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 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-394- 3.38% |
$33.8K - $37K
|
11.2K
$961K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-400- 3.7% |
$34.3K - $37.6K
|
10.4K
$889K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-400- 3.36% |
$34.3K - $37.6K
|
11.5K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-400- 11.76% |
$34.3K - $37.6K
|
3K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-400- 6.78% |
$34.3K - $37.6K
|
5.5K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-411- 12.56% |
$35.2K - $38.6K
|
2.86K
$244K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-415- 3.68% |
$35.6K - $39K
|
10.9K
$928K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-417- 96.98% |
$35.7K - $39.2K
|
13
$1.11K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-417- 3.11% |
$35.7K - $39.2K
|
13K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-419- 1.85% |
$35.9K - $39.4K
|
22.2K
$1.9M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-425- 5.74% |
$36.4K - $39.9K
|
6.98K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-439- 8.92% |
$37.6K - $41.2K
|
4.48K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-443- 4.53% |
$38K - $41.6K
|
9.35K
$799K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-448- 3.84% |
$38.4K - $42.1K
|
11.2K
$959K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-450- 7.75% |
$38.6K - $42.3K
|
5.36K
$458K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-454- 8.46% |
$38.9K - $42.7K
|
4.91K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-454- 14.13% |
$38.9K - $42.7K
|
2.76K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-456- 2.65% |
$39.1K - $42.8K
|
16.7K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-460- 5.66% |
$39.4K - $43.2K
|
7.67K
$655K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-462- 50.22% |
$39.6K - $43.4K
|
458
$39.1K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-467- 7.25% |
$40K - $43.9K
|
5.97K
$510K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-474- 2.05% |
$40.6K - $44.5K
|
22.7K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-477- 5.24% |
$40.9K - $44.8K
|
8.62K
$737K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-477- 11.1% |
$40.9K - $44.8K
|
3.82K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-478- 8.71% |
$41K - $44.9K
|
5.01K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-483- 5.94% |
$41.4K - $45.4K
|
7.65K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-484- 0.84% |
$41.5K - $45.5K
|
57K
$4.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-485- 20.46% |
$41.6K - $45.6K
|
1.89K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-486- 3.21% |
$41.7K - $45.7K
|
14.7K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-487- 2.25% |
$41.7K - $45.8K
|
21.1K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-491- 2.0% |
$42.1K - $46.1K
|
24.1K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-494- 20.61% |
$42.3K - $46.4K
|
1.9K
$163K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-498- 10.5% |
$42.7K - $46.8K
|
4.25K
$363K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.2% |
$42.9K - $47K
|
41.1K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-500- 0.63% |
$42.9K - $47K
|
78.5K
$6.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-500- 15.02% |
$42.9K - $47K
|
2.83K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-500- 8.33% |
$42.9K - $47K
|
5.5K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-506- 0.78% |
$43.4K - $47.5K
|
64.3K
$5.5M
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-507- 5.53% |
$43.4K - $47.6K
|
8.65K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-507- 16.99% |
$43.4K - $47.6K
|
2.48K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-511- 26.82% |
$43.8K - $48K
|
1.39K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-511- 8.79% |
$43.8K - $48K
|
5.3K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-514- 11.12% |
$44K - $48.3K
|
4.11K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-515- 8.17% |
$44.1K - $48.4K
|
5.79K
$494K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-518- 16.47% |
$44.4K - $48.7K
|
2.63K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-519- 43.32% |
$44.5K - $48.8K
|
679
$58K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-531- 19.53% |
$45.5K - $49.9K
|
2.19K
$187K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-533- 17.34% |
$45.7K - $50.1K
|
2.54K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-534- 2.89% |
$45.8K - $50.2K
|
17.9K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-534- 18.65% |
$45.8K - $50.2K
|
2.33K
$199K
|