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 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-324- 15.44% |
$24.8K - $30.5K
|
1.78K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-324- 10.03% |
$24.8K - $30.5K
|
2.91K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 6.66% |
$25K - $30.8K
|
4.58K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-327- 9.71% |
$25K - $30.8K
|
3.04K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-342- 4.91% |
$26.1K - $32.2K
|
6.63K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-342- 12.38% |
$26.1K - $32.2K
|
2.42K
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-345- 0.59% |
$26.4K - $32.5K
|
58.5K
$5.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-347- 4.29% |
$26.5K - $32.7K
|
7.74K
$686K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-350- 28.0% |
$26.8K - $32.9K
|
900
$79.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-356- 2.11% |
$27.2K - $33.5K
|
16.5K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-357- 0.78% |
$27.3K - $33.6K
|
45.5K
$4.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-362- 92.82% |
$27.7K - $34.1K
|
28
$2.48K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-362- 76.86% |
$27.7K - $34.1K
|
109
$9.66K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-364- 6.47% |
$27.8K - $34.3K
|
5.26K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-368- 25.03% |
$28.1K - $34.6K
|
1.1K
$97.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-369- 15.56% |
$28.2K - $34.7K
|
2K
$177K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-373- 11.84% |
$28.5K - $35.1K
|
2.78K
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-374- 0.94% |
$28.6K - $35.2K
|
39.4K
$3.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-377- 8.51% |
$28.8K - $35.5K
|
4.05K
$359K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-379- 14.42% |
$29K - $35.7K
|
2.25K
$199K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-379- 7.93% |
$29K - $35.7K
|
4.4K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-382- 8.84% |
$29.2K - $36K
|
3.94K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-390- 12.04% |
$29.8K - $36.7K
|
2.85K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-391- 1.85% |
$29.9K - $36.8K
|
20.8K
$1.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-400- 21.15% |
$30.6K - $37.7K
|
1.49K
$132K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-400- 1.48% |
$30.6K - $37.7K
|
26.6K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 13.54% |
$30.6K - $37.7K
|
2.56K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-408- 14.28% |
$31.2K - $38.4K
|
2.45K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-408- 1.17% |
$31.2K - $38.4K
|
34.5K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-410- 10.74% |
$31.3K - $38.6K
|
3.41K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-411- 4.74% |
$31.4K - $38.7K
|
8.27K
$732K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-414- 6.61% |
$31.6K - $39K
|
5.85K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-414- 28.57% |
$31.6K - $39K
|
1.04K
$91.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-415- 2.92% |
$31.7K - $39.1K
|
13.8K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-417- 5.33% |
$31.9K - $39.3K
|
7.41K
$657K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-417- 47.6% |
$31.9K - $39.3K
|
459
$40.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-421- 5.98% |
$32.2K - $39.6K
|
6.62K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-424- 10.1% |
$32.4K - $39.9K
|
3.78K
$335K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-425- 70.83% |
$32.5K - $40K
|
175
$15.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-426- 2.96% |
$32.6K - $40.1K
|
14K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-428- 4.41% |
$32.7K - $40.3K
|
9.27K
$821K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-429- 2.92% |
$32.8K - $40.4K
|
14.3K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-429- 0.16% |
$32.8K - $40.4K
|
273K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-430- 0.67% |
$32.9K - $40.5K
|
63.9K
$5.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-434- 1.52% |
$33.2K - $40.9K
|
28.1K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-435- 8.72% |
$33.3K - $40.9K
|
4.56K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-437- 13.28% |
$33.4K - $41.1K
|
2.85K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-440- 0.29% |
$33.6K - $41.4K
|
149K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-441- 7.57% |
$33.7K - $41.5K
|
5.38K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-444- 13.93% |
$33.9K - $41.8K
|
2.74K
$243K
|