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 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.8K- 32.56% |
$1.51M - $1.86M
|
41K
$3.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20K- 1.62% |
$1.53M - $1.88M
|
1.21M
$108M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-20.9K- 5.98% |
$1.6M - $1.97M
|
328K
$29.1M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21K- 30.32% |
$1.6M - $1.98M
|
48.2K
$4.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21K- 74.28% |
$1.61M - $1.98M
|
7.27K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-21.5K- 40.64% |
$1.65M - $2.03M
|
31.5K
$2.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-21.8K- 32.68% |
$1.67M - $2.06M
|
45K
$3.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.3K- 10.18% |
$1.71M - $2.1M
|
197K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-22.3K- 10.16% |
$1.71M - $2.1M
|
197K
$17.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-22.6K- 38.11% |
$1.73M - $2.13M
|
36.7K
$3.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-22.6K- 77.08% |
$1.73M - $2.13M
|
6.73K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-23K- 26.72% |
$1.76M - $2.16M
|
63K
$5.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-23.3K- 76.2% |
$1.78M - $2.19M
|
7.27K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23.7K- 31.52% |
$1.81M - $2.23M
|
51.4K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-24.5K- 70.56% |
$1.87M - $2.3M
|
10.2K
$905K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-25.5K- 22.85% |
$1.95M - $2.4M
|
86.2K
$7.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-25.8K- 47.08% |
$1.97M - $2.42M
|
28.9K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.3K- 13.27% |
$2.01M - $2.47M
|
172K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-26.4K- 80.73% |
$2.02M - $2.49M
|
6.3K
$558K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-26.6K- 57.21% |
$2.04M - $2.51M
|
19.9K
$1.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-27.3K- 25.93% |
$2.09M - $2.57M
|
78K
$6.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-27.5K- 71.81% |
$2.1M - $2.59M
|
10.8K
$958K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-27.5K- 38.77% |
$2.1M - $2.59M
|
43.5K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-29.7K- 35.61% |
$2.27M - $2.79M
|
53.7K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc LLC
|
SELL
|
- |
-30.6K- 86.71% |
$2.34M - $2.88M
|
4.7K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-33.2K- 97.22% |
$2.54M - $3.13M
|
950
$84.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33.3K- 46.71% |
$2.55M - $3.13M
|
38K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-34K- 37.2% |
$2.6M - $3.2M
|
57.4K
$5.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-34.3K- 68.44% |
$2.62M - $3.22M
|
15.8K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.6K- 4.04% |
$2.95M - $3.63M
|
916K
$81.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-38.7K- 21.08% |
$2.96M - $3.64M
|
145K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-39.1K- 55.35% |
$2.99M - $3.68M
|
31.5K
$2.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-39.4K- 8.4% |
$3.01M - $3.71M
|
430K
$38.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-39.7K- 61.57% |
$3.04M - $3.74M
|
24.8K
$2.2M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-40.2K- 89.13% |
$3.07M - $3.78M
|
4.9K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-40.6K- 87.37% |
$3.1M - $3.82M
|
5.87K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-41.8K- 59.65% |
$3.2M - $3.94M
|
28.3K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-45.3K- 70.6% |
$3.46M - $4.26M
|
18.9K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-46.8K- 71.69% |
$3.58M - $4.41M
|
18.5K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-47K- 8.72% |
$3.59M - $4.42M
|
492K
$43.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-49.6K- 81.91% |
$3.79M - $4.67M
|
11K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-50.1K- 11.39% |
$3.83M - $4.72M
|
390K
$34.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50.4K- 55.47% |
$3.85M - $4.75M
|
40.5K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-51.5K- 99.25% |
$3.94M - $4.85M
|
387
$34.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-54.4K- 82.36% |
$4.16M - $5.12M
|
11.7K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.6K- 38.42% |
$4.18M - $5.14M
|
87.6K
$7.76M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.6K- 38.42% |
$4.18M - $5.14M
|
87.6K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-58.9K- 50.3% |
$4.5M - $5.54M
|
58.2K
$5.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-60.5K- 15.34% |
$4.62M - $5.69M
|
334K
$29.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-61.4K- 60.43% |
$4.69M - $5.78M
|
40.2K
$3.56M
|