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 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-37- 0.78% |
$2.83K - $3.48K
|
4.74K
$404K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-71- 2.62% |
$5.43K - $6.68K
|
2.64K
$225K
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 3.43% |
$6.5K - $8K
|
2.39K
$204K
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-98- 3.24% |
$7.49K - $9.22K
|
2.92K
$250K
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-108- 1.93% |
$8.26K - $10.2K
|
5.49K
$469K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-121- 1.58% |
$9.25K - $11.4K
|
7.53K
$643K
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-126- 2.2% |
$9.63K - $11.9K
|
5.61K
$479K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-126- 2.26% |
$9.63K - $11.9K
|
5.44K
$464K
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-128- 0.65% |
$9.78K - $12K
|
19.5K
$1.67M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-132- 1.53% |
$10.1K - $12.4K
|
8.49K
$725K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-137- 3.04% |
$10.5K - $12.9K
|
4.38K
$374K
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-139- 0.45% |
$10.6K - $13.1K
|
30.5K
$2.6M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-144- 23.68% |
$11K - $13.6K
|
464
$39.6K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-151- 0.14% |
$11.5K - $14.2K
|
105K
$8.99M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-158- 1.6% |
$12.1K - $14.9K
|
9.71K
$829K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-171- 1.22% |
$13.1K - $16.1K
|
13.9K
$1.18M
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-172- 1.76% |
$13.1K - $16.2K
|
9.63K
$822K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-172- 2.27% |
$13.1K - $16.2K
|
7.41K
$633K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-179- 4.1% |
$13.7K - $16.8K
|
4.19K
$357K
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-180- 4.29% |
$13.8K - $16.9K
|
4.02K
$343K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-184- 6.15% |
$14.1K - $17.3K
|
2.81K
$240K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-190- 5.52% |
$14.5K - $17.9K
|
3.25K
$277K
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 6.33% |
$15.3K - $18.8K
|
2.96K
$253K
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.53% |
$15.3K - $18.8K
|
12.9K
$1.1M
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-205- 5.72% |
$15.7K - $19.3K
|
3.38K
$288K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-219- 78.78% |
$16.7K - $20.6K
|
59
$5.04K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-223- 2.58% |
$17K - $21K
|
8.43K
$719K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-235- 7.78% |
$18K - $22.1K
|
2.79K
$238K
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 9.96% |
$21.6K - $26.6K
|
2.56K
$218K
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-292- 3.48% |
$22.3K - $27.5K
|
8.11K
$692K
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-327- 6.66% |
$25K - $30.8K
|
4.58K
$391K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-368- 25.03% |
$28.1K - $34.6K
|
1.1K
$94.1K
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-373- 11.84% |
$28.5K - $35.1K
|
2.78K
$237K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-377- 8.51% |
$28.8K - $35.5K
|
4.05K
$346K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-390- 12.04% |
$29.8K - $36.7K
|
2.85K
$243K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-400- 21.15% |
$30.6K - $37.7K
|
1.49K
$127K
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-408- 14.28% |
$31.2K - $38.4K
|
2.45K
$209K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-411- 4.74% |
$31.4K - $38.7K
|
8.27K
$706K
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-417- 5.33% |
$31.9K - $39.3K
|
7.41K
$633K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-459- 6.82% |
$35.1K - $43.2K
|
6.27K
$536K
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-496- 6.28% |
$37.9K - $46.7K
|
7.4K
$632K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-521- 5.5% |
$39.8K - $49K
|
8.95K
$764K
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-526- 5.37% |
$40.2K - $49.5K
|
9.28K
$792K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-539- 4.94% |
$41.2K - $50.7K
|
10.4K
$886K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-546- 3.27% |
$41.7K - $51.4K
|
16.2K
$1.38M
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-567- 6.07% |
$43.3K - $53.4K
|
8.78K
$749K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-575- 10.76% |
$44K - $54.1K
|
4.77K
$407K
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-617- 1.99% |
$47.2K - $58.1K
|
30.3K
$2.59M
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-629- 2.34% |
$48.1K - $59.2K
|
26.3K
$2.24M
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-631- 0.61% |
$48.2K - $59.4K
|
103K
$8.8M
|