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 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-218- 1.89% |
$16.7K - $20.5K
|
11.3K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-219- 78.78% |
$16.7K - $20.6K
|
59
$5.23K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-220- 8.17% |
$16.8K - $20.7K
|
2.47K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-223- 2.58% |
$17K - $21K
|
8.43K
$747K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-228- 1.17% |
$17.4K - $21.5K
|
19.2K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-229- 35.29% |
$17.5K - $21.6K
|
420
$37.2K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-230- 3.36% |
$17.6K - $21.6K
|
6.61K
$586K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-234- 3.83% |
$17.9K - $22K
|
5.87K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-234- 1.28% |
$17.9K - $22K
|
18K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-235- 7.78% |
$18K - $22.1K
|
2.79K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-236- 7.18% |
$18K - $22.2K
|
3.05K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-237- 5.03% |
$18.1K - $22.3K
|
4.47K
$396K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-240- 8.95% |
$18.3K - $22.6K
|
2.44K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-241- 0.57% |
$18.4K - $22.7K
|
41.8K
$3.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-245- 4.1% |
$18.7K - $23.1K
|
5.74K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-245- 1.62% |
$18.7K - $23.1K
|
14.9K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-246- 53.71% |
$18.8K - $23.2K
|
212
$18.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-247- 8.0% |
$18.9K - $23.3K
|
2.84K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-247- 8.89% |
$18.9K - $23.3K
|
2.53K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-250- 4.46% |
$19.1K - $23.5K
|
5.35K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-250- 4.17% |
$19.1K - $23.5K
|
5.75K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-254- 2.52% |
$19.4K - $23.9K
|
9.82K
$870K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-255- 2.36% |
$19.5K - $24K
|
10.5K
$933K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-256- 4.02% |
$19.6K - $24.1K
|
6.12K
$542K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-267- 15.31% |
$20.4K - $25.1K
|
1.48K
$131K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-269- 2.43% |
$20.6K - $25.3K
|
10.8K
$956K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-274- 8.32% |
$20.9K - $25.8K
|
3.02K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-275- 1.94% |
$21K - $25.9K
|
13.9K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
SELL
|
- |
-275- 13.43% |
$21K - $25.9K
|
1.77K
$157K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-275- 0.9% |
$21K - $25.9K
|
30.2K
$2.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 9.96% |
$21.6K - $26.6K
|
2.56K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-283- 9.49% |
$21.6K - $26.6K
|
2.7K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-285- 3.75% |
$21.8K - $26.8K
|
7.31K
$647K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-292- 3.48% |
$22.3K - $27.5K
|
8.11K
$718K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-293- 5.59% |
$22.4K - $27.6K
|
4.94K
$438K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-297- 6.87% |
$22.7K - $28K
|
4.03K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-304- 67.86% |
$23.2K - $28.6K
|
144
$12.8K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-306- 1.21% |
$23.4K - $28.8K
|
25K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-307- 5.4% |
$23.5K - $28.9K
|
5.38K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-309- 1.33% |
$23.6K - $29.1K
|
23K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-310- 5.1% |
$23.7K - $29.2K
|
5.77K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-310- 0.08% |
$23.7K - $29.2K
|
390K
$34.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-311- 9.17% |
$23.8K - $29.3K
|
3.08K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-314- 9.96% |
$24K - $29.6K
|
2.84K
$252K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-316- 8.87% |
$24.2K - $29.7K
|
3.25K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-318- 8.15% |
$24.3K - $29.9K
|
3.58K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-320- 0.61% |
$24.5K - $30.1K
|
52.6K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-320- 3.49% |
$24.5K - $30.1K
|
8.84K
$783K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-321- 0.72% |
$24.5K - $30.2K
|
44.1K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-321- 5.62% |
$24.5K - $30.2K
|
5.39K
$478K
|