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 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-4.99K- 6.06% |
$381K - $469K
|
77.3K
$6.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5K- 53.83% |
$382K - $471K
|
4.29K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-5.02K- 44.26% |
$384K - $473K
|
6.32K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.05K- 35.75% |
$386K - $475K
|
9.08K
$804K
|
|
|
Aug 01, 2025
Q2 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-5.14K- 14.96% |
$393K - $484K
|
29.2K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5.15K- 6.49% |
$393K - $484K
|
74.2K
$6.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.24K- 23.09% |
$401K - $493K
|
17.5K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.32K- 10.69% |
$406K - $500K
|
44.4K
$3.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-5.46K- 14.83% |
$417K - $514K
|
31.3K
$2.78M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 45.45% |
$419K - $516K
|
6.58K
$583K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-5.54K- 28.01% |
$424K - $522K
|
14.2K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.78K- 18.71% |
$441K - $544K
|
25.1K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-5.81K- 51.72% |
$444K - $547K
|
5.42K
$480K
|
|
|
Aug 05, 2025
Q2 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-5.94K- 15.16% |
$454K - $559K
|
33.2K
$2.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-6K- 10.8% |
$459K - $565K
|
49.5K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.06K- 32.19% |
$463K - $570K
|
12.8K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.11K- 65.08% |
$467K - $575K
|
3.28K
$291K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-6.13K- 11.12% |
$468K - $577K
|
49K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.26K- 37.39% |
$478K - $589K
|
10.5K
$928K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.39K- 30.18% |
$488K - $601K
|
14.8K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.48K- 4.35% |
$495K - $610K
|
143K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-6.5K- 6.49% |
$497K - $611K
|
93.6K
$8.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-6.56K- 8.92% |
$501K - $617K
|
66.9K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.62K- 44.92% |
$506K - $623K
|
8.12K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.63K- 33.29% |
$507K - $624K
|
13.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-6.66K- 20.15% |
$509K - $627K
|
26.4K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.72K- 9.26% |
$514K - $633K
|
65.9K
$5.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-6.75K- 72.97% |
$516K - $635K
|
2.5K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.77K- 3.87% |
$517K - $637K
|
168K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.77K- 50.76% |
$517K - $637K
|
6.57K
$582K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.82K- 9.12% |
$521K - $642K
|
68K
$6.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-6.83K- 43.09% |
$522K - $643K
|
9.02K
$799K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.92K- 63.48% |
$529K - $651K
|
3.98K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.12K- 49.38% |
$544K - $670K
|
7.3K
$646K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.19K- 10.02% |
$549K - $676K
|
64.5K
$5.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-7.31K- 99.31% |
$559K - $688K
|
51
$4.52K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.44K- 17.24% |
$569K - $701K
|
35.7K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-7.66K- 34.89% |
$585K - $721K
|
14.3K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.94K- 16.74% |
$607K - $747K
|
39.5K
$3.5M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.98K- 17.24% |
$610K - $751K
|
38.3K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.27K- 2.35% |
$632K - $779K
|
344K
$30.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-8.67K- 1.88% |
$662K - $816K
|
453K
$40.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-8.7K- 4.12% |
$665K - $819K
|
202K
$17.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-8.77K- 36.64% |
$670K - $825K
|
15.2K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 8.19% |
$684K - $842K
|
100K
$8.89M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.1K- 40.04% |
$696K - $857K
|
13.6K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-9.16K- 75.65% |
$700K - $863K
|
2.95K
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.18K- 20.67% |
$702K - $864K
|
35.2K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.24K- 3.85% |
$706K - $870K
|
231K
$20.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9.28K- 1.31% |
$710K - $874K
|
702K
$62.2M
|