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 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.38K- 19.71% |
$105K - $129K
|
5.6K
$496K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 42.42% |
$107K - $132K
|
1.9K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 4.73% |
$108K - $133K
|
28.4K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.44K- 21.49% |
$110K - $135K
|
5.24K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.44K- 2.38% |
$110K - $136K
|
59.2K
$5.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.45K- 26.02% |
$111K - $136K
|
4.12K
$365K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.46K- 3.47% |
$111K - $137K
|
40.5K
$3.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.47K- 17.73% |
$113K - $139K
|
6.83K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.53K- 9.58% |
$117K - $144K
|
14.5K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.57K- 18.85% |
$120K - $148K
|
6.74K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.6K- 3.89% |
$122K - $151K
|
39.5K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.61K- 6.32% |
$123K - $152K
|
23.9K
$2.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.62K- 4.09% |
$124K - $153K
|
38K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.64K- 28.34% |
$125K - $154K
|
4.14K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.67K- 8.38% |
$128K - $157K
|
18.3K
$1.62M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.68K- 61.46% |
$128K - $158K
|
1.05K
$93.3K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-1.68K- 3.9% |
$128K - $158K
|
41.4K
$3.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.7K- 4.39% |
$130K - $160K
|
37K
$3.28M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.72K- 41.58% |
$131K - $161K
|
2.41K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 4.04% |
$133K - $164K
|
41.3K
$3.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.75K- 18.89% |
$134K - $165K
|
7.52K
$666K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.77K- 7.7% |
$135K - $166K
|
21.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-1.79K- 6.7% |
$137K - $169K
|
25K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.8K- 4.28% |
$138K - $170K
|
40.3K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.83K- 9.39% |
$140K - $172K
|
17.6K
$1.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 2.84% |
$140K - $172K
|
62.7K
$5.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.84K- 4.52% |
$140K - $173K
|
38.8K
$3.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.84K- 5.36% |
$140K - $173K
|
32.4K
$2.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.84K- 15.44% |
$141K - $173K
|
10.1K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.84K- 23.22% |
$141K - $173K
|
6.09K
$539K
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.86K- 94.69% |
$142K - $175K
|
104
$9.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.87K- 41.83% |
$143K - $176K
|
2.6K
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.87K- 1.44% |
$143K - $176K
|
128K
$11.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.9K- 79.98% |
$145K - $179K
|
475
$42.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.93K- 41.9% |
$148K - $182K
|
2.68K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.97K- 2.24% |
$150K - $185K
|
85.8K
$7.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.98K- 23.93% |
$151K - $186K
|
6.28K
$557K
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-1.99K- 40.49% |
$152K - $187K
|
2.93K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.01K- 27.84% |
$153K - $189K
|
5.2K
$461K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.03K- 5.07% |
$155K - $191K
|
38K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.04K- 16.9% |
$156K - $192K
|
10K
$887K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.04K- 9.67% |
$156K - $192K
|
19.1K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.06K- 0.1% |
$157K - $194K
|
2.16M
$192M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.08K- 26.94% |
$159K - $196K
|
5.65K
$500K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.11K- 16.48% |
$161K - $198K
|
10.7K
$946K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.11K- 28.32% |
$161K - $199K
|
5.35K
$474K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.12K- 4.71% |
$162K - $199K
|
42.8K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.12K- 22.12% |
$162K - $199K
|
7.46K
$661K
|
|
|
Aug 04, 2025
Q2 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.16K- 22.2% |
$165K - $203K
|
7.57K
$671K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.18K- 12.83% |
$167K - $205K
|
14.8K
$1.31M
|