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 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-854- 3.74% |
$73.2K - $80.2K
|
22K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-859- 0.47% |
$73.6K - $80.7K
|
183K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-866- 16.72% |
$74.2K - $81.4K
|
4.31K
$369K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-873- 15.63% |
$74.8K - $82K
|
4.71K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-904- 7.15% |
$77.5K - $84.9K
|
11.7K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-909- 6.01% |
$77.9K - $85.4K
|
14.2K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-913- 11.44% |
$78.2K - $85.8K
|
7.07K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-918- 27.11% |
$78.7K - $86.3K
|
2.47K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-918- 15.44% |
$78.7K - $86.3K
|
5.03K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-919- 2.09% |
$78.8K - $86.3K
|
43.1K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-928- 11.76% |
$79.5K - $87.2K
|
6.97K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-933- 5.86% |
$80K - $87.7K
|
15K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-939- 1.36% |
$80.5K - $88.2K
|
68.1K
$5.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-940- 3.33% |
$80.6K - $88.3K
|
27.3K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-943- 30.98% |
$80.8K - $88.6K
|
2.1K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-948- 18.48% |
$81.2K - $89.1K
|
4.18K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-948- 11.1% |
$81.2K - $89.1K
|
7.59K
$649K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-952- 20.93% |
$81.6K - $89.4K
|
3.6K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-961- 2.98% |
$82.4K - $90.3K
|
31.2K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-964- 0.63% |
$82.6K - $90.6K
|
151K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-965- 23.6% |
$82.7K - $90.7K
|
3.12K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-984- 9.32% |
$84.3K - $92.5K
|
9.57K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-984- 1.29% |
$84.3K - $92.5K
|
75.1K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-985- 37.74% |
$84.4K - $92.6K
|
1.63K
$139K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-987- 2.49% |
$84.6K - $92.7K
|
38.7K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-988- 16.11% |
$84.7K - $92.8K
|
5.15K
$440K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-999- 2.43% |
$85.6K - $93.9K
|
40.1K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 22.35% |
$86.7K - $95.1K
|
3.52K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.02K- 7.24% |
$87K - $95.4K
|
13K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.02K- 23.28% |
$87.5K - $95.9K
|
3.37K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.03K- 16.77% |
$88.1K - $96.6K
|
5.1K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.03K- 15.71% |
$88.3K - $96.8K
|
5.53K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 1.68% |
$89K - $97.6K
|
60.8K
$5.2M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.38% |
$89.4K - $98K
|
29.8K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.05K- 11.79% |
$89.8K - $98.5K
|
7.84K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.66% |
$92.1K - $101K
|
39.3K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.08K- 78.2% |
$92.2K - $101K
|
300
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.08K- 31.45% |
$92.3K - $101K
|
2.35K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.1K- 9.89% |
$93.9K - $103K
|
9.99K
$854K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.11K- 2.24% |
$94.7K - $104K
|
48.3K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 29.31% |
$95.1K - $104K
|
2.68K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.11K- 8.71% |
$95.2K - $104K
|
11.6K
$996K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.13K- 21.22% |
$96.9K - $106K
|
4.2K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 9.97% |
$98.1K - $108K
|
10.3K
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 2.37% |
$98.5K - $108K
|
47.4K
$4.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.16K- 25.04% |
$99.1K - $109K
|
3.46K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.16K- 14.69% |
$99.6K - $109K
|
6.75K
$577K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.19K- 23.69% |
$102K - $111K
|
3.82K
$326K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.19K- 12.22% |
$102K - $112K
|
8.54K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.19K- 15.12% |
$102K - $112K
|
6.68K
$571K
|