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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-46- 1.02% |
$3.94K - $4.32K
|
4.47K
$382K
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-49- 0.49% |
$4.2K - $4.6K
|
10K
$859K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-49- 1.25% |
$4.2K - $4.6K
|
3.88K
$332K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-49- 0.5% |
$4.2K - $4.6K
|
9.66K
$825K
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-49- 3.05% |
$4.2K - $4.6K
|
1.56K
$133K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.62% |
$4.29K - $4.7K
|
705
$60.3K
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 0.19% |
$4.29K - $4.7K
|
25.7K
$2.2M
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 0.67% |
$4.29K - $4.7K
|
7.39K
$632K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 1.62% |
$4.29K - $4.7K
|
3.04K
$260K
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-53- 0.77% |
$4.54K - $4.98K
|
6.83K
$584K
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-54- 1.61% |
$4.63K - $5.07K
|
3.29K
$281K
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-56- 1.69% |
$4.8K - $5.26K
|
3.27K
$279K
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-60- 17.75% |
$5.14K - $5.64K
|
278
$23.8K
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-60- 13.04% |
$5.14K - $5.64K
|
400
$34.2K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-61- 0.99% |
$5.23K - $5.73K
|
6.1K
$522K
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-62- 0.74% |
$5.31K - $5.83K
|
8.27K
$707K
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-63- 0.86% |
$5.4K - $5.92K
|
7.28K
$622K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-64- 0.01% |
$5.48K - $6.01K
|
1.23M
$106M
|
|
May 07, 2025
Q1 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-64- 0.25% |
$5.48K - $6.01K
|
25.3K
$2.16M
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-65- 0.53% |
$5.57K - $6.11K
|
12.3K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-66- 1.5% |
$5.66K - $6.2K
|
4.32K
$369K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-67- 40.61% |
$5.74K - $6.3K
|
98
$8.38K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-68- 13.55% |
$5.83K - $6.39K
|
434
$37.1K
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-69- 0.28% |
$5.91K - $6.48K
|
24.1K
$2.06M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-71- 0.57% |
$6.08K - $6.67K
|
12.4K
$1.06M
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-71- 4.35% |
$6.08K - $6.67K
|
1.56K
$134K
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-73- 1.91% |
$6.26K - $6.86K
|
3.76K
$321K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-76- 0.83% |
$6.51K - $7.14K
|
9.1K
$778K
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-78- 1.61% |
$6.68K - $7.33K
|
4.77K
$408K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-78- 0.61% |
$6.68K - $7.33K
|
12.7K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-78- 34.98% |
$6.68K - $7.33K
|
145
$12.4K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 15.36% |
$6.86K - $7.52K
|
441
$37.7K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-82- 0.95% |
$7.03K - $7.7K
|
8.52K
$728K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-83- 1.36% |
$7.11K - $7.8K
|
6.03K
$515K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-85- 0.86% |
$7.28K - $7.99K
|
9.8K
$837K
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-87- 2.18% |
$7.46K - $8.17K
|
3.91K
$334K
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-89- 1.45% |
$7.63K - $8.36K
|
6.04K
$516K
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-90- 2.77% |
$7.71K - $8.46K
|
3.16K
$270K
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-91- 0.63% |
$7.8K - $8.55K
|
14.3K
$1.22M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 0.66% |
$7.8K - $8.55K
|
13.8K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-91- 1.33% |
$7.8K - $8.55K
|
6.74K
$576K
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-94- 0.5% |
$8.06K - $8.83K
|
18.9K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 1.68% |
$8.31K - $9.11K
|
5.69K
$486K
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-97- 1.99% |
$8.31K - $9.11K
|
4.78K
$408K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-99- 1.85% |
$8.48K - $9.3K
|
5.26K
$450K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 99.0% |
$8.48K - $9.3K
|
1
$85.5
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-99- 31.73% |
$8.48K - $9.3K
|
213
$18.2K
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 3.31% |
$8.48K - $9.3K
|
2.89K
$247K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 1.84% |
$8.57K - $9.4K
|
5.35K
$457K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.09% |
$8.57K - $9.4K
|
9.05K
$773K
|