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 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.22K- 0.83% |
$169K - $209K
|
265K
$23.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.23K- 5.68% |
$171K - $210K
|
37.1K
$3.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 21.78% |
$175K - $216K
|
8.24K
$730K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.32K- 4.51% |
$177K - $218K
|
49K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.32K- 29.18% |
$177K - $218K
|
5.63K
$499K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.36K- 22.5% |
$180K - $222K
|
8.12K
$719K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-2.37K- 2.96% |
$181K - $223K
|
77.5K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.37K- 46.67% |
$181K - $223K
|
2.71K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-2.37K- 16.71% |
$181K - $223K
|
11.8K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
SELL
|
- |
-2.38K- 6.22% |
$182K - $224K
|
35.8K
$3.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.39K- 69.87% |
$182K - $225K
|
1.03K
$91.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.47K- 32.34% |
$189K - $233K
|
5.17K
$458K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.48K- 20.77% |
$189K - $233K
|
9.44K
$837K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.49K- 17.35% |
$190K - $234K
|
11.8K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-2.5K- 45.45% |
$191K - $235K
|
3K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.55K- 9.17% |
$195K - $240K
|
25.2K
$2.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.59K- 84.84% |
$198K - $243K
|
462
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 5.51% |
$203K - $250K
|
45.5K
$4.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.7K- 10.29% |
$207K - $254K
|
23.6K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.7K- 14.63% |
$207K - $254K
|
15.8K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.71K- 19.09% |
$207K - $255K
|
11.5K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.71K- 16.15% |
$207K - $255K
|
14.1K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.73K- 15.3% |
$209K - $257K
|
15.1K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.82K- 19.28% |
$216K - $266K
|
11.8K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.83K- 15.99% |
$217K - $267K
|
14.9K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.84K- 9.39% |
$217K - $268K
|
27.4K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.86K- 8.29% |
$219K - $269K
|
31.6K
$2.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.87K- 52.32% |
$220K - $271K
|
2.62K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 10.05% |
$221K - $272K
|
25.8K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.89K- 5.76% |
$221K - $272K
|
47.3K
$4.19M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.97K- 19.25% |
$227K - $279K
|
12.4K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.97K- 33.88% |
$227K - $279K
|
5.79K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.98K- 6.58% |
$227K - $280K
|
42.2K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 2.82% |
$230K - $283K
|
104K
$9.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 14.61% |
$230K - $283K
|
17.6K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.02K- 4.43% |
$231K - $284K
|
65.1K
$5.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.04K- 26.76% |
$232K - $286K
|
8.31K
$737K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.06K- 23.92% |
$234K - $288K
|
9.73K
$862K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-3.07K- 33.95% |
$235K - $289K
|
5.98K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.08K- 11.73% |
$236K - $290K
|
23.2K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-3.11K- 6.33% |
$237K - $292K
|
45.9K
$4.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.14K- 12.38% |
$240K - $295K
|
22.2K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.15K- 30.64% |
$240K - $296K
|
7.12K
$631K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-3.18K- 6.55% |
$243K - $299K
|
45.4K
$4.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.19K- 9.39% |
$244K - $300K
|
30.8K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2K- 2.74% |
$245K - $301K
|
113K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.21K- 5.56% |
$246K - $302K
|
54.6K
$4.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.23K- 8.63% |
$247K - $304K
|
34.2K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.23K- 1.46% |
$247K - $304K
|
218K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.24K- 6.78% |
$247K - $305K
|
44.5K
$3.94M
|