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
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-683- 1.46% |
$52.2K - $64.3K
|
46K
$3.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-689- 18.37% |
$52.7K - $64.9K
|
3.06K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-769- 34.83% |
$58.8K - $72.4K
|
1.44K
$123K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-777- 8.87% |
$59.4K - $73.1K
|
7.99K
$682K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-819- 15.54% |
$62.6K - $77.1K
|
4.45K
$380K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-900- 8.49% |
$68.8K - $84.7K
|
9.7K
$828K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-917- 3.96% |
$70.1K - $86.3K
|
22.2K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-960- 6.82% |
$73.4K - $90.4K
|
13.1K
$1.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-960- 1.68% |
$73.4K - $90.4K
|
56K
$4.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.01K- 19.18% |
$77.5K - $95.4K
|
4.27K
$365K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.06K- 2.95% |
$81.3K - $100K
|
34.9K
$2.98M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-1.06K- 21.32% |
$81.3K - $100K
|
3.93K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.15K- 11.3% |
$88.1K - $109K
|
9.05K
$773K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.22K- 2.15% |
$93.6K - $115K
|
55.8K
$4.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.6K- 3.89% |
$122K - $151K
|
39.5K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.61K- 6.32% |
$123K - $152K
|
23.9K
$2.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.64K- 28.34% |
$125K - $154K
|
4.14K
$353K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.72K- 41.58% |
$131K - $161K
|
2.41K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-1.83K- 2.84% |
$140K - $172K
|
62.7K
$5.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.87K- 1.44% |
$143K - $176K
|
128K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-2.04K- 16.9% |
$156K - $192K
|
10K
$855K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.11K- 16.48% |
$161K - $198K
|
10.7K
$911K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-2.11K- 28.32% |
$161K - $199K
|
5.35K
$456K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.12K- 4.71% |
$162K - $199K
|
42.8K
$3.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.12K- 22.12% |
$162K - $199K
|
7.46K
$637K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.32K- 29.18% |
$177K - $218K
|
5.63K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.36K- 22.5% |
$180K - $222K
|
8.12K
$693K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.39K- 69.87% |
$182K - $225K
|
1.03K
$87.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.49K- 17.35% |
$190K - $234K
|
11.8K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.97K- 33.88% |
$227K - $279K
|
5.79K
$494K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.23K- 1.46% |
$247K - $304K
|
218K
$18.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-3.81K- 20.34% |
$291K - $359K
|
14.9K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.93K- 40.67% |
$300K - $369K
|
5.73K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.02K- 62.78% |
$308K - $379K
|
2.39K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.18K- 9.7% |
$320K - $394K
|
39K
$3.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.26K- 1.85% |
$325K - $401K
|
226K
$19.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.4K- 36.52% |
$337K - $415K
|
7.65K
$653K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-5K- 53.83% |
$382K - $471K
|
4.29K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5.15K- 6.49% |
$393K - $484K
|
74.2K
$6.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.24K- 23.09% |
$401K - $493K
|
17.5K
$1.49M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.48K- 45.45% |
$419K - $516K
|
6.58K
$562K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.92K- 63.48% |
$529K - $651K
|
3.98K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.19K- 10.02% |
$549K - $676K
|
64.5K
$5.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-8.77K- 36.64% |
$670K - $825K
|
15.2K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.54K- 17.73% |
$729K - $898K
|
44.3K
$3.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.1K- 46.96% |
$852K - $1.05M
|
12.6K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.2K- 14.59% |
$1.01M - $1.24M
|
77.3K
$6.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-14.4K- 48.03% |
$1.1M - $1.35M
|
15.5K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 66.4% |
$1.21M - $1.49M
|
8K
$683K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-21K- 74.28% |
$1.61M - $1.98M
|
7.27K
$621K
|