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 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-902- 9.67% |
$68.9K - $84.9K
|
8.43K
$747K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-905- 9.51% |
$69.2K - $85.2K
|
8.61K
$763K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-909- 1.52% |
$69.5K - $85.6K
|
59.1K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-915- 56.31% |
$69.9K - $86.1K
|
710
$62.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-917- 3.96% |
$70.1K - $86.3K
|
22.2K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-960- 1.68% |
$73.4K - $90.4K
|
56K
$4.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-960- 6.82% |
$73.4K - $90.4K
|
13.1K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-964- 3.04% |
$73.7K - $90.7K
|
30.7K
$2.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-966- 4.07% |
$73.8K - $90.9K
|
22.8K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-979- 18.38% |
$74.8K - $92.2K
|
4.35K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-992- 13.89% |
$75.8K - $93.4K
|
6.15K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-999- 10.12% |
$76.4K - $94K
|
8.87K
$786K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.01K- 11.9% |
$77.2K - $95.1K
|
7.48K
$663K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 19.18% |
$77.5K - $95.4K
|
4.27K
$379K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-1.04K- 35.97% |
$79.6K - $98K
|
1.85K
$164K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.05K- 2.46% |
$80.2K - $98.7K
|
41.6K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.05K- 2.25% |
$80.3K - $98.8K
|
45.6K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.06K- 8.5% |
$80.7K - $99.4K
|
11.4K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.06K- 7.24% |
$80.9K - $99.7K
|
13.6K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.06K- 2.95% |
$81.3K - $100K
|
34.9K
$3.09M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-1.06K- 21.32% |
$81.3K - $100K
|
3.93K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.07K- 12.01% |
$81.6K - $101K
|
7.83K
$693K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.08K- 14.04% |
$82.2K - $101K
|
6.59K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.09K- 2.07% |
$83.2K - $102K
|
51.5K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.1K- 79.8% |
$83.9K - $103K
|
278
$24.6K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 16.2% |
$84.1K - $104K
|
5.69K
$504K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.1K- 0.6% |
$84.3K - $104K
|
182K
$16.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.1K- 11.94% |
$84.4K - $104K
|
8.14K
$721K
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.11K- 10.71% |
$84.5K - $104K
|
9.21K
$816K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1.11K- 18.99% |
$85.1K - $105K
|
4.75K
$421K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.11K- 17.62% |
$85.2K - $105K
|
5.21K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.12K- 30.7% |
$85.3K - $105K
|
2.52K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-1.13K- 29.06% |
$86.1K - $106K
|
2.75K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.13K- 14.88% |
$86.1K - $106K
|
6.44K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-1.14K- 40.75% |
$86.8K - $107K
|
1.65K
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.15K- 1.46% |
$87.9K - $108K
|
77.4K
$6.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.15K- 10.9% |
$87.9K - $108K
|
9.4K
$833K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-1.15K- 3.66% |
$88K - $108K
|
30.3K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.15K- 11.3% |
$88.1K - $109K
|
9.05K
$802K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.22K- 2.15% |
$93.6K - $115K
|
55.8K
$4.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.26K- 3.11% |
$96.2K - $118K
|
39.2K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.27K- 1.76% |
$97K - $119K
|
70.6K
$6.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.29K- 2.3% |
$98.9K - $122K
|
55K
$4.87M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.3K- 22.67% |
$99.4K - $122K
|
4.44K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.31K- 2.53% |
$100K - $124K
|
50.6K
$4.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.32K- 21.21% |
$101K - $124K
|
4.88K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-1.33K- 20.29% |
$102K - $126K
|
5.24K
$464K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-1.34K- 5.34% |
$102K - $126K
|
23.7K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.34K- 16.47% |
$103K - $126K
|
6.81K
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-1.35K- 27.58% |
$103K - $127K
|
3.54K
$314K
|