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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
525+ 3.33% |
$40.1K - $49.4K
|
16.3K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
521+ 6.09% |
$39.8K - $49K
|
9.08K
$775K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
510+ 1.13% |
$39K - $48K
|
45.5K
$3.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
482+ 1.93% |
$36.8K - $45.4K
|
25.4K
$2.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
475+ 2.17% |
$36.3K - $44.7K
|
22.4K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
429+ 0.45% |
$32.8K - $40.4K
|
96.6K
$8.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
425+ 2.16% |
$32.5K - $40K
|
20.1K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
402+ 14.39% |
$30.7K - $37.8K
|
3.2K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
367+ 33.67% |
$28.1K - $34.5K
|
1.46K
$124K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
325+ 6.7% |
$24.8K - $30.6K
|
5.18K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
303+ 3.28% |
$23.2K - $28.5K
|
9.53K
$814K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
289+ 9.76% |
$22.1K - $27.2K
|
3.25K
$278K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
285+ 2.07% |
$21.8K - $26.8K
|
14.1K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
266+ 19.7% |
$20.3K - $25K
|
1.62K
$138K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
263+ 10.47% |
$20.1K - $24.8K
|
2.78K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
226+ 2.7% |
$17.3K - $21.3K
|
8.61K
$735K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
177+ 5.97% |
$13.5K - $16.7K
|
3.14K
$268K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
140+ 4.32% |
$10.7K - $13.2K
|
3.38K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
138+ 19.22% |
$10.5K - $13K
|
856
$73.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
134+ 0.53% |
$10.2K - $12.6K
|
25.6K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
101+ 3.66% |
$7.72K - $9.51K
|
2.86K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
71New |
$5.43K - $6.68K
|
71
$6.06K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
68+ 14.91% |
$5.2K - $6.4K
|
524
$44.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
57+ 1.32% |
$4.36K - $5.37K
|
4.39K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 1.67% |
$4.28K - $5.27K
|
3.4K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
49+ 13.5% |
$3.75K - $4.61K
|
412
$35.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
47+ 0.85% |
$3.59K - $4.42K
|
5.56K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
47+ 1.05% |
$3.59K - $4.42K
|
4.5K
$385K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.85% |
$3.36K - $4.14K
|
5.23K
$446K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 0.68% |
$2.37K - $2.92K
|
4.59K
$392K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24+ 0.62% |
$1.83K - $2.26K
|
3.87K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
23+ 0.4% |
$1.76K - $2.16K
|
5.83K
$498K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.66% |
$1.61K - $1.98K
|
3.18K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
20+ 0.62% |
$1.53K - $1.88K
|
3.24K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 0.61% |
$1.3K - $1.6K
|
2.82K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
16+ 0.13% |
$1.22K - $1.51K
|
12.8K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 0.08% |
$764 - $941
|
12.3K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
5+ 0.2% |
$382 - $471
|
2.48K
$212K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.19% |
$382 - $471
|
2.62K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4+ 0.71% |
$306 - $377
|
569
$48.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$153 - $188
|
7.49K
$639K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5- 0.41% |
$382 - $471
|
1.21K
$103K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-5- 0.03% |
$382 - $471
|
15.7K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-9- 0.18% |
$688 - $847
|
5.12K
$437K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-10- 0.29% |
$764 - $941
|
3.47K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-31- 0.92% |
$2.37K - $2.92K
|
3.35K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-31- 19.62% |
$2.37K - $2.92K
|
127
$10.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-33- 1.21% |
$2.52K - $3.11K
|
2.71K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-36- 1.4% |
$2.75K - $3.39K
|
2.53K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-37- 0.38% |
$2.83K - $3.48K
|
9.75K
$833K
|