% |
$1.38K - $1.69K
|
17.5K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 0.61% |
$1.3K - $1.6K
|
2.82K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.24% |
$1.3K - $1.6K
|
7.17K
$635K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
17+ 0.47% |
$1.3K - $1.6K
|
3.65K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
17+ 0.65% |
$1.3K - $1.6K
|
2.63K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.12% |
$1.3K - $1.6K
|
13.8K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16+ 0.13% |
$1.22K - $1.51K
|
12.8K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
16+ 0.31% |
$1.22K - $1.51K
|
5.16K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
15+ 0.61% |
$1.15K - $1.41K
|
2.49K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
15+ 0.44% |
$1.15K - $1.41K
|
3.45K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15+ 0.29% |
$1.15K - $1.41K
|
5.17K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
13+ 0.47% |
$994 - $1.22K
|
2.77K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
13+ 0.52% |
$994 - $1.22K
|
2.49K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.83% |
$994 - $1.22K
|
1.58K
$140K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.51% |
$917 - $1.13K
|
2.38K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 0.38% |
$841 - $1.04K
|
2.91K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
11+ 0.41% |
$841 - $1.04K
|
2.7K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
$841 - $1.04K
|
4.78K
$424K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
11+ 17.19% |
$841 - $1.04K
|
75
$6.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
11+ 0.07% |
$841 - $1.04K
|
14.9K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.08% |
$764 - $941
|
12.3K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9+ 0.4% |
$688 - $847
|
2.25K
$200K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
9+ 0.07% |
$688 - $847
|
13.3K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
9+ 0.15% |
$688 - $847
|
5.96K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.14% |
$688 - $847
|
6.56K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7+ 0.07% |
$535 - $659
|
9.69K
$858K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
7+ 0.09% |
$535 - $659
|
7.74K
$686K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.08% |
$535 - $659
|
9.06K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7+ 12.07% |
$535 - $659
|
65
$5.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
6+ 0.21% |
$459 - $565
|
2.85K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.2% |
$382 - $471
|
2.48K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.19% |
$382 - $471
|
2.62K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 16.67% |
$382 - $471
|
35
$3.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.5% |
$382 - $471
|
1.01K
$89.7K
|