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
|
Cva Family Office, LLC
|
SELL
|
- |
-675- 40.52% |
$51.6K - $63.5K
|
991
$87.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-683- 1.46% |
$52.2K - $64.3K
|
46K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-684- 4.56% |
$52.3K - $64.4K
|
14.3K
$1.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-685- 5.23% |
$52.4K - $64.5K
|
12.4K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-689- 18.37% |
$52.7K - $64.9K
|
3.06K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-690- 16.0% |
$52.7K - $64.9K
|
3.62K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-691- 5.4% |
$52.8K - $65K
|
12.1K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-694- 9.39% |
$53K - $65.3K
|
6.7K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-697- 9.87% |
$53.3K - $65.6K
|
6.37K
$564K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-698- 14.7% |
$53.4K - $65.7K
|
4.05K
$359K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-700- 9.21% |
$53.5K - $65.9K
|
6.9K
$611K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-707- 7.77% |
$54K - $66.5K
|
8.39K
$743K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-715- 2.33% |
$54.7K - $67.3K
|
30K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-715- 2.34% |
$54.7K - $67.3K
|
29.9K
$2.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-718- 4.08% |
$54.9K - $67.6K
|
16.9K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-729- 5.88% |
$55.7K - $68.6K
|
11.7K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-736- 38.68% |
$56.3K - $69.3K
|
1.17K
$103K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-738- 10.55% |
$56.4K - $69.5K
|
6.26K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-739- 11.48% |
$56.5K - $69.6K
|
5.7K
$505K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-750- 16.33% |
$57.3K - $70.6K
|
3.84K
$340K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-752- 20.03% |
$57.5K - $70.8K
|
3K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-753- 15.84% |
$57.6K - $70.9K
|
4K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-764- 10.04% |
$58.4K - $71.9K
|
6.84K
$606K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-765- 13.8% |
$58.5K - $72K
|
4.78K
$423K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-768- 11.23% |
$58.7K - $72.3K
|
6.07K
$538K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-769- 34.83% |
$58.8K - $72.4K
|
1.44K
$127K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-772- 13.06% |
$59K - $72.7K
|
5.14K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-774- 7.49% |
$59.2K - $72.9K
|
9.57K
$848K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-777- 8.87% |
$59.4K - $73.1K
|
7.99K
$708K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-785- 6.51% |
$60K - $73.9K
|
11.3K
$999K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-791- 22.57% |
$60.5K - $74.5K
|
2.71K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-799- 9.37% |
$61.1K - $75.2K
|
7.73K
$685K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-815- 9.91% |
$62.3K - $76.7K
|
7.41K
$656K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-817- 3.31% |
$62.5K - $76.9K
|
23.9K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 15.54% |
$62.6K - $77.1K
|
4.45K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-820- 15.38% |
$62.7K - $77.2K
|
4.51K
$400K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-822- 6.68% |
$62.8K - $77.4K
|
11.5K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-826- 0.97% |
$63.1K - $77.8K
|
84.5K
$7.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-834- 3.53% |
$63.8K - $78.5K
|
22.8K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-834- 9.56% |
$63.8K - $78.5K
|
7.89K
$699K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-852- 11.93% |
$65.1K - $80.2K
|
6.29K
$557K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-854- 2.48% |
$65.3K - $80.4K
|
33.6K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-867- 5.17% |
$66.3K - $81.6K
|
15.9K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-875- 25.42% |
$66.9K - $82.4K
|
2.57K
$227K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-883- 10.41% |
$67.5K - $83.1K
|
7.6K
$674K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-885- 21.01% |
$67.6K - $83.3K
|
3.33K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-890- 7.85% |
$68K - $83.8K
|
10.4K
$925K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-891- 0.46% |
$68.1K - $83.9K
|
194K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 8.49% |
$68.8K - $84.7K
|
9.7K
$859K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-900- 1.08% |
$68.8K - $84.7K
|
82.1K
$7.27M
|