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 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-23- 4.84% |
$1.76K - $2.16K
|
452
$40K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 0.47% |
$1.91K - $2.35K
|
5.33K
$472K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-27- 3.38% |
$2.06K - $2.54K
|
772
$68.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-27- 0.27% |
$2.06K - $2.54K
|
10K
$888K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-30- 7.69% |
$2.29K - $2.82K
|
360
$31.9K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-31- 19.62% |
$2.37K - $2.92K
|
127
$11.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-31- 0.92% |
$2.37K - $2.92K
|
3.35K
$297K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-31- 0.93% |
$2.37K - $2.92K
|
3.32K
$294K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-31- 4.35% |
$2.37K - $2.92K
|
682
$60.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-31- 13.54% |
$2.37K - $2.92K
|
198
$17.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-32- 0.84% |
$2.45K - $3.01K
|
3.78K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-33- 1.21% |
$2.52K - $3.11K
|
2.71K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-33- 0.38% |
$2.52K - $3.11K
|
8.77K
$777K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-35- 0.06% |
$2.68K - $3.29K
|
59.6K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-35- 24.14% |
$2.68K - $3.29K
|
110
$9.75K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-36- 1.4% |
$2.75K - $3.39K
|
2.53K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-37- 0.38% |
$2.83K - $3.48K
|
9.75K
$864K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-37- 0.78% |
$2.83K - $3.48K
|
4.74K
$420K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-37- 0.63% |
$2.83K - $3.48K
|
5.81K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-39- 0.21% |
$2.98K - $3.67K
|
18.7K
$1.66M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-39- 0.16% |
$2.98K - $3.67K
|
24.9K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-40- 0.99% |
$3.06K - $3.77K
|
4.01K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-43- 4.61% |
$3.29K - $4.05K
|
890
$78.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-44- 44.9% |
$3.36K - $4.14K
|
54
$4.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-45- 0.27% |
$3.44K - $4.24K
|
16.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-48- 0.25% |
$3.67K - $4.52K
|
18.8K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-50- 83.33% |
$3.82K - $4.71K
|
10
$886
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-50- 0.64% |
$3.82K - $4.71K
|
7.81K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-50- 0.43% |
$3.82K - $4.71K
|
11.5K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-52- 0.63% |
$3.97K - $4.89K
|
8.19K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-52- 2.27% |
$3.97K - $4.89K
|
2.24K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-52- 70.27% |
$3.97K - $4.89K
|
22
$1.95K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-53- 0.32% |
$4.05K - $4.99K
|
16.3K
$1.44M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-55- 7.8% |
$4.2K - $5.18K
|
650
$57.6K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-56- 0.29% |
$4.28K - $5.27K
|
19K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-58- 2.25% |
$4.43K - $5.46K
|
2.53K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-58- 25.78% |
$4.43K - $5.46K
|
167
$14.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-60- 15.58% |
$4.59K - $5.65K
|
325
$28.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-60- 8.51% |
$4.59K - $5.65K
|
645
$57.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-63- 1.24% |
$4.82K - $5.93K
|
5.03K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-64- 1.93% |
$4.89K - $6.02K
|
3.25K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-65- 1.93% |
$4.97K - $6.12K
|
3.3K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-66- 8.98% |
$5.05K - $6.21K
|
669
$59.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-70- 1.25% |
$5.35K - $6.59K
|
5.51K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 0.91% |
$5.35K - $6.59K
|
7.59K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.62% |
$5.43K - $6.68K
|
2.64K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 1.12% |
$5.43K - $6.68K
|
6.27K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-71- 1.05% |
$5.43K - $6.68K
|
6.67K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-73- 1.94% |
$5.58K - $6.87K
|
3.7K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-77- 2.18% |
$5.89K - $7.25K
|
3.45K
$306K
|