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
|
Hengehold Capital Management LLC
|
BUY
|
- |
241+ 5.92% |
$20.7K - $22.6K
|
4.31K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 4.72% |
$20.6K - $22.6K
|
5.33K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
239+ 7.47% |
$20.5K - $22.5K
|
3.44K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
231+ 1.06% |
$19.8K - $21.7K
|
22.1K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
231+ 1.2% |
$19.8K - $21.7K
|
19.5K
$1.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$18.8K - $20.6K
|
219
$17.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
213+ 2.46% |
$18.3K - $20K
|
8.89K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
180+ 2.7% |
$15.4K - $16.9K
|
6.84K
$558K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
177+ 2.48% |
$15.2K - $16.6K
|
7.3K
$595K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
170+ 1.64% |
$14.6K - $16K
|
10.6K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168+ 11.21% |
$14.4K - $15.8K
|
1.67K
$136K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
153+ 7.45% |
$13.1K - $14.4K
|
2.21K
$180K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
150+ 2.52% |
$12.9K - $14.1K
|
6.11K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
149+ 3.14% |
$12.8K - $14K
|
4.89K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
143+ 1.95% |
$12.3K - $13.4K
|
7.48K
$610K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
140+ 19.23% |
$12K - $13.2K
|
868
$70.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.27% |
$11.4K - $12.5K
|
10.6K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
131+ 1.34% |
$11.2K - $12.3K
|
9.87K
$805K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
123+ 2.92% |
$10.5K - $11.6K
|
4.33K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
116+ 2.57% |
$9.94K - $10.9K
|
4.64K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
100+ 1.46% |
$8.57K - $9.4K
|
6.95K
$566K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
91+ 14.51% |
$7.8K - $8.55K
|
718
$58.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$7.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
89+ 0.8% |
$7.63K - $8.36K
|
11.2K
$912K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
83+ 0.81% |
$7.11K - $7.8K
|
10.4K
$847K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
68+ 0.27% |
$5.83K - $6.39K
|
25.5K
$2.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
67+ 0.75% |
$5.74K - $6.3K
|
8.98K
$732K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
65+ 0.71% |
$5.57K - $6.11K
|
9.23K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
59+ 1.13% |
$5.06K - $5.54K
|
5.27K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
39+ 0.27% |
$3.34K - $3.66K
|
14.6K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34New |
$2.91K - $3.19K
|
34
$2.77K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
26+ 0.7% |
$2.23K - $2.44K
|
3.75K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
25+ 0.94% |
$2.14K - $2.35K
|
2.68K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24+ 2.02% |
$2.06K - $2.26K
|
1.21K
$98.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.73% |
$1.97K - $2.16K
|
3.19K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
23+ 0.06% |
$1.97K - $2.16K
|
41.8K
$3.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.44% |
$1.63K - $1.79K
|
4.37K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$943 - $1.03K
|
10.6K
$860K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$943 - $1.03K
|
2.4K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
10+ 0.2% |
$857 - $940
|
5.13K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$857 - $940
|
10
$815
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
8+ 0.1% |
$686 - $752
|
7.83K
$638K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.26% |
$600 - $658
|
2.71K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$171 - $188
|
10.3K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.54% |
$171 - $188
|
373
$30.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.7 - $94
|
5.57K
$454K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.53% |
$85.7 - $94
|
191
$15.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$85.7 - $94
|
1.27K
$104K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 2.0% |
$85.7 - $94
|
51
$4.16K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
1+ 0.6% |
$85.7 - $94
|
167
$13.6K
|