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
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10.3K+ 68.37% |
$788K - $970K
|
25.4K
$2.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 13.66% |
$782K - $963K
|
85.1K
$7.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
10.2K+ 79.75% |
$777K - $957K
|
22.9K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
9.98K+ 127.33% |
$763K - $940K
|
17.8K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
9.38K+ 21.39% |
$717K - $883K
|
53.2K
$4.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.36K+ 64.57% |
$715K - $881K
|
23.8K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
9.14K+ 22.57% |
$699K - $861K
|
49.6K
$4.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
9.02K+ 23.54% |
$689K - $849K
|
47.3K
$4.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.92K+ 39.83% |
$682K - $840K
|
31.3K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.91K+ 47.65% |
$681K - $838K
|
27.6K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.88KNew |
$679K - $836K
|
8.88K
$787K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.79K+ 7.0% |
$672K - $828K
|
134K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.74K+ 105.3% |
$668K - $822K
|
17K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.67K+ 40.42% |
$663K - $816K
|
30.1K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.54K+ 63.03% |
$653K - $804K
|
22.1K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.1KNew |
$619K - $763K
|
8.1K
$718K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.02K+ 5.88% |
$613K - $755K
|
144K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7.9K+ 18.84% |
$604K - $744K
|
49.8K
$4.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.88KNew |
$603K - $742K
|
7.88K
$698K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
7.63KNew |
$584K - $719K
|
7.63K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.56K+ 23.95% |
$578K - $711K
|
39.1K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
7.49KNew |
$573K - $705K
|
7.49K
$664K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.34K+ 14.93% |
$561K - $691K
|
56.5K
$5.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
7.3K+ 35.07% |
$558K - $687K
|
28.1K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.16KNew |
$547K - $674K
|
7.16K
$634K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.15K+ 14019.61% |
$547K - $673K
|
7.2K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.13K+ 48.85% |
$545K - $672K
|
21.7K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.09K+ 19.79% |
$542K - $667K
|
42.9K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
7.08KNew |
$541K - $667K
|
7.08K
$627K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.08K+ 0.69% |
$541K - $666K
|
1.03M
$91M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.02K+ 31.76% |
$536K - $661K
|
29.1K
$2.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
7KNew |
$535K - $659K
|
7K
$620K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.87K+ 23.06% |
$525K - $647K
|
36.7K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.87K+ 6.44% |
$525K - $646K
|
113K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
6.86KNew |
$524K - $646K
|
6.86K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.72K+ 6.54% |
$514K - $633K
|
110K
$9.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 9.37% |
$504K - $621K
|
77K
$6.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.38K+ 120.34% |
$488K - $600K
|
11.7K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.27K+ 4.0% |
$479K - $590K
|
163K
$14.5M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.2K+ 24.44% |
$474K - $584K
|
31.6K
$2.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
6.04K+ 9.62% |
$461K - $568K
|
68.7K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
6.01KNew |
$459K - $565K
|
6.01K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
5.99K+ 4.52% |
$458K - $564K
|
139K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
5.96KNew |
$455K - $561K
|
5.96K
$528K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
5.92K+ 4.45% |
$453K - $557K
|
139K
$12.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.87K+ 6.53% |
$449K - $552K
|
95.7K
$8.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.82K+ 54.88% |
$445K - $548K
|
16.4K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.8K+ 161.93% |
$443K - $546K
|
9.38K
$831K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.79K+ 10.69% |
$442K - $545K
|
59.9K
$5.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.71KNew |
$437K - $538K
|
5.71K
$506K
|