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 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-448- 5.18% |
$34.2K - $42.2K
|
8.21K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-450- 49.23% |
$34.4K - $42.4K
|
464
$41.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-456- 5.84% |
$34.9K - $42.9K
|
7.35K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-459- 6.82% |
$35.1K - $43.2K
|
6.27K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-462- 2.85% |
$35.3K - $43.5K
|
15.7K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-468- 4.44% |
$35.8K - $44.1K
|
10.1K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-469- 12.88% |
$35.9K - $44.1K
|
3.17K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-475- 9.09% |
$36.3K - $44.7K
|
4.75K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-481- 6.83% |
$36.8K - $45.3K
|
6.56K
$581K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-493- 8.01% |
$37.7K - $46.4K
|
5.66K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-496- 6.28% |
$37.9K - $46.7K
|
7.4K
$656K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-500- 32.83% |
$38.2K - $47.1K
|
1.02K
$90.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-500- 1.26% |
$38.2K - $47.1K
|
39.1K
$3.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-501- 12.52% |
$38.3K - $47.2K
|
3.5K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-507- 2.9% |
$38.8K - $47.7K
|
17K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-509- 0.67% |
$38.9K - $47.9K
|
76K
$6.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-519- 16.57% |
$39.7K - $48.9K
|
2.61K
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-521- 5.5% |
$39.8K - $49K
|
8.95K
$793K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-526- 5.37% |
$40.2K - $49.5K
|
9.28K
$822K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-531- 15.72% |
$40.6K - $50K
|
2.85K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-531- 7.83% |
$40.6K - $50K
|
6.25K
$554K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-534- 3.98% |
$40.8K - $50.3K
|
12.9K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-536- 4.76% |
$41K - $50.5K
|
10.7K
$949K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-539- 4.94% |
$41.2K - $50.7K
|
10.4K
$920K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-540- 7.89% |
$41.3K - $50.8K
|
6.3K
$558K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-546- 3.27% |
$41.7K - $51.4K
|
16.2K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-547- 1.88% |
$41.8K - $51.5K
|
28.5K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-547- 2.93% |
$41.8K - $51.5K
|
18.1K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-548- 9.89% |
$41.9K - $51.6K
|
4.99K
$442K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-550- 25.58% |
$42K - $51.8K
|
1.6K
$142K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-550- 13.39% |
$42K - $51.8K
|
3.56K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-565- 43.76% |
$43.2K - $53.2K
|
726
$64.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-567- 6.07% |
$43.3K - $53.4K
|
8.78K
$777K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-567- 7.45% |
$43.3K - $53.4K
|
7.04K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-570- 9.69% |
$43.6K - $53.7K
|
5.31K
$470K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-575- 10.76% |
$44K - $54.1K
|
4.77K
$423K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-580- 11.76% |
$44.3K - $54.6K
|
4.35K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-580- 2.59% |
$44.3K - $54.6K
|
21.8K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-583- 8.39% |
$44.6K - $54.9K
|
6.37K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-583- 18.45% |
$44.6K - $54.9K
|
2.58K
$228K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-600- 19.72% |
$45.9K - $56.5K
|
2.44K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-604- 59.68% |
$46.2K - $56.9K
|
408
$36.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-617- 1.99% |
$47.2K - $58.1K
|
30.3K
$2.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-625- 1.03% |
$47.8K - $58.8K
|
60.2K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-629- 2.34% |
$48.1K - $59.2K
|
26.3K
$2.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-631- 0.61% |
$48.2K - $59.4K
|
103K
$9.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-632- 14.97% |
$48.3K - $59.5K
|
3.59K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-632- 0.7% |
$48.3K - $59.5K
|
89.7K
$7.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-646- 6.04% |
$49.4K - $60.8K
|
10.1K
$891K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-654- 2.77% |
$50K - $61.6K
|
22.9K
$2.03M
|