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 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-156- 1.4% |
$13.4K - $14.7K
|
11K
$974K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-158- 70.22% |
$13.5K - $14.8K
|
67
$5.94K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-159- 1.63% |
$13.6K - $14.9K
|
9.62K
$852K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-161- 3.9% |
$13.8K - $15.1K
|
3.97K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-162- 0.19% |
$13.9K - $15.2K
|
87.2K
$7.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-163- 3.63% |
$14K - $15.3K
|
4.33K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-163- 1.94% |
$14K - $15.3K
|
8.22K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-163- 6.43% |
$14K - $15.3K
|
2.37K
$210K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-164- 2.02% |
$14.1K - $15.4K
|
7.95K
$705K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-164- 20.73% |
$14.1K - $15.4K
|
627
$55.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-165- 2.37% |
$14.1K - $15.5K
|
6.79K
$602K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-168- 1.25% |
$14.4K - $15.8K
|
13.3K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-169- 10.22% |
$14.5K - $15.9K
|
1.48K
$131K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-171- 2.48% |
$14.7K - $16.1K
|
6.73K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-177- 4.34% |
$15.2K - $16.6K
|
3.9K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-182- 32.38% |
$15.6K - $17.1K
|
380
$33.7K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-185- 6.65% |
$15.9K - $17.4K
|
2.6K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-190- 5.03% |
$16.3K - $17.9K
|
3.58K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-190- 4.93% |
$16.3K - $17.9K
|
3.66K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-190- 5.92% |
$16.3K - $17.9K
|
3.02K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-191- 3.24% |
$16.4K - $17.9K
|
5.71K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-192- 5.23% |
$16.5K - $18K
|
3.48K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-192- 4.15% |
$16.5K - $18K
|
4.43K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-197- 66.55% |
$16.9K - $18.5K
|
99
$8.77K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-197- 1.89% |
$16.9K - $18.5K
|
10.2K
$905K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-198- 2.23% |
$17K - $18.6K
|
8.68K
$769K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 5.38% |
$17.1K - $18.8K
|
3.52K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-200- 3.3% |
$17.1K - $18.8K
|
5.86K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-204- 1.98% |
$17.5K - $19.2K
|
10.1K
$893K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-205- 1.01% |
$17.6K - $19.3K
|
20.1K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-208- 76.19% |
$17.8K - $19.5K
|
65
$5.76K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-208- 3.03% |
$17.8K - $19.5K
|
6.65K
$589K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-210- 1.53% |
$18K - $19.7K
|
13.5K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-218- 2.04% |
$18.7K - $20.5K
|
10.5K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-218- 1.93% |
$18.7K - $20.5K
|
11.1K
$980K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-218- 4.3% |
$18.7K - $20.5K
|
4.85K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-219- 1.47% |
$18.8K - $20.6K
|
14.7K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-225- 3.49% |
$19.3K - $21.1K
|
6.22K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-227- 14.95% |
$19.5K - $21.3K
|
1.29K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-230- 0.85% |
$19.7K - $21.6K
|
26.8K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-233- 2.74% |
$20K - $21.9K
|
8.28K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-234- 0.52% |
$20.1K - $22K
|
45.1K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-236- 1.47% |
$20.2K - $22.2K
|
15.8K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-237- 9.32% |
$20.3K - $22.3K
|
2.31K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-238- 9.56% |
$20.4K - $22.4K
|
2.25K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-243- 5.27% |
$20.8K - $22.8K
|
4.37K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-247- 35.14% |
$21.2K - $23.2K
|
456
$40.4K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-247- 0.64% |
$21.2K - $23.2K
|
38.3K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-248- 1.74% |
$21.3K - $23.3K
|
14K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
SELL
|
- |
-249- 6.84% |
$21.3K - $23.4K
|
3.39K
$300K
|