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
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 13.8% |
$248K - $305K
|
20.3K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.25K- 5.33% |
$249K - $306K
|
57.7K
$5.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.27K- 15.7% |
$250K - $307K
|
17.5K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-3.29K- 10.93% |
$251K - $310K
|
26.8K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.37K- 26.53% |
$258K - $317K
|
9.33K
$827K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
SELL
|
- |
-3.5K- 48.75% |
$268K - $329K
|
3.68K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 8.15% |
$268K - $331K
|
39.6K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-3.56K- 14.49% |
$272K - $335K
|
21K
$1.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.57K- 52.61% |
$273K - $336K
|
3.22K
$285K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-3.61K- 19.18% |
$276K - $340K
|
15.2K
$1.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-3.62K- 24.41% |
$277K - $341K
|
11.2K
$994K
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-3.64K- 14.12% |
$278K - $342K
|
22.1K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-3.67K- 47.18% |
$280K - $345K
|
4.11K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.69K- 15.33% |
$282K - $348K
|
20.4K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-3.79K- 21.43% |
$289K - $356K
|
13.9K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.8K- 22.72% |
$290K - $358K
|
12.9K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.81K- 34.65% |
$291K - $359K
|
7.19K
$637K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3.81K- 20.34% |
$291K - $359K
|
14.9K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.83K- 1.53% |
$293K - $361K
|
247K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.87K- 8.59% |
$296K - $365K
|
41.2K
$3.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-3.88K- 53.28% |
$296K - $365K
|
3.4K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.93K- 40.67% |
$300K - $369K
|
5.73K
$507K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.93K- 5.34% |
$300K - $370K
|
69.6K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-3.95K- 56.62% |
$302K - $371K
|
3.02K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.95K- 1.59% |
$302K - $372K
|
244K
$21.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.97K- 7.6% |
$303K - $374K
|
48.2K
$4.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.02K- 14.76% |
$307K - $378K
|
23.2K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.02K- 62.78% |
$308K - $379K
|
2.39K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.18K- 9.7% |
$320K - $394K
|
39K
$3.45M
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4.18K- 99.6% |
$320K - $394K
|
17
$1.51K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.21K- 31.91% |
$322K - $396K
|
8.98K
$796K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-4.22K- 4.65% |
$322K - $397K
|
86.4K
$7.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-4.24K- 8.7% |
$324K - $399K
|
44.5K
$3.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.25K- 7.4% |
$325K - $400K
|
53.2K
$4.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.26K- 1.85% |
$325K - $401K
|
226K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-4.29K- 8.89% |
$328K - $404K
|
44K
$3.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.4K- 36.52% |
$337K - $415K
|
7.65K
$678K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.44K- 25.19% |
$339K - $418K
|
13.2K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.48K- 51.66% |
$342K - $422K
|
4.19K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-4.48K- 5.2% |
$343K - $422K
|
81.7K
$7.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-4.5K- 65.22% |
$344K - $424K
|
2.4K
$213K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.51K- 1.38% |
$345K - $424K
|
322K
$28.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.54K- 3.23% |
$347K - $427K
|
136K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.57K- 4.83% |
$349K - $430K
|
90K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.65K- 26.07% |
$355K - $437K
|
13.2K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.78K- 3.45% |
$366K - $450K
|
134K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.79K- 11.94% |
$366K - $450K
|
35.3K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.85K- 14.84% |
$371K - $457K
|
27.8K
$2.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-4.88K- 3.98% |
$373K - $459K
|
118K
$10.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.88K- 3.23% |
$373K - $460K
|
146K
$12.9M
|