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 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
80+ 0.62% |
$6.86K - $7.52K
|
13.1K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
79+ 1.19% |
$6.77K - $7.42K
|
6.73K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
78+ 0.84% |
$6.68K - $7.33K
|
9.33K
$798K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
75New |
$6.43K - $7.05K
|
75
$6.41K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.23% |
$6.08K - $6.67K
|
5.82K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
71+ 165.12% |
$6.08K - $6.67K
|
114
$9.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
70New |
$6K - $6.58K
|
70
$5.98K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
68+ 0.27% |
$5.83K - $6.39K
|
25.5K
$2.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
67+ 0.75% |
$5.74K - $6.3K
|
8.98K
$768K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
66+ 8.89% |
$5.66K - $6.2K
|
808
$69.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
65+ 0.71% |
$5.57K - $6.11K
|
9.23K
$789K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
65+ 0.46% |
$5.57K - $6.11K
|
14.2K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
63+ 1.84% |
$5.4K - $5.92K
|
3.49K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 15.29% |
$5.4K - $5.92K
|
475
$40.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
59+ 1.13% |
$5.06K - $5.54K
|
5.27K
$450K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
58New |
$4.97K - $5.45K
|
58
$4.96K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
57New |
$4.88K - $5.36K
|
57
$4.87K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
57+ 0.74% |
$4.88K - $5.36K
|
7.73K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
57+ 12.87% |
$4.88K - $5.36K
|
500
$42.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
56+ 0.26% |
$4.8K - $5.26K
|
21.9K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
56+ 0.83% |
$4.8K - $5.26K
|
6.84K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
55New |
$4.71K - $5.17K
|
55
$4.7K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
55New |
$4.71K - $5.17K
|
55
$4.7K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
55+ 0.49% |
$4.71K - $5.17K
|
11.2K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
55+ 0.82% |
$4.71K - $5.17K
|
6.79K
$580K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53+ 1.58% |
$4.54K - $4.98K
|
3.4K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
53+ 14.76% |
$4.54K - $4.98K
|
412
$35.2K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52+ 236.36% |
$4.46K - $4.89K
|
74
$6.32K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
52+ 0.06% |
$4.46K - $4.89K
|
87.9K
$7.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
50+ 38.46% |
$4.29K - $4.7K
|
180
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
49+ 1.98% |
$4.2K - $4.6K
|
2.52K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
49+ 0.28% |
$4.2K - $4.6K
|
17.6K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
49+ 1.84% |
$4.2K - $4.6K
|
2.72K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
48+ 26.52% |
$4.11K - $4.51K
|
229
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
48New |
$4.11K - $4.51K
|
48
$4.1K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
46+ 0.43% |
$3.94K - $4.32K
|
10.8K
$922K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
45+ 1.27% |
$3.86K - $4.23K
|
3.59K
$306K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
45+ 0.66% |
$3.86K - $4.23K
|
6.83K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
43+ 0.13% |
$3.69K - $4.04K
|
34.4K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 0.16% |
$3.69K - $4.04K
|
27.8K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
42+ 0.51% |
$3.6K - $3.95K
|
8.31K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
41+ 0.24% |
$3.51K - $3.85K
|
17.5K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
39+ 0.27% |
$3.34K - $3.66K
|
14.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
39+ 0.59% |
$3.34K - $3.66K
|
6.61K
$565K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
37New |
$3.17K - $3.48K
|
37
$3.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
34New |
$2.91K - $3.19K
|
34
$2.91K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
33+ 1.16% |
$2.83K - $3.1K
|
2.87K
$245K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
33+ 0.47% |
$2.83K - $3.1K
|
7.08K
$605K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
31+ 0.12% |
$2.66K - $2.91K
|
24.9K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
30+ 1.22% |
$2.57K - $2.82K
|
2.5K
$213K
|