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
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$192K - $210K
|
2.24K
$182K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$181K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
2.19K+ 7.85% |
$188K - $206K
|
30.1K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.04K+ 39.4% |
$175K - $192K
|
7.23K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 2.51% |
$173K - $189K
|
82.3K
$6.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.49K+ 40.87% |
$128K - $140K
|
5.13K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 3.83% |
$117K - $128K
|
36.8K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.35K+ 20.89% |
$116K - $127K
|
7.8K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.3K+ 9.94% |
$111K - $122K
|
14.4K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 4.7% |
$110K - $121K
|
28.6K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.26K+ 1.4% |
$108K - $118K
|
90.9K
$7.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.25K+ 6.29% |
$107K - $118K
|
21.2K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.17K+ 3.54% |
$101K - $110K
|
34.3K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.16K+ 47.05% |
$99.7K - $109K
|
3.64K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.12K+ 10.12% |
$96K - $105K
|
12.2K
$993K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 20.33% |
$95.9K - $105K
|
6.62K
$540K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.12K+ 4.59% |
$95.8K - $105K
|
25.5K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.12K+ 5.5% |
$95.6K - $105K
|
21.4K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.05K+ 14.52% |
$90.3K - $99K
|
8.31K
$677K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
990+ 13.4% |
$84.8K - $93K
|
8.38K
$683K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
896+ 5.03% |
$76.8K - $84.2K
|
18.7K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
776+ 16.14% |
$66.5K - $72.9K
|
5.58K
$455K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
688+ 22.32% |
$59K - $64.6K
|
3.77K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
677+ 0.91% |
$58K - $63.6K
|
74.8K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
676+ 5.21% |
$57.9K - $63.5K
|
13.6K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
675+ 68.11% |
$57.8K - $63.4K
|
1.67K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
615+ 3.85% |
$52.7K - $57.8K
|
16.6K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
543+ 3.33% |
$46.5K - $51K
|
16.9K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
519+ 5.49% |
$44.5K - $48.8K
|
9.98K
$813K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
507+ 5.41% |
$43.4K - $47.6K
|
9.87K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
480+ 4.09% |
$41.1K - $45.1K
|
12.2K
$997K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
464+ 8.36% |
$39.8K - $43.6K
|
6.01K
$490K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
438+ 8.91% |
$37.5K - $41.2K
|
5.36K
$436K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
423+ 2.06% |
$36.3K - $39.7K
|
20.9K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
421+ 4.25% |
$36.1K - $39.6K
|
10.3K
$842K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
412+ 3.14% |
$35.3K - $38.7K
|
13.5K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
400+ 4.32% |
$34.3K - $37.6K
|
9.65K
$787K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
398+ 16.95% |
$34.1K - $37.4K
|
2.75K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
393+ 1.73% |
$33.7K - $36.9K
|
23.1K
$1.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
364+ 2.03% |
$31.2K - $34.2K
|
18.3K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
335+ 6.32% |
$28.7K - $31.5K
|
5.64K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
$28.2K - $30.9K
|
329
$26.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
329+ 7.32% |
$28.2K - $30.9K
|
4.83K
$393K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
328+ 1.4% |
$28.1K - $30.8K
|
23.8K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
323+ 0.34% |
$27.7K - $30.3K
|
96K
$7.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
300+ 4.93% |
$25.7K - $28.2K
|
6.39K
$521K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
270+ 1.75% |
$23.1K - $25.4K
|
15.7K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
258+ 5.04% |
$22.1K - $24.2K
|
5.38K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
257+ 7.83% |
$22K - $24.1K
|
3.54K
$289K
|