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 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
22.2K+ 378.62% |
$1.69M - $2.09M
|
28K
$2.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
22.1K+ 117.99% |
$1.69M - $2.08M
|
40.8K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.8K+ 21.88% |
$1.67M - $2.05M
|
121K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
21.2KNew |
$1.62M - $1.99M
|
21.2K
$1.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
20.5KNew |
$1.57M - $1.93M
|
20.5K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$1.57M - $1.93M
|
20.5K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
20KNew |
$1.53M - $1.88M
|
20K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
19.5KNew |
$1.49M - $1.84M
|
19.5K
$1.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.4K+ 34.51% |
$1.48M - $1.83M
|
75.6K
$6.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.1K+ 16.2% |
$1.46M - $1.8M
|
137K
$12.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
19K+ 143.74% |
$1.45M - $1.79M
|
32.2K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$1.44M - $1.78M
|
18.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
18.5K+ 6322.26% |
$1.41M - $1.74M
|
18.8K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
18.3KNew |
$1.4M - $1.72M
|
18.3K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
17.7K+ 10.6% |
$1.36M - $1.67M
|
185K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.3K+ 7.26% |
$1.32M - $1.62M
|
255K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.8K+ 20.48% |
$1.29M - $1.58M
|
99K
$8.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
16K+ 41.03% |
$1.23M - $1.51M
|
55.1K
$4.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Allen Investment Management LLC
|
BUY
|
- |
15.6K+ 1.88% |
$1.19M - $1.47M
|
845K
$74.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.5K+ 294.3% |
$1.18M - $1.46M
|
20.8K
$1.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
15.5KNew |
$1.18M - $1.46M
|
15.5K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.3K+ 72.88% |
$1.17M - $1.44M
|
36.2K
$3.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
15KNew |
$1.15M - $1.41M
|
15K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$1.12M - $1.38M
|
14.7K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
14.6K+ 11.66% |
$1.12M - $1.38M
|
140K
$12.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
BUY
|
- |
14.3K+ 24.97% |
$1.09M - $1.34M
|
71.3K
$6.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.8K+ 53.54% |
$1.06M - $1.3M
|
39.7K
$3.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13.7K+ 428.65% |
$1.05M - $1.29M
|
16.9K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
13.3KNew |
$1.02M - $1.26M
|
13.3K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
13.3KNew |
$1.01M - $1.25M
|
13.3K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
13.3K+ 10.76% |
$1.01M - $1.25M
|
136K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
13.2K+ 24.38% |
$1.01M - $1.25M
|
67.5K
$5.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 24.64% |
$1.01M - $1.24M
|
66.7K
$5.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.1K+ 23.11% |
$999K - $1.23M
|
69.7K
$6.17M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
12.7K+ 76.18% |
$973K - $1.2M
|
29.4K
$2.61M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
12.7K+ 29.62% |
$972K - $1.2M
|
55.7K
$4.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
12.7K+ 64.82% |
$971K - $1.2M
|
32.3K
$2.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 350.66% |
$959K - $1.18M
|
16.1K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
12.3KNew |
$938K - $1.16M
|
12.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
12.2KNew |
$930K - $1.14M
|
12.2K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
12.1K+ 30.53% |
$929K - $1.14M
|
51.9K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12K+ 3.38% |
$919K - $1.13M
|
368K
$32.6M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
11.4K+ 1.62% |
$873K - $1.07M
|
716K
$63.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11.4KNew |
$870K - $1.07M
|
11.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11K+ 35.36% |
$843K - $1.04M
|
42.2K
$3.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11K+ 9.17% |
$839K - $1.03M
|
131K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.9KNew |
$833K - $1.03M
|
10.9K
$965K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.8K+ 13.35% |
$829K - $1.02M
|
92.1K
$8.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.5K+ 57.02% |
$805K - $991K
|
29K
$2.57M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10.4KNew |
$795K - $979K
|
10.4K
$922K
|