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 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-250- 3.38% |
$21.4K - $23.5K
|
7.14K
$633K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-250- 6.22% |
$21.4K - $23.5K
|
3.77K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 8.44% |
$21.4K - $23.5K
|
2.71K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-251- 8.35% |
$21.5K - $23.6K
|
2.76K
$244K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-251- 6.27% |
$21.5K - $23.6K
|
3.75K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-255- 5.02% |
$21.9K - $24K
|
4.82K
$427K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-258- 5.48% |
$22.1K - $24.2K
|
4.45K
$394K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-260- 1.6% |
$22.3K - $24.4K
|
16K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-261- 13.87% |
$22.4K - $24.5K
|
1.62K
$144K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-262- 0.64% |
$22.5K - $24.6K
|
40.7K
$3.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-265- 0.41% |
$22.7K - $24.9K
|
64.5K
$5.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-267- 7.51% |
$22.9K - $25.1K
|
3.29K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-270- 13.41% |
$23.1K - $25.4K
|
1.74K
$155K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-273- 0.08% |
$23.4K - $25.7K
|
349K
$30.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-275- 5.28% |
$23.6K - $25.8K
|
4.93K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-275- 5.22% |
$23.6K - $25.8K
|
4.99K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-277- 6.22% |
$23.7K - $26K
|
4.18K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-277- 3.23% |
$23.7K - $26K
|
8.3K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-277- 3.79% |
$23.7K - $26K
|
7.04K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-278- 2.91% |
$23.8K - $26.1K
|
9.27K
$821K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-279- 8.11% |
$23.9K - $26.2K
|
3.16K
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-280- 1.05% |
$24K - $26.3K
|
26.3K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-280- 1.91% |
$24K - $26.3K
|
14.3K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-281- 8.92% |
$24.1K - $26.4K
|
2.87K
$254K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-282- 4.91% |
$24.2K - $26.5K
|
5.47K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-283- 6.61% |
$24.3K - $26.6K
|
4K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-284- 0.71% |
$24.3K - $26.7K
|
40K
$3.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-286- 0.51% |
$24.5K - $26.9K
|
55.5K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-286- 11.35% |
$24.5K - $26.9K
|
2.23K
$198K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-287- 4.31% |
$24.6K - $27K
|
6.38K
$565K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-292- 2.13% |
$25K - $27.4K
|
13.4K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-293- 3.3% |
$25.1K - $27.5K
|
8.59K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-297- 4.71% |
$25.5K - $27.9K
|
6.01K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-300- 4.76% |
$25.7K - $28.2K
|
6K
$532K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-300- 2.31% |
$25.7K - $28.2K
|
12.7K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-309- 1.47% |
$26.5K - $29K
|
20.7K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-314- 3.82% |
$26.9K - $29.5K
|
7.9K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-328- 7.8% |
$28.1K - $30.8K
|
3.88K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-328- 7.13% |
$28.1K - $30.8K
|
4.27K
$378K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-329- 3.29% |
$28.2K - $30.9K
|
9.68K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-330- 0.87% |
$28.3K - $31K
|
37.4K
$3.31M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-331- 12.6% |
$28.4K - $31.1K
|
2.3K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-338- 1.75% |
$29K - $31.8K
|
18.9K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-342- 11.58% |
$29.3K - $32.1K
|
2.61K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-342- 4.02% |
$29.3K - $32.1K
|
8.16K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-346- 3.13% |
$29.7K - $32.5K
|
10.7K
$948K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-348- 1.24% |
$29.8K - $32.7K
|
27.7K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-348- 3.8% |
$29.8K - $32.7K
|
8.8K
$780K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-350- 1.06% |
$30K - $32.9K
|
32.7K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-350- 3.54% |
$30K - $32.9K
|
9.54K
$846K
|