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 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.41K+ 35.39% |
$107K - $132K
|
5.38K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.4K+ 45.75% |
$107K - $132K
|
4.46K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 737.04% |
$106K - $131K
|
1.58K
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.35KNew |
$103K - $127K
|
1.35K
$119K
|
|
|
Aug 05, 2025
Q2 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.34K+ 50.84% |
$102K - $126K
|
3.96K
$351K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.33K+ 9.4% |
$102K - $125K
|
15.5K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 8.46% |
$101K - $124K
|
16.9K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.32K+ 4.23% |
$101K - $124K
|
32.6K
$2.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.32K+ 37.37% |
$101K - $124K
|
4.84K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.3K+ 5.96% |
$99.3K - $122K
|
23.1K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.29K+ 19.18% |
$98.8K - $122K
|
8.04K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.22K+ 4.67% |
$93.6K - $115K
|
27.4K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.22K+ 0.85% |
$93.6K - $115K
|
146K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.22K+ 3.49% |
$93.1K - $115K
|
36.1K
$3.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.2K+ 5.51% |
$91.8K - $113K
|
23K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 35.57% |
$91.4K - $113K
|
4.56K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.19K+ 6.83% |
$91.1K - $112K
|
18.6K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.17K+ 3.63% |
$89.4K - $110K
|
33.4K
$2.96M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.16K+ 23.1% |
$88.5K - $109K
|
6.17K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 22.96% |
$88.2K - $109K
|
6.18K
$548K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.15K+ 541.31% |
$88.1K - $109K
|
1.37K
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.15K+ 6.27% |
$87.6K - $108K
|
19.4K
$1.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
1.14K+ 5.36% |
$87.4K - $108K
|
22.5K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.14K+ 10.99% |
$86.8K - $107K
|
11.5K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.08K+ 5.09% |
$82.3K - $101K
|
22.2K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.07K+ 10.38% |
$81.5K - $100K
|
11.3K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.04K+ 8.51% |
$79.3K - $97.6K
|
13.2K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 5.68% |
$77.4K - $95.3K
|
18.8K
$1.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.01K+ 3.84% |
$77.3K - $95.2K
|
27.3K
$2.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.01K+ 3.09% |
$76.9K - $94.7K
|
33.6K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1K+ 34.23% |
$76.5K - $94.2K
|
3.93K
$348K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1K+ 16.37% |
$76.4K - $94.1K
|
7.11K
$630K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
998+ 20.73% |
$76.3K - $93.9K
|
5.81K
$515K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
985+ 1.06% |
$75.3K - $92.7K
|
94.3K
$8.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
984+ 4.44% |
$75.2K - $92.6K
|
23.1K
$2.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
979+ 11.82% |
$74.8K - $92.2K
|
9.26K
$821K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
972+ 3.61% |
$74.3K - $91.5K
|
27.9K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
967New |
$73.9K - $91K
|
967
$85.7K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
965+ 0.47% |
$73.8K - $90.8K
|
205K
$18.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
962+ 5.44% |
$73.5K - $90.6K
|
18.7K
$1.65M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
957+ 5.1% |
$73.2K - $90.1K
|
19.7K
$1.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
955+ 2.78% |
$73K - $89.9K
|
35.3K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
947+ 19.57% |
$72.4K - $89.1K
|
5.79K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
937+ 7.66% |
$71.6K - $88.2K
|
13.2K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
932+ 4.35% |
$71.2K - $87.7K
|
22.3K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
905+ 1.89% |
$69.2K - $85.2K
|
48.9K
$4.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
900+ 28.81% |
$68.8K - $84.7K
|
4.02K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
893+ 0.97% |
$68.3K - $84.1K
|
93.3K
$8.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
887+ 5.57% |
$67.8K - $83.5K
|
16.8K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
847+ 4.78% |
$64.7K - $79.7K
|
18.6K
$1.64M
|