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 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-5- 0.03% |
$429 - $470
|
17.5K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8- -0.0% |
$686 - $752
|
353K
$30.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-10- 0.19% |
$857 - $940
|
5.18K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.02% |
$857 - $940
|
42K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-10- 0.31% |
$857 - $940
|
3.22K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11- 1.0% |
$943 - $1.03K
|
1.09K
$93.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-12- 0.04% |
$1.03K - $1.13K
|
34.3K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12- 0.19% |
$1.03K - $1.13K
|
6.32K
$540K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-13- 0.4% |
$1.11K - $1.22K
|
3.24K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.38% |
$1.2K - $1.32K
|
3.64K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-15- 1.84% |
$1.29K - $1.41K
|
799
$68.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-15- 0.19% |
$1.29K - $1.41K
|
7.8K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.15% |
$1.29K - $1.41K
|
9.73K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 6.47% |
$1.29K - $1.41K
|
217
$18.5K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.14% |
$1.37K - $1.5K
|
11.3K
$968K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$1.46K - $1.6K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-18- 0.08% |
$1.54K - $1.69K
|
23.3K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-18- 3.86% |
$1.54K - $1.69K
|
448
$38.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.43% |
$1.71K - $1.88K
|
4.6K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-20- 5.22% |
$1.71K - $1.88K
|
363
$31K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-21- 0.23% |
$1.8K - $1.97K
|
9.15K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-21- 0.24% |
$1.8K - $1.97K
|
8.89K
$760K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-22- 0.8% |
$1.89K - $2.07K
|
2.74K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-23- 0.11% |
$1.97K - $2.16K
|
21.8K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-24- 0.96% |
$2.06K - $2.26K
|
2.48K
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.08% |
$2.06K - $2.26K
|
28.5K
$2.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.42% |
$2.14K - $2.35K
|
5.95K
$509K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-25- 0.06% |
$2.14K - $2.35K
|
43.9K
$3.75M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-25- 0.98% |
$2.14K - $2.35K
|
2.52K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-25- 0.14% |
$2.14K - $2.35K
|
17.6K
$1.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-26- 96.3% |
$2.23K - $2.44K
|
1
$85.5
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 19.26% |
$2.23K - $2.44K
|
109
$9.32K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-26- 0.14% |
$2.23K - $2.44K
|
19.2K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-27- 0.48% |
$2.31K - $2.54K
|
5.57K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-28- 0.47% |
$2.4K - $2.63K
|
5.9K
$504K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-30- 0.65% |
$2.57K - $2.82K
|
4.6K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-30- 8.15% |
$2.57K - $2.82K
|
338
$28.9K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-30- 0.68% |
$2.57K - $2.82K
|
4.41K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-31- 0.5% |
$2.66K - $2.91K
|
6.2K
$530K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-32- 0.65% |
$2.74K - $3.01K
|
4.89K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-33- 0.42% |
$2.83K - $3.1K
|
7.73K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-35- 0.61% |
$3K - $3.29K
|
5.74K
$491K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 1.17% |
$3.09K - $3.38K
|
3.03K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-37- 0.25% |
$3.17K - $3.48K
|
14.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-40- 0.48% |
$3.43K - $3.76K
|
8.24K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-42- 0.33% |
$3.6K - $3.95K
|
12.9K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-43- 1.45% |
$3.69K - $4.04K
|
2.92K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-45- 0.53% |
$3.86K - $4.23K
|
8.49K
$725K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-45- 0.63% |
$3.86K - $4.23K
|
7.14K
$610K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-46- 0.71% |
$3.94K - $4.32K
|
6.41K
$548K
|