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 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.08K- 31.45% |
$92.3K - $101K
|
2.35K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.1K- 9.89% |
$93.9K - $103K
|
9.99K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.11K- 2.24% |
$94.7K - $104K
|
48.3K
$4.28M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 29.31% |
$95.1K - $104K
|
2.68K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.11K- 8.71% |
$95.2K - $104K
|
11.6K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.13K- 21.22% |
$96.9K - $106K
|
4.2K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 9.97% |
$98.1K - $108K
|
10.3K
$916K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 2.37% |
$98.5K - $108K
|
47.4K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.16K- 25.04% |
$99.1K - $109K
|
3.46K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.16K- 14.69% |
$99.6K - $109K
|
6.75K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.19K- 23.69% |
$102K - $111K
|
3.82K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.19K- 12.22% |
$102K - $112K
|
8.54K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.19K- 15.12% |
$102K - $112K
|
6.68K
$591K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 12.81% |
$103K - $112K
|
8.15K
$722K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.21K- 14.34% |
$104K - $114K
|
7.22K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 24.43% |
$104K - $114K
|
3.74K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.21K- 1.65% |
$104K - $114K
|
71.9K
$6.37M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 46.83% |
$104K - $114K
|
1.38K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.22K- 7.43% |
$104K - $114K
|
15.1K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.22K- 14.54% |
$105K - $115K
|
7.17K
$635K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 2.3% |
$105K - $115K
|
51.9K
$4.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 21.06% |
$105K - $115K
|
4.61K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.24K- 2.64% |
$106K - $117K
|
45.9K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.25K- 2.44% |
$107K - $118K
|
50K
$4.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.26K- 3.98% |
$108K - $119K
|
30.5K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.27K- 5.09% |
$108K - $119K
|
23.6K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.27K- 7.88% |
$109K - $119K
|
14.8K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 3.51% |
$109K - $119K
|
34.9K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 0.6% |
$109K - $120K
|
211K
$18.7M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.28K- 3.03% |
$109K - $120K
|
40.9K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 12.86% |
$111K - $121K
|
8.76K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 6.07% |
$114K - $125K
|
20.6K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.34K- 2.29% |
$115K - $126K
|
57K
$5.05M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.35K- 5.54% |
$115K - $126K
|
23K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.35K- 4.05% |
$115K - $127K
|
31.9K
$2.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.36K- 30.93% |
$116K - $127K
|
3.03K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.36K- 30.76% |
$117K - $128K
|
3.06K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.38K- 0.83% |
$118K - $129K
|
164K
$14.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.38K- 4.87% |
$118K - $129K
|
26.9K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.38K- 10.68% |
$118K - $129K
|
11.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 93.24% |
$118K - $130K
|
100
$8.86K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-1.38K- 21.71% |
$119K - $130K
|
4.99K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.39K- 35.8% |
$119K - $131K
|
2.5K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 29.79% |
$120K - $132K
|
3.3K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.4K- 4.65% |
$120K - $132K
|
28.7K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 14.13% |
$121K - $133K
|
8.61K
$763K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.43K- 8.28% |
$123K - $134K
|
15.8K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.44K- 9.99% |
$124K - $135K
|
13K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.44K- 3.24% |
$124K - $136K
|
43.1K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 2.6% |
$126K - $138K
|
55.1K
$4.88M
|