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 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29New |
$2.49K - $2.72K
|
29
$2.48K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
28+ 1.96% |
$2.4K - $2.63K
|
1.46K
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
27+ 0.5% |
$2.31K - $2.54K
|
5.39K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
26+ 0.7% |
$2.23K - $2.44K
|
3.75K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
25+ 0.94% |
$2.14K - $2.35K
|
2.68K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
25+ 0.26% |
$2.14K - $2.35K
|
9.79K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
24+ 2.02% |
$2.06K - $2.26K
|
1.21K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
23+ 0.06% |
$1.97K - $2.16K
|
41.8K
$3.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
23+ 0.73% |
$1.97K - $2.16K
|
3.19K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$1.89K - $2.07K
|
22
$1.88K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
22+ 0.75% |
$1.89K - $2.07K
|
2.95K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.8K - $1.97K
|
21
$1.79K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
21+ 0.36% |
$1.8K - $1.97K
|
5.81K
$496K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
20+ 2.92% |
$1.71K - $1.88K
|
705
$60.3K
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
20+ 0.53% |
$1.71K - $1.88K
|
3.81K
$326K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
20+ 2.32% |
$1.71K - $1.88K
|
881
$75.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.44% |
$1.63K - $1.79K
|
4.37K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
19+ 0.73% |
$1.63K - $1.79K
|
2.62K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
17New |
$1.46K - $1.6K
|
17
$1.45K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
17+ 0.29% |
$1.46K - $1.6K
|
5.9K
$504K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17+ 0.62% |
$1.46K - $1.6K
|
2.75K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
16+ 0.12% |
$1.37K - $1.5K
|
13.8K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14+ 0.05% |
$1.2K - $1.32K
|
26.3K
$2.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13+ 0.42% |
$1.11K - $1.22K
|
3.09K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
13+ 0.21% |
$1.11K - $1.22K
|
6.21K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 12.87% |
$1.11K - $1.22K
|
114
$9.74K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
13+ 0.47% |
$1.11K - $1.22K
|
2.76K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 8.16% |
$1.03K - $1.13K
|
159
$13.6K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
12+ 0.05% |
$1.03K - $1.13K
|
24K
$2.05M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 3.17% |
$1.03K - $1.13K
|
390
$33.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$943 - $1.03K
|
2.4K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
11+ 0.1% |
$943 - $1.03K
|
10.6K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
11+ 0.03% |
$943 - $1.03K
|
35.3K
$3.02M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
11New |
$943 - $1.03K
|
11
$940
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
10+ 0.2% |
$857 - $940
|
5.13K
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10New |
$857 - $940
|
10
$855
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
10+ 0.37% |
$857 - $940
|
2.68K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
10+ 0.72% |
$857 - $940
|
1.39K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
10+ 0.42% |
$857 - $940
|
2.37K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9+ 0.12% |
$771 - $846
|
7.66K
$654K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
9+ 0.06% |
$771 - $846
|
14.7K
$1.26M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
8+ 0.1% |
$686 - $752
|
7.83K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
8+ 1.28% |
$686 - $752
|
632
$54K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
8+ 0.34% |
$686 - $752
|
2.4K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.26% |
$600 - $658
|
2.71K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
7New |
$600 - $658
|
7
$598
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.29% |
$600 - $658
|
2.42K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6+ 0.21% |
$514 - $564
|
2.84K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.18% |
$514 - $564
|
3.35K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.07% |
$514 - $564
|
9.05K
$774K
|