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 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-210- 1.53% |
$18K - $19.7K
|
13.5K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-243- 5.27% |
$20.8K - $22.8K
|
4.37K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-250- 3.38% |
$21.4K - $23.5K
|
7.14K
$582K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-251- 8.35% |
$21.5K - $23.6K
|
2.76K
$225K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-260- 1.6% |
$22.3K - $24.4K
|
16K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-262- 0.64% |
$22.5K - $24.6K
|
40.7K
$3.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-265- 0.41% |
$22.7K - $24.9K
|
64.5K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-275- 5.28% |
$23.6K - $25.8K
|
4.93K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.22% |
$23.7K - $26K
|
4.18K
$341K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-280- 1.05% |
$24K - $26.3K
|
26.3K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-281- 8.92% |
$24.1K - $26.4K
|
2.87K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-283- 6.61% |
$24.3K - $26.6K
|
4K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-284- 0.71% |
$24.3K - $26.7K
|
40K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-287- 4.31% |
$24.6K - $27K
|
6.38K
$520K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-300- 4.76% |
$25.7K - $28.2K
|
6K
$489K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-328- 7.8% |
$28.1K - $30.8K
|
3.88K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-350- 1.06% |
$30K - $32.9K
|
32.7K
$2.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-360- 2.23% |
$30.9K - $33.8K
|
15.8K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-383- 13.89% |
$32.8K - $36K
|
2.37K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-400- 3.7% |
$34.3K - $37.6K
|
10.4K
$848K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-417- 96.98% |
$35.7K - $39.2K
|
13
$1.06K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-454- 8.46% |
$38.9K - $42.7K
|
4.91K
$400K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-456- 2.65% |
$39.1K - $42.8K
|
16.7K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 50.22% |
$39.6K - $43.4K
|
458
$37.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-474- 2.05% |
$40.6K - $44.5K
|
22.7K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-477- 5.24% |
$40.9K - $44.8K
|
8.62K
$703K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-478- 8.71% |
$41K - $44.9K
|
5.01K
$408K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-483- 5.94% |
$41.4K - $45.4K
|
7.65K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-486- 3.21% |
$41.7K - $45.7K
|
14.7K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.2% |
$42.9K - $47K
|
41.1K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-511- 26.82% |
$43.8K - $48K
|
1.39K
$114K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-531- 19.53% |
$45.5K - $49.9K
|
2.19K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-534- 2.89% |
$45.8K - $50.2K
|
17.9K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-539- 6.74% |
$46.2K - $50.6K
|
7.46K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-551- 10.09% |
$47.2K - $51.8K
|
4.91K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-555- 0.9% |
$47.6K - $52.1K
|
60.8K
$4.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-565- 1.2% |
$48.4K - $53.1K
|
46.7K
$3.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-604- 2.29% |
$51.8K - $56.8K
|
25.8K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-606- 0.79% |
$51.9K - $56.9K
|
75.9K
$6.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-637- 4.92% |
$54.6K - $59.9K
|
12.3K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-640- 0.66% |
$54.8K - $60.1K
|
96.2K
$7.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-643- 0.99% |
$55.1K - $60.4K
|
64.1K
$5.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-712- 17.8% |
$61K - $66.9K
|
3.29K
$268K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-750- 0.94% |
$64.3K - $70.5K
|
79.3K
$6.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-764- 9.84% |
$65.5K - $71.8K
|
7K
$571K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-768- 4.16% |
$65.8K - $72.2K
|
17.7K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-777- 1.72% |
$66.6K - $73K
|
44.4K
$3.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-798- 22.57% |
$68.4K - $75K
|
2.74K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-800- 1.3% |
$68.6K - $75.2K
|
60.8K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 27.11% |
$78.7K - $86.3K
|
2.47K
$201K
|