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 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
54.3K+ 83.13% |
$4.15M - $5.11M
|
120K
$10.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
51KNew |
$3.9M - $4.8M
|
51K
$4.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
49.9K+ 379.75% |
$3.82M - $4.7M
|
63.1K
$5.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.2K+ 30.73% |
$3.76M - $4.63M
|
209K
$18.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
45.6K+ 36.06% |
$3.48M - $4.29M
|
172K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
43.5KNew |
$3.33M - $4.09M
|
43.5K
$3.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
43.4K+ 8.93% |
$3.32M - $4.09M
|
530K
$46.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
43K+ 46283.87% |
$3.29M - $4.05M
|
43.1K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.9K+ 21.57% |
$3.2M - $3.94M
|
236K
$20.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.3KNew |
$3.16M - $3.89M
|
41.3K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
41.1K+ 678.89% |
$3.14M - $3.87M
|
47.2K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 10.72% |
$3.01M - $3.71M
|
407K
$36.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
39K+ 79.93% |
$2.98M - $3.67M
|
87.9K
$7.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
39KNew |
$2.98M - $3.67M
|
39K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.5K+ 162.94% |
$2.94M - $3.62M
|
62.1K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
38.4KNew |
$2.94M - $3.61M
|
38.4K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.6K+ 6.66% |
$2.88M - $3.54M
|
602K
$53.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
37KNew |
$2.83M - $3.48M
|
37K
$3.27M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
35.2KNew |
$2.69M - $3.32M
|
35.2K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
35.2KNew |
$2.69M - $3.31M
|
35.2K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
35K+ 44.9% |
$2.68M - $3.3M
|
113K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
34.3KNew |
$2.62M - $3.23M
|
34.3K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
34.2KNew |
$2.61M - $3.22M
|
34.2K
$3.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
32.8K+ 202.05% |
$2.51M - $3.09M
|
49K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
32.6KNew |
$2.49M - $3.07M
|
32.6K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
31.8KNew |
$2.43M - $2.99M
|
31.8K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
31.6K+ 11.48% |
$2.42M - $2.98M
|
307K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
31.5K+ 23.52% |
$2.4M - $2.96M
|
165K
$14.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
31.3KNew |
$2.39M - $2.95M
|
31.3K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
30.7KNew |
$2.35M - $2.89M
|
30.7K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
30.2KNew |
$2.31M - $2.85M
|
30.2K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
30KNew |
$2.29M - $2.82M
|
30K
$2.66M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
29.9K+ 23.02% |
$2.28M - $2.81M
|
160K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
29.8K+ 36.19% |
$2.28M - $2.81M
|
112K
$9.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
29.6K+ 15.9% |
$2.26M - $2.79M
|
216K
$19.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.5KNew |
$2.26M - $2.78M
|
29.5K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
29.1KNew |
$2.22M - $2.74M
|
29.1K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
28.5KNew |
$2.18M - $2.68M
|
28.5K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28.2KNew |
$2.16M - $2.66M
|
28.2K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
26.1K+ 46.11% |
$1.99M - $2.46M
|
82.7K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.8K+ 10.28% |
$1.97M - $2.43M
|
277K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
25.6KNew |
$1.95M - $2.41M
|
25.6K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
25.3KNew |
$1.94M - $2.38M
|
25.3K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25.2KNew |
$1.93M - $2.37M
|
25.2K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
24.1K+ 310.28% |
$1.84M - $2.27M
|
31.9K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.6K+ 7.45% |
$1.8M - $2.22M
|
340K
$30.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
23.6K+ 16.15% |
$1.8M - $2.22M
|
170K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
23.5K+ 57.05% |
$1.8M - $2.22M
|
64.8K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
22.5KNew |
$1.72M - $2.11M
|
22.5K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.2K+ 4.35% |
$1.69M - $2.09M
|
532K
$47.2M
|