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 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
147+ 6.13% |
$12.6K - $13.8K
|
2.54K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
143+ 1.95% |
$12.3K - $13.4K
|
7.48K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
143+ 0.83% |
$12.3K - $13.4K
|
17.5K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
140+ 19.23% |
$12K - $13.2K
|
868
$70.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
138+ 2.45% |
$11.8K - $13K
|
5.76K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
138+ 61.88% |
$11.8K - $13K
|
361
$29.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.27% |
$11.4K - $12.5K
|
10.6K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
133+ 4.43% |
$11.4K - $12.5K
|
3.13K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
133+ 1.89% |
$11.4K - $12.5K
|
7.15K
$583K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
131+ 1.34% |
$11.2K - $12.3K
|
9.87K
$805K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
131+ 2.42% |
$11.2K - $12.3K
|
5.54K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
130+ 27.2% |
$11.1K - $12.2K
|
608
$49.6K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
BUY
|
- |
130+ 1.97% |
$11.1K - $12.2K
|
6.74K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
129+ 0.71% |
$11.1K - $12.1K
|
18.2K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
129+ 3.23% |
$11.1K - $12.1K
|
4.12K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
128+ 20.35% |
$11K - $12K
|
757
$61.7K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
125+ 1.2% |
$10.7K - $11.7K
|
10.5K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
124+ 1.24% |
$10.6K - $11.7K
|
10.1K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
124+ 0.75% |
$10.6K - $11.7K
|
16.7K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
123+ 2.92% |
$10.5K - $11.6K
|
4.33K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
BUY
|
- |
122+ 2.77% |
$10.5K - $11.5K
|
4.53K
$369K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
120+ 1.39% |
$10.3K - $11.3K
|
8.78K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
116+ 2.57% |
$9.94K - $10.9K
|
4.64K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
114+ 1.26% |
$9.77K - $10.7K
|
9.2K
$750K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
113+ 4.78% |
$9.68K - $10.6K
|
2.48K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
111New |
$9.51K - $10.4K
|
111
$9.05K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
108+ 1.33% |
$9.26K - $10.1K
|
8.22K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
106+ 1.93% |
$9.08K - $9.96K
|
5.6K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
104+ 0.64% |
$8.91K - $9.77K
|
16.4K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
103+ 1.07% |
$8.83K - $9.68K
|
9.7K
$790K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
102+ 3.78% |
$8.74K - $9.58K
|
2.8K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
100+ 1.46% |
$8.57K - $9.4K
|
6.95K
$567K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 62.5% |
$8.57K - $9.4K
|
260
$21.2K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
99+ 0.94% |
$8.48K - $9.3K
|
10.6K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
97+ 0.52% |
$8.31K - $9.11K
|
18.7K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
95+ 1.52% |
$8.14K - $8.93K
|
6.35K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
95+ 0.06% |
$8.14K - $8.93K
|
162K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
94+ 3.81% |
$8.06K - $8.83K
|
2.56K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
92New |
$7.88K - $8.64K
|
92
$7.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
91+ 14.51% |
$7.8K - $8.55K
|
718
$58.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
91+ 37.6% |
$7.8K - $8.55K
|
333
$27.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$7.34K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
90New |
$7.71K - $8.46K
|
90
$7.34K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
89+ 0.8% |
$7.63K - $8.36K
|
11.2K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
89New |
$7.63K - $8.36K
|
89
$7.26K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
87+ 1.26% |
$7.46K - $8.17K
|
6.99K
$570K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
84+ 0.97% |
$7.2K - $7.89K
|
8.76K
$714K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
83+ 0.81% |
$7.11K - $7.8K
|
10.4K
$847K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 0.62% |
$6.86K - $7.52K
|
13.1K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79+ 1.19% |
$6.77K - $7.42K
|
6.73K
$548K
|