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 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 7.55% |
$765K - $839K
|
109K
$8.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-9.72K- 75.58% |
$833K - $913K
|
3.14K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12.3K- 73.33% |
$1.05M - $1.15M
|
4.46K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-12.6K- 25.93% |
$1.08M - $1.18M
|
36K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-13.2K- 59.24% |
$1.13M - $1.24M
|
9.06K
$738K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-13.9K- 70.58% |
$1.2M - $1.31M
|
5.81K
$474K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.8K- 25.43% |
$1.53M - $1.67M
|
52.2K
$4.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-18.1K- 44.76% |
$1.55M - $1.7M
|
22.3K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-19K- 39.53% |
$1.63M - $1.79M
|
29.1K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-20.9K- 44.71% |
$1.79M - $1.96M
|
25.9K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.9K- 11.92% |
$2.13M - $2.34M
|
184K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-25.4K- 45.41% |
$2.18M - $2.39M
|
30.6K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.8K- 27.66% |
$2.73M - $2.99M
|
83.2K
$6.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.6K- 32.79% |
$3.65M - $4M
|
87.2K
$7.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-45K- 82.89% |
$3.86M - $4.23M
|
9.29K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.7K- 60.12% |
$4.43M - $4.85M
|
34.3K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-57.3K- 51.7% |
$4.91M - $5.39M
|
53.5K
$4.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.2K- 10.21% |
$5.25M - $5.75M
|
539K
$43.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.6K- 95.95% |
$6.14M - $6.73M
|
3.02K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-78.5K- 93.41% |
$6.73M - $7.38M
|
5.54K
$452K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-89.5K- 94.98% |
$7.67M - $8.41M
|
4.73K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-136K- 98.93% |
$11.6M - $12.8M
|
1.47K
$120K
|