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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
254+ 1.91% |
$21.8K - $23.9K
|
13.6K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
244New |
$20.9K - $22.9K
|
244
$19.9K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
244+ 0.8% |
$20.9K - $22.9K
|
30.7K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
241+ 5.92% |
$20.7K - $22.6K
|
4.31K
$352K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 4.72% |
$20.6K - $22.6K
|
5.33K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
239+ 7.47% |
$20.5K - $22.5K
|
3.44K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
235+ 1.26% |
$20.1K - $22.1K
|
18.8K
$1.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
231+ 1.2% |
$19.8K - $21.7K
|
19.5K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
231+ 1.06% |
$19.8K - $21.7K
|
22.1K
$1.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
230New |
$19.7K - $21.6K
|
230
$18.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
229+ 0.45% |
$19.6K - $21.5K
|
51.6K
$4.21M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
223+ 2.97% |
$19.1K - $21K
|
7.73K
$630K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
219New |
$18.8K - $20.6K
|
219
$17.9K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
217+ 7.82% |
$18.6K - $20.4K
|
2.99K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
215+ 1.54% |
$18.4K - $20.2K
|
14.2K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
215+ 1.48% |
$18.4K - $20.2K
|
14.7K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
213+ 2.46% |
$18.3K - $20K
|
8.89K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
213+ 1.62% |
$18.3K - $20K
|
13.4K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
212+ 0.65% |
$18.2K - $19.9K
|
33.1K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
208+ 2.7% |
$17.8K - $19.5K
|
7.93K
$646K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
206+ 6.4% |
$17.7K - $19.4K
|
3.42K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
203+ 6.25% |
$17.4K - $19.1K
|
3.45K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
201+ 5.68% |
$17.2K - $18.9K
|
3.74K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
200+ 2.61% |
$17.1K - $18.8K
|
7.86K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
200New |
$17.1K - $18.8K
|
200
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
199New |
$17.1K - $18.7K
|
199
$16.2K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
198+ 29.2% |
$17K - $18.6K
|
876
$71.4K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
190+ 7.45% |
$16.3K - $17.9K
|
2.74K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
184+ 0.49% |
$15.8K - $17.3K
|
38K
$3.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
182+ 0.73% |
$15.6K - $17.1K
|
25.2K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
180+ 2.7% |
$15.4K - $16.9K
|
6.84K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
180+ 4.56% |
$15.4K - $16.9K
|
4.13K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
180+ 6.76% |
$15.4K - $16.9K
|
2.84K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
180+ 7.84% |
$15.4K - $16.9K
|
2.48K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
177+ 2.48% |
$15.2K - $16.6K
|
7.3K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
171+ 5.54% |
$14.7K - $16.1K
|
3.26K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
170+ 1.64% |
$14.6K - $16K
|
10.6K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
168+ 11.21% |
$14.4K - $15.8K
|
1.67K
$136K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
167+ 0.42% |
$14.3K - $15.7K
|
39.8K
$3.24M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
166+ 2.51% |
$14.2K - $15.6K
|
6.78K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
165+ 2.9% |
$14.1K - $15.5K
|
5.85K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
161+ 2.94% |
$13.8K - $15.1K
|
5.64K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
154+ 2.67% |
$13.2K - $14.5K
|
5.91K
$482K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
153+ 7.45% |
$13.1K - $14.4K
|
2.21K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
151+ 1.07% |
$12.9K - $14.2K
|
14.2K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
150+ 2.52% |
$12.9K - $14.1K
|
6.11K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
150+ 0.28% |
$12.9K - $14.1K
|
52.9K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
150+ 1.48% |
$12.9K - $14.1K
|
10.3K
$837K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
149+ 3.14% |
$12.8K - $14K
|
4.89K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
148+ 4.91% |
$12.7K - $13.9K
|
3.16K
$258K
|