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
|
Investment Advisory Group, LLC
|
BUY
|
- |
398+ 16.95% |
$34.1K - $37.4K
|
2.75K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
398+ 41.76% |
$34.1K - $37.4K
|
1.35K
$110K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
396+ 6.31% |
$33.9K - $37.2K
|
6.67K
$544K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
393+ 1.73% |
$33.7K - $36.9K
|
23.1K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
389+ 0.49% |
$33.3K - $36.6K
|
79K
$6.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
388+ 0.73% |
$33.3K - $36.5K
|
53.8K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
387+ 3.16% |
$33.2K - $36.4K
|
12.6K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
385+ 0.99% |
$33K - $36.2K
|
39.2K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
383+ 3.34% |
$32.8K - $36K
|
11.8K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
380+ 1.69% |
$32.6K - $35.7K
|
22.9K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
368+ 5.55% |
$31.5K - $34.6K
|
7K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
366+ 14.46% |
$31.4K - $34.4K
|
2.9K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
364+ 2.03% |
$31.2K - $34.2K
|
18.3K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
362+ 13.97% |
$31K - $34K
|
2.95K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
362+ 1292.86% |
$31K - $34K
|
390
$31.8K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
360+ 6.69% |
$30.9K - $33.8K
|
5.74K
$468K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
358+ 4.54% |
$30.7K - $33.6K
|
8.25K
$672K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
358+ 1.54% |
$30.7K - $33.6K
|
23.6K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
356+ 5.62% |
$30.5K - $33.4K
|
6.69K
$546K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
356+ 7.22% |
$30.5K - $33.4K
|
5.29K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
350+ 1.31% |
$30K - $32.9K
|
27K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
339New |
$29.1K - $31.9K
|
339
$27.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
335+ 6.32% |
$28.7K - $31.5K
|
5.64K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
335+ 418.75% |
$28.7K - $31.5K
|
415
$33.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
333New |
$28.5K - $31.3K
|
333
$27.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
$28.2K - $30.9K
|
329
$26.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
329+ 7.32% |
$28.2K - $30.9K
|
4.83K
$393K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
328+ 1.4% |
$28.1K - $30.8K
|
23.8K
$1.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
323+ 0.34% |
$27.7K - $30.3K
|
96K
$7.83M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
321+ 11.0% |
$27.5K - $30.2K
|
3.24K
$264K
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
314+ 1.44% |
$26.9K - $29.5K
|
22.1K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
310+ 2.34% |
$26.6K - $29.1K
|
13.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
302+ 0.54% |
$25.9K - $28.4K
|
56.4K
$4.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
300+ 4.93% |
$25.7K - $28.2K
|
6.39K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
300New |
$25.7K - $28.2K
|
300
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 1.53% |
$25.7K - $28.2K
|
20K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
288+ 0.6% |
$24.7K - $27.1K
|
48.2K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
288+ 0.03% |
$24.7K - $27.1K
|
1.04M
$84.7M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
286+ 0.25% |
$24.5K - $26.9K
|
114K
$9.25M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
284+ 7.33% |
$24.3K - $26.7K
|
4.16K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
275+ 2.83% |
$23.6K - $25.8K
|
9.99K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
273+ 470.69% |
$23.4K - $25.7K
|
331
$27K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
270+ 1.75% |
$23.1K - $25.4K
|
15.7K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
269+ 0.74% |
$23.1K - $25.3K
|
36.8K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
268+ 5.47% |
$23K - $25.2K
|
5.17K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
265+ 1.29% |
$22.7K - $24.9K
|
20.8K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
261+ 1.93% |
$22.4K - $24.5K
|
13.8K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
259+ 1.2% |
$22.2K - $24.3K
|
21.9K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
258+ 5.04% |
$22.1K - $24.2K
|
5.38K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
257+ 7.83% |
$22K - $24.1K
|
3.54K
$289K
|