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
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-539- 6.74% |
$46.2K - $50.6K
|
7.46K
$637K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-541- 2.79% |
$46.4K - $50.8K
|
18.8K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-549- 1.55% |
$47K - $51.6K
|
34.9K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-551- 10.09% |
$47.2K - $51.8K
|
4.91K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-555- 0.9% |
$47.6K - $52.1K
|
60.8K
$5.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-555- 9.01% |
$47.6K - $52.1K
|
5.61K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-565- 1.2% |
$48.4K - $53.1K
|
46.7K
$3.99M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-568- 1.39% |
$48.7K - $53.4K
|
40.4K
$3.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-570- 10.39% |
$48.8K - $53.6K
|
4.92K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-598- 8.45% |
$51.2K - $56.2K
|
6.48K
$554K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-600- 99.34% |
$51.4K - $56.4K
|
4
$342
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-604- 2.29% |
$51.8K - $56.8K
|
25.8K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-606- 0.79% |
$51.9K - $56.9K
|
75.9K
$6.49M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-614- 21.22% |
$52.6K - $57.7K
|
2.28K
$195K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-616- 3.58% |
$52.8K - $57.9K
|
16.6K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-618- 9.9% |
$53K - $58.1K
|
5.63K
$481K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-619- 56.79% |
$53K - $58.2K
|
471
$40.3K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-635- 8.11% |
$54.4K - $59.7K
|
7.19K
$615K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-637- 4.92% |
$54.6K - $59.9K
|
12.3K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-637- 2.21% |
$54.6K - $59.9K
|
28.2K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-640- 0.66% |
$54.8K - $60.1K
|
96.2K
$8.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-643- 0.99% |
$55.1K - $60.4K
|
64.1K
$5.48M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-648- 61.89% |
$55.5K - $60.9K
|
399
$34.1K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-659- 13.95% |
$56.5K - $61.9K
|
4.07K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-662- 10.11% |
$56.7K - $62.2K
|
5.88K
$503K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-694- 15.66% |
$59.5K - $65.2K
|
3.74K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-708- 21.24% |
$60.7K - $66.5K
|
2.63K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-712- 17.8% |
$61K - $66.9K
|
3.29K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-733- 8.73% |
$62.8K - $68.9K
|
7.66K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-740- 3.04% |
$63.4K - $69.5K
|
23.6K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-750- 0.94% |
$64.3K - $70.5K
|
79.3K
$6.78M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-757- 9.76% |
$64.9K - $71.1K
|
7K
$598K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-763- 18.71% |
$65.4K - $71.7K
|
3.32K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-764- 9.84% |
$65.5K - $71.8K
|
7K
$598K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-766- 9.81% |
$65.6K - $72K
|
7.04K
$602K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-768- 4.16% |
$65.8K - $72.2K
|
17.7K
$1.51M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-777- 1.72% |
$66.6K - $73K
|
44.4K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-778- 20.95% |
$66.7K - $73.1K
|
2.94K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-780- 7.02% |
$66.8K - $73.3K
|
10.3K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-786- 10.47% |
$67.4K - $73.9K
|
6.72K
$574K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-791- 5.36% |
$67.8K - $74.3K
|
14K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-795- 9.28% |
$68.1K - $74.7K
|
7.78K
$665K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-798- 22.57% |
$68.4K - $75K
|
2.74K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-800- 1.3% |
$68.6K - $75.2K
|
60.8K
$5.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-800- 7.42% |
$68.6K - $75.2K
|
9.98K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-805- 5.21% |
$69K - $75.6K
|
14.6K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-815- 4.64% |
$69.8K - $76.6K
|
16.8K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-820- 0.54% |
$70.3K - $77K
|
150K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-828- 1.64% |
$71K - $77.8K
|
49.7K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-835- 8.2% |
$71.6K - $78.5K
|
9.34K
$798K
|