Purchases and Sales Made in Q1 2025 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
300K+ 72.07% |
$25.7M - $28.1M
|
715K
$58.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
136K+ 9691.3% |
$11.7M - $12.8M
|
137K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
69.4K+ 6.07% |
$5.94M - $6.52M
|
1.21M
$98.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
63.9K+ 4415.62% |
$5.48M - $6M
|
65.3K
$5.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
53.8KNew |
$4.61M - $5.05M
|
53.8K
$4.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.1K+ 8.3% |
$1.89M - $2.08M
|
288K
$23.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.3K+ 19.32% |
$1.74M - $1.91M
|
125K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18.6KNew |
$1.59M - $1.74M
|
18.6K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 45.0% |
$1.2M - $1.31M
|
44.9K
$3.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 88.31% |
$1.15M - $1.26M
|
28.6K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
13.1K+ 501.61% |
$1.12M - $1.23M
|
15.7K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.2K+ 14.63% |
$956K - $1.05M
|
87.4K
$7.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
10.8K+ 3.32% |
$928K - $1.02M
|
337K
$27.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 50.59% |
$858K - $941K
|
29.8K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.89KNew |
$848K - $929K
|
9.89K
$806K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
8.66K+ 56.75% |
$742K - $814K
|
23.9K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
7.77KNew |
$666K - $730K
|
7.77K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.58K+ 108271.43% |
$650K - $712K
|
7.59K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.56K+ 36.5% |
$648K - $710K
|
28.3K
$2.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$618K - $677K
|
7.21K
$587K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.12KNew |
$610K - $669K
|
7.12K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.26KNew |
$537K - $589K
|
6.26K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.76K+ 91.21% |
$493K - $541K
|
12.1K
$983K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.51KNew |
$472K - $518K
|
5.51K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.32K+ 5.64% |
$456K - $500K
|
99.7K
$8.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
4.86K+ 6.58% |
$416K - $456K
|
78.7K
$6.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.77K+ 2.11% |
$408K - $448K
|
230K
$18.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$406K - $445K
|
4.74K
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.59KNew |
$393K - $431K
|
4.59K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.49K+ 14.15% |
$385K - $422K
|
36.2K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.4KNew |
$377K - $413K
|
4.4K
$359K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.26K+ 5.45% |
$365K - $400K
|
82.4K
$6.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.07K+ 3.97% |
$349K - $382K
|
107K
$8.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.05KNew |
$347K - $380K
|
4.05K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.01K+ 120.47% |
$344K - $377K
|
7.35K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.84KNew |
$329K - $361K
|
3.84K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
3.42KNew |
$293K - $322K
|
3.42K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.29KNew |
$282K - $310K
|
3.29K
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.16KNew |
$271K - $297K
|
3.16K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.89KNew |
$248K - $272K
|
2.89K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.83K+ 10.45% |
$242K - $265K
|
29.9K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.79K+ 4.05% |
$239K - $262K
|
71.7K
$5.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.69KNew |
$231K - $253K
|
2.69K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
2.57KNew |
$220K - $241K
|
2.57K
$209K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.54KNew |
$217K - $238K
|
2.54K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.51KNew |
$215K - $236K
|
2.51K
$205K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.42K+ 8.81% |
$207K - $227K
|
29.9K
$2.44M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 10.53% |
$207K - $227K
|
25.4K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.35KNew |
$201K - $221K
|
2.35K
$191K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $212K
|
2.26K
$184K
|