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 14, 2025
Q2 2025
|
Condire Management, LP
Dallas, TX |
SELL
|
- |
-62K- 77.46% |
$4.74M - $5.83M
|
18K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.6K- 61.26% |
$4.86M - $5.99M
|
40.2K
$3.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-64.8K- 86.64% |
$4.95M - $6.1M
|
9.99K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-66.1K- 73.34% |
$5.05M - $6.22M
|
24K
$2.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-66.6K- 83.02% |
$5.09M - $6.27M
|
13.6K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-66.8K- 26.12% |
$5.1M - $6.29M
|
189K
$16.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-69.8K- 33.26% |
$5.34M - $6.57M
|
140K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-70.1K- 69.16% |
$5.36M - $6.6M
|
31.3K
$2.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-71.2K- 42.88% |
$5.45M - $6.71M
|
94.9K
$8.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-71.4K- 16.12% |
$5.46M - $6.72M
|
371K
$32.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-71.9K- 73.32% |
$5.49M - $6.77M
|
26.2K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-78.6K- 56.6% |
$6.01M - $7.4M
|
60.3K
$5.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-79.9K- 88.42% |
$6.11M - $7.52M
|
10.5K
$927K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-84.1K- 28.4% |
$6.43M - $7.92M
|
212K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-85.5K- 53.48% |
$6.53M - $8.05M
|
74.3K
$6.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-95.6K- 1.42% |
$7.31M - $9M
|
6.64M
$588M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97.7K- 12.77% |
$7.47M - $9.2M
|
668K
$59.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-102K- 96.78% |
$7.81M - $9.62M
|
3.4K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-107K- 8.3% |
$8.21M - $10.1M
|
1.19M
$105M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-110K- 38.22% |
$8.42M - $10.4M
|
178K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-115K- 95.69% |
$8.75M - $10.8M
|
5.16K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-118K- 98.82% |
$8.99M - $11.1M
|
1.4K
$124K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-118K- 96.46% |
$9.02M - $11.1M
|
4.34K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138K- 14.54% |
$10.6M - $13M
|
812K
$71.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Thor Trading Advisors, LLC
Greensburg, PA |
SELL
|
- |
-148K- 77.27% |
$11.3M - $14M
|
43.7K
$3.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-183K- 10.43% |
$14M - $17.2M
|
1.57M
$139M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-195K- 25.01% |
$14.9M - $18.3M
|
585K
$51.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-197K- 14.01% |
$15.1M - $18.6M
|
1.21M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-200K- 6.4% |
$15.3M - $18.8M
|
2.92M
$259M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-200K- 35.42% |
$15.3M - $18.8M
|
365K
$32.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-209K- 50.64% |
$15.9M - $19.6M
|
203K
$18M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-235K- 97.87% |
$17.9M - $22.1M
|
5.12K
$453K
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-241K- 84.28% |
$18.4M - $22.7M
|
44.9K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-283K- 97.37% |
$21.7M - $26.7M
|
7.66K
$679K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-329K- 50.39% |
$25.2M - $31M
|
324K
$28.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-378K- 97.52% |
$28.9M - $35.6M
|
9.62K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-577K- 23.51% |
$44.1M - $54.3M
|
1.88M
$166M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-596K- 17.43% |
$45.5M - $56.1M
|
2.82M
$250M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-712K- 99.58% |
$54.4M - $67M
|
3.01K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-733K- 92.39% |
$56M - $69M
|
60.4K
$5.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-892K- 57.26% |
$68.2M - $84M
|
666K
$59M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-917K- 55.4% |
$70.1M - $86.4M
|
739K
$65.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-1.03M- 99.34% |
$78.9M - $97.2M
|
6.82K
$604K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-1.08M- 95.43% |
$82.9M - $102M
|
52K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.16M- 86.95% |
$88.8M - $109M
|
174K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.17M- 4.22% |
$89.8M - $111M
|
26.6M
$2.36B
|
|
|
Jul 29, 2025
Q2 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.2M- 99.26% |
$92M - $113M
|
8.99K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.96M- 66.49% |
$150M - $185M
|
988K
$87.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.07M- 41.36% |
$158M - $195M
|
2.94M
$260M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.7M- 62.92% |
$283M - $348M
|
2.18M
$193M
|