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
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.05% |
$514 - $564
|
12.8K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.47% |
$514 - $564
|
1.28K
$109K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6+ 0.03% |
$514 - $564
|
21.2K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5+ 0.23% |
$429 - $470
|
2.14K
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$429 - $470
|
5.85K
$500K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
5+ 0.62% |
$429 - $470
|
808
$69.1K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.4% |
$343 - $376
|
1.01K
$86.1K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$343 - $376
|
3.36K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
4+ 6.45% |
$343 - $376
|
66
$5.64K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.79% |
$257 - $282
|
385
$32.9K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.43% |
$257 - $282
|
707
$60.4K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.53% |
$257 - $282
|
565
$48.3K
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3+ 0.07% |
$257 - $282
|
4.55K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3+ 0.36% |
$257 - $282
|
836
$71.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.54% |
$171 - $188
|
373
$31.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$171 - $188
|
10.3K
$883K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2+ 0.68% |
$171 - $188
|
295
$25.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$171 - $188
|
3.39K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$171 - $188
|
2
$171
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.83% |
$171 - $188
|
243
$20.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.01% |
$85.7 - $94
|
14K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$85.7 - $94
|
1.27K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
1+ 0.6% |
$85.7 - $94
|
167
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$85.7 - $94
|
5.57K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1+ 0.53% |
$85.7 - $94
|
191
$16.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 2.0% |
$85.7 - $94
|
51
$4.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.2% |
$85.7 - $94
|
513
$43.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.0% |
$85.7 - $94
|
35.7K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$85.7 - $94
|
1
$85.5
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.2% |
$85.7 - $94
|
84
$7.18K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$85.7 - $94
|
871
$74.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.53% |
$85.7 - $94
|
190
$16.2K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 1.23% |
$85.7 - $94
|
82
$7.01K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.41% |
$85.7 - $94
|
242
$20.7K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.03% |
$85.7 - $94
|
2.95K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$85.7 - $94
|
14.9K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1+ 0.07% |
$85.7 - $94
|
1.45K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.21% |
$85.7 - $94
|
482
$41.2K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.41% |
$85.7 - $94
|
247
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1New |
$85.7 - $94
|
1
$85.5
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1- 0.02% |
$85.7 - $94
|
5.78K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.1% |
$85.7 - $94
|
1K
$85.7K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$85.7 - $94
|
18.7K
$1.6M
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$85.7 - $94
|
37.2K
$3.18M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
SELL
|
- |
-1- 0.03% |
$85.7 - $94
|
3.51K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2- 0.06% |
$171 - $188
|
3.51K
$300K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 1.04% |
$171 - $188
|
190
$16.2K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2- 0.03% |
$171 - $188
|
7.65K
$654K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.03% |
$257 - $282
|
11.4K
$970K
|