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 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.46KNew |
$188K - $232K
|
2.46K
$218K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
2.44KNew |
$187K - $230K
|
2.44K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.43KNew |
$186K - $229K
|
2.43K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.43K+ 31.75% |
$186K - $229K
|
10.1K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$183K - $226K
|
2.4K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.39K+ 2.3% |
$183K - $225K
|
106K
$9.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.39KNew |
$183K - $225K
|
2.39K
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.32K+ 12.54% |
$178K - $219K
|
20.9K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.31K+ 17.06% |
$176K - $217K
|
15.8K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.3K+ 5.5% |
$175K - $216K
|
44.1K
$3.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.28K+ 14.02% |
$175K - $215K
|
18.6K
$1.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 27.2% |
$172K - $212K
|
10.5K
$932K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.24K+ 65.47% |
$171K - $211K
|
5.66K
$502K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 10.49% |
$163K - $200K
|
22.4K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
2.11KNew |
$162K - $199K
|
2.11K
$187K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.11K+ 4.35% |
$161K - $198K
|
50.5K
$4.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.1K+ 19.91% |
$160K - $197K
|
12.6K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
2.09K+ 11.1% |
$160K - $197K
|
20.9K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.09K+ 32.46% |
$160K - $197K
|
8.52K
$755K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.09K+ 55.34% |
$160K - $196K
|
5.86K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.08K+ 29.58% |
$159K - $196K
|
9.1K
$806K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.07K+ 37.88% |
$158K - $195K
|
7.54K
$668K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.06K+ 34.05% |
$157K - $194K
|
8.1K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.02KNew |
$155K - $190K
|
2.02K
$179K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
1.97K+ 3.49% |
$151K - $185K
|
58.4K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.96K+ 5.33% |
$150K - $185K
|
38.8K
$3.44M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.88K+ 1.96% |
$144K - $177K
|
97.9K
$8.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.86K+ 16.49% |
$142K - $175K
|
13.1K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1.84K+ 4.7% |
$140K - $173K
|
40.9K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.83K+ 28.26% |
$140K - $172K
|
8.31K
$736K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
1.83K+ 5.25% |
$140K - $172K
|
36.7K
$3.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.77K+ 1.08% |
$135K - $166K
|
166K
$14.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.76K+ 59.78% |
$134K - $165K
|
4.69K
$416K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.75K+ 6.29% |
$133K - $164K
|
29.5K
$2.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.64K+ 7.75% |
$125K - $154K
|
22.8K
$2.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.63K+ 3.12% |
$125K - $154K
|
53.9K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.62K+ 3.45% |
$124K - $153K
|
48.7K
$4.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.59K+ 9.76% |
$121K - $150K
|
17.9K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.57K+ 1380.7% |
$120K - $148K
|
1.69K
$150K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.52KNew |
$116K - $143K
|
1.52K
$134K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.52K+ 28.13% |
$116K - $143K
|
6.91K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.51K+ 26.47% |
$115K - $142K
|
7.2K
$637K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.5K+ 5.35% |
$115K - $141K
|
29.5K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.49K+ 66.46% |
$114K - $140K
|
3.73K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.46K+ 2.62% |
$111K - $137K
|
57K
$5.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.46K+ 597.54% |
$111K - $137K
|
1.7K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1.45K+ 14480.0% |
$111K - $136K
|
1.46K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.44K+ 8.35% |
$110K - $136K
|
18.7K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.44K+ 15.73% |
$110K - $135K
|
10.6K
$938K
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
1.44K+ 10.62% |
$110K - $135K
|
15K
$1.33M
|