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 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
53.8KNew |
$4.61M - $5.05M
|
53.8K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
52.9KNew |
$4.54M - $4.97M
|
52.9K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.8K+ 3.89% |
$4.52M - $4.96M
|
1.41M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
52.1K+ 18.24% |
$4.47M - $4.9M
|
338K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
51.7K+ 27060.21% |
$4.43M - $4.86M
|
51.9K
$4.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
49.6K+ 11.37% |
$4.25M - $4.66M
|
486K
$39.6M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
47.8K+ 68.98% |
$4.1M - $4.49M
|
117K
$9.55M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
47.3K+ 11591.91% |
$4.05M - $4.44M
|
47.7K
$3.89M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
45.2KNew |
$3.87M - $4.24M
|
45.2K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
44.6K+ 100.36% |
$3.82M - $4.19M
|
89K
$7.26M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43K+ 78.75% |
$3.69M - $4.04M
|
97.6K
$7.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
40.4K+ 101.52% |
$3.47M - $3.8M
|
80.3K
$6.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.5K+ 4.32% |
$3.39M - $3.71M
|
955K
$77.8M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38.9K+ 16686.27% |
$3.33M - $3.65M
|
39.1K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
37.7KNew |
$3.23M - $3.54M
|
37.7K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
37K+ 68.0% |
$3.17M - $3.48M
|
91.4K
$7.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
36K+ 130.82% |
$3.09M - $3.38M
|
63.5K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
- |
35KNew |
$3M - $3.29M
|
35K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34K+ 68.04% |
$2.91M - $3.19M
|
83.9K
$6.84M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33.3K+ 9.08% |
$2.86M - $3.13M
|
400K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
32.7KNew |
$2.8M - $3.07M
|
32.7K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
32.2KNew |
$2.76M - $3.02M
|
32.2K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
30.7K+ 34.43% |
$2.63M - $2.88M
|
120K
$9.76M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
30K+ 722.89% |
$2.57M - $2.82M
|
34.2K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
29.8KNew |
$2.55M - $2.8M
|
29.8K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
28.1K+ 26.78% |
$2.41M - $2.64M
|
133K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
26.4K+ 0.79% |
$2.26M - $2.48M
|
3.35M
$273M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
25.9K+ 483.58% |
$2.22M - $2.44M
|
31.3K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25.9KNew |
$2.22M - $2.43M
|
25.9K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
25.4KNew |
$2.18M - $2.39M
|
25.4K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
25.2KNew |
$2.16M - $2.37M
|
25.2K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25K+ 43.08% |
$2.14M - $2.35M
|
83K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25K+ 257.85% |
$2.14M - $2.35M
|
34.7K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
25KNew |
$2.14M - $2.35M
|
25K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
24.3K+ 25.9% |
$2.08M - $2.28M
|
118K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 98.44% |
$2.08M - $2.28M
|
48.8K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
23.8KNew |
$2.04M - $2.24M
|
23.8K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
23.7K+ 86.8% |
$2.03M - $2.23M
|
51K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
22.9K+ 72.83% |
$1.96M - $2.15M
|
54.3K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22.7K+ 94.92% |
$1.94M - $2.13M
|
46.6K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
22.4K+ 645.55% |
$1.92M - $2.11M
|
25.9K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.4KNew |
$1.92M - $2.11M
|
22.4K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.3K+ 4.58% |
$1.91M - $2.1M
|
510K
$41.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.1K+ 8.3% |
$1.89M - $2.08M
|
288K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 58.32% |
$1.89M - $2.07M
|
59.8K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
21.6K+ 36.95% |
$1.85M - $2.03M
|
79.9K
$6.52M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
20.9KNew |
$1.79M - $1.97M
|
20.9K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
20.6K+ 63.69% |
$1.77M - $1.94M
|
53K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
20.3K+ 19.32% |
$1.74M - $1.91M
|
125K
$10.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
20K+ 75.73% |
$1.72M - $1.88M
|
46.5K
$3.79M
|