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 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-91- 0.63% |
$7.8K - $8.55K
|
14.3K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 0.66% |
$7.8K - $8.55K
|
13.8K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-91- 1.33% |
$7.8K - $8.55K
|
6.74K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-94- 0.5% |
$8.06K - $8.83K
|
18.9K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-97- 1.68% |
$8.31K - $9.11K
|
5.69K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-97- 1.99% |
$8.31K - $9.11K
|
4.78K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-99- 1.85% |
$8.48K - $9.3K
|
5.26K
$466K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-99- 99.0% |
$8.48K - $9.3K
|
1
$88.6
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-99- 31.73% |
$8.48K - $9.3K
|
213
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-99- 3.31% |
$8.48K - $9.3K
|
2.89K
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 1.84% |
$8.57K - $9.4K
|
5.35K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-100- 1.09% |
$8.57K - $9.4K
|
9.05K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-100- 3.13% |
$8.57K - $9.4K
|
3.1K
$274K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-100- 1.01% |
$8.57K - $9.4K
|
9.76K
$865K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 4.32% |
$8.57K - $9.4K
|
2.21K
$196K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-100- 3.83% |
$8.57K - $9.4K
|
2.51K
$222K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 2.67% |
$8.66K - $9.49K
|
3.68K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-101- 16.16% |
$8.66K - $9.49K
|
524
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-101- 4.24% |
$8.66K - $9.49K
|
2.28K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-104- 1.05% |
$8.91K - $9.77K
|
9.8K
$869K
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-104- 0.86% |
$8.91K - $9.77K
|
11.9K
$1.06M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-104- 0.98% |
$8.91K - $9.77K
|
10.5K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 30.88% |
$9.34K - $10.2K
|
244
$21.6K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-111- 1.19% |
$9.51K - $10.4K
|
9.25K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-112- 2.3% |
$9.6K - $10.5K
|
4.76K
$422K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 19.69% |
$9.86K - $10.8K
|
469
$41.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-116- 2.46% |
$9.94K - $10.9K
|
4.59K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-119- 6.26% |
$10.2K - $11.2K
|
1.78K
$158K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-121- 14.14% |
$10.4K - $11.4K
|
735
$65.1K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-122- 5.01% |
$10.5K - $11.5K
|
2.31K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-125- 3.52% |
$10.7K - $11.7K
|
3.43K
$304K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-125- 1.16% |
$10.7K - $11.7K
|
10.6K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 3.06% |
$10.9K - $11.9K
|
4.02K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 0.94% |
$11K - $12K
|
13.4K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-130- 0.01% |
$11.1K - $12.2K
|
2.16M
$192M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-133- 2.11% |
$11.4K - $12.5K
|
6.18K
$547K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-134- 2.0% |
$11.5K - $12.6K
|
6.57K
$582K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-139- 11.78% |
$11.9K - $13.1K
|
1.04K
$92.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-140- 3.51% |
$12K - $13.2K
|
3.85K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-145- 65.61% |
$12.4K - $13.6K
|
76
$6.73K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-145- 2.96% |
$12.4K - $13.6K
|
4.75K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-145- 2.17% |
$12.4K - $13.6K
|
6.55K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-146- 1.75% |
$12.5K - $13.7K
|
8.21K
$728K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-146- 0.86% |
$12.5K - $13.7K
|
16.8K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-147- 0.74% |
$12.6K - $13.8K
|
19.7K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-148- 30.71% |
$12.7K - $13.9K
|
334
$29.6K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-148- 5.21% |
$12.7K - $13.9K
|
2.69K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-149- 0.33% |
$12.8K - $14K
|
45K
$3.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 16.67% |
$12.9K - $14.1K
|
750
$66.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-151- 1.89% |
$12.9K - $14.2K
|
7.83K
$693K
|