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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-919- 2.09% |
$78.8K - $86.3K
|
43.1K
$3.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-940- 3.33% |
$80.6K - $88.3K
|
27.3K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-984- 9.32% |
$84.3K - $92.5K
|
9.57K
$780K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 2.37% |
$98.5K - $108K
|
47.4K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 24.43% |
$104K - $114K
|
3.74K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 21.06% |
$105K - $115K
|
4.61K
$375K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 3.51% |
$109K - $119K
|
34.9K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 12.86% |
$111K - $121K
|
8.76K
$714K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-1.38K- 21.71% |
$119K - $130K
|
4.99K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 14.13% |
$121K - $133K
|
8.61K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.43K- 8.28% |
$123K - $134K
|
15.8K
$1.29M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.6K- 27.88% |
$137K - $150K
|
4.13K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.67K- 23.34% |
$143K - $157K
|
5.49K
$448K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.85K- 14.38% |
$158K - $173K
|
11K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 1.79% |
$165K - $181K
|
105K
$8.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.93K- 18.71% |
$166K - $182K
|
8.4K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.09K- 10.62% |
$179K - $197K
|
17.6K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 2.35% |
$187K - $205K
|
90.5K
$7.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.21K- 8.52% |
$189K - $208K
|
23.7K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.24K- 10.19% |
$192K - $211K
|
19.8K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.37K- 34.41% |
$203K - $222K
|
4.51K
$368K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.7K- 22.18% |
$231K - $254K
|
9.47K
$772K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 20.27% |
$237K - $260K
|
10.9K
$888K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.15K- 7.22% |
$270K - $296K
|
40.5K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-3.34K- 7.21% |
$286K - $313K
|
42.9K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 4.65% |
$289K - $317K
|
69.2K
$5.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.62K- 3.84% |
$310K - $340K
|
90.6K
$7.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 4.94% |
$313K - $344K
|
70.4K
$5.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.89K- 33.26% |
$333K - $365K
|
7.8K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.04K- 10.62% |
$346K - $379K
|
34K
$2.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.09% |
$361K - $396K
|
30.6K
$2.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.46K- 60.86% |
$383K - $419K
|
2.87K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.57K- 51.31% |
$392K - $429K
|
4.34K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.6K- 4.83% |
$394K - $432K
|
90.7K
$7.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.62K- 34.95% |
$396K - $434K
|
8.6K
$701K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.07K- 16.88% |
$434K - $476K
|
25K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.14K- 1.08% |
$440K - $483K
|
469K
$38.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.26K- 8.22% |
$451K - $495K
|
58.8K
$4.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.46K- 2.41% |
$468K - $513K
|
221K
$18M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.47K- 10.0% |
$468K - $514K
|
49.2K
$4.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.68K- 41.51% |
$487K - $534K
|
8K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.68K- 8.57% |
$487K - $534K
|
60.6K
$4.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.99K- 68.37% |
$513K - $563K
|
2.77K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.65K- 10.84% |
$570K - $625K
|
54.7K
$4.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-6.69K- 30.85% |
$573K - $628K
|
15K
$1.22M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.11K- 55.22% |
$609K - $668K
|
5.76K
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.96K- 75.38% |
$682K - $748K
|
2.6K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.27K- 40.71% |
$709K - $777K
|
12K
$982K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8.62K- 82.0% |
$738K - $810K
|
1.89K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.9K- 32.11% |
$763K - $836K
|
18.8K
$1.53M
|