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
|
Cva Family Office, LLC
|
BUY
|
- |
675+ 68.11% |
$57.8K - $63.4K
|
1.67K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
658+ 1.63% |
$56.4K - $61.8K
|
41.1K
$3.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
653+ 10.15% |
$56K - $61.4K
|
7.09K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
651+ 4.35% |
$55.8K - $61.2K
|
15.6K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
641+ 8.59% |
$54.9K - $60.2K
|
8.1K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
633+ 3.68% |
$54.2K - $59.5K
|
17.8K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
618+ 10.98% |
$53K - $58.1K
|
6.25K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
618+ 2.38% |
$53K - $58.1K
|
26.6K
$2.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
615+ 3.85% |
$52.7K - $57.8K
|
16.6K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
614+ 13.03% |
$52.6K - $57.7K
|
5.33K
$434K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
600New |
$51.4K - $56.4K
|
600
$48.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
600+ 7.81% |
$51.4K - $56.4K
|
8.28K
$675K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
588+ 21.03% |
$50.4K - $55.2K
|
3.38K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
586+ 13.09% |
$50.2K - $55.1K
|
5.06K
$413K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
577+ 2.1% |
$49.4K - $54.2K
|
28K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
575+ 4.65% |
$49.3K - $54K
|
12.9K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
567+ 2.86% |
$48.6K - $53.3K
|
20.4K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
557+ 3.25% |
$47.7K - $52.3K
|
17.7K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
543+ 3.33% |
$46.5K - $51K
|
16.9K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
535+ 14.51% |
$45.8K - $50.3K
|
4.22K
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
519+ 5.49% |
$44.5K - $48.8K
|
9.98K
$813K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
508+ 1.92% |
$43.5K - $47.7K
|
26.9K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
507+ 5.41% |
$43.4K - $47.6K
|
9.87K
$805K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
505+ 1.96% |
$43.3K - $47.4K
|
26.2K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
502New |
$43K - $47.2K
|
502
$40.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
494+ 17.13% |
$42.3K - $46.4K
|
3.38K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
494+ 2.15% |
$42.3K - $46.4K
|
23.5K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
489+ 2.88% |
$41.9K - $45.9K
|
17.4K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
486+ 2.22% |
$41.7K - $45.7K
|
22.4K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
485+ 13.01% |
$41.6K - $45.6K
|
4.21K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
480+ 4.09% |
$41.1K - $45.1K
|
12.2K
$997K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
476+ 3.87% |
$40.8K - $44.7K
|
12.8K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
471New |
$40.4K - $44.3K
|
471
$38.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.3% |
$40K - $43.9K
|
20.8K
$1.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
464+ 8.36% |
$39.8K - $43.6K
|
6.01K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
458+ 10.69% |
$39.3K - $43K
|
4.74K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
450+ 96.98% |
$38.6K - $42.3K
|
914
$74.5K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
440+ 8.22% |
$37.7K - $41.3K
|
5.79K
$472K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
438+ 8.91% |
$37.5K - $41.2K
|
5.36K
$437K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
437New |
$37.5K - $41.1K
|
437
$35.6K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
427+ 0.74% |
$36.6K - $40.1K
|
57.8K
$4.71M
|
|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
420+ 17.7% |
$36K - $39.5K
|
2.79K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
412+ 3.14% |
$35.3K - $38.7K
|
13.5K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
410+ 5.63% |
$35.1K - $38.5K
|
7.69K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
410+ 7.85% |
$35.1K - $38.5K
|
5.64K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
405+ 12.82% |
$34.7K - $38.1K
|
3.56K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
402+ 6.35% |
$34.5K - $37.8K
|
6.73K
$549K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
400+ 4.32% |
$34.3K - $37.6K
|
9.65K
$787K
|