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 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.7K+ 1.79% |
$283K - $348K
|
211K
$18.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.59KNew |
$275K - $338K
|
3.59K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.59K+ 13.82% |
$274K - $338K
|
29.5K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.55KNew |
$271K - $334K
|
3.55K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.49KNew |
$267K - $328K
|
3.49K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.49K+ 24.31% |
$267K - $328K
|
17.8K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.46K+ 45.03% |
$265K - $326K
|
11.2K
$988K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.45K+ 13.97% |
$264K - $325K
|
28.2K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.44K+ 3.14% |
$263K - $324K
|
113K
$10M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.38K+ 54.66% |
$258K - $318K
|
9.56K
$847K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.31KNew |
$253K - $312K
|
3.31K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.29K+ 20.79% |
$252K - $310K
|
19.1K
$1.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.29K+ 10.28% |
$251K - $309K
|
35.2K
$3.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.23K+ 6.56% |
$247K - $304K
|
52.5K
$4.65M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.22K+ 24.12% |
$246K - $303K
|
16.6K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.22KNew |
$246K - $303K
|
3.22K
$285K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.2KNew |
$245K - $301K
|
3.2K
$284K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 11.14% |
$243K - $300K
|
31.8K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.18K+ 0.94% |
$243K - $299K
|
340K
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.16K+ 1.95% |
$242K - $298K
|
165K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.11K+ 23.94% |
$238K - $293K
|
16.1K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.1K+ 6.08% |
$237K - $292K
|
54.1K
$4.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.04K+ 16.36% |
$232K - $286K
|
21.6K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.95K+ 15.38% |
$225K - $277K
|
22.1K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.94K+ 46.46% |
$225K - $277K
|
9.27K
$821K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.94K+ 18.44% |
$224K - $276K
|
18.9K
$1.67M
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.92K+ 77.35% |
$223K - $275K
|
6.7K
$594K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.9K+ 43.15% |
$222K - $273K
|
9.63K
$853K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.89KNew |
$221K - $272K
|
2.89K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.88K+ 14.8% |
$220K - $271K
|
22.3K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.88K+ 40.49% |
$220K - $271K
|
10K
$886K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.85KNew |
$218K - $268K
|
2.85K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.84KNew |
$217K - $267K
|
2.84K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.79K+ 58.16% |
$213K - $263K
|
7.59K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.79KNew |
$213K - $262K
|
2.79K
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.78KNew |
$212K - $262K
|
2.78K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.76KNew |
$211K - $259K
|
2.76K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.75KNew |
$211K - $259K
|
2.75K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.75K+ 9.76% |
$210K - $259K
|
30.9K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
2.75KNew |
$210K - $258K
|
2.75K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$209K - $257K
|
2.73K
$242K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.67K+ 45.07% |
$204K - $251K
|
8.59K
$761K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.65K+ 2.86% |
$203K - $250K
|
95.6K
$8.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.63KNew |
$201K - $248K
|
2.63K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.57KNew |
$196K - $241K
|
2.57K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.56K+ 256000.0% |
$196K - $241K
|
2.56K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.55K+ 60.89% |
$195K - $240K
|
6.74K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.52K+ 5.58% |
$192K - $237K
|
47.7K
$4.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2.49K+ 20.31% |
$190K - $234K
|
14.8K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.49K+ 71.29% |
$190K - $234K
|
5.97K
$529K
|