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 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.22K- 7.43% |
$104K - $114K
|
15.1K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.22K- 14.54% |
$105K - $115K
|
7.17K
$585K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 2.3% |
$105K - $115K
|
51.9K
$4.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 21.06% |
$105K - $115K
|
4.61K
$376K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.24K- 2.64% |
$106K - $117K
|
45.9K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.25K- 2.44% |
$107K - $118K
|
50K
$4.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.26K- 3.98% |
$108K - $119K
|
30.5K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.27K- 5.09% |
$108K - $119K
|
23.6K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.27K- 7.88% |
$109K - $119K
|
14.8K
$1.21M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 3.51% |
$109K - $119K
|
34.9K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 0.6% |
$109K - $120K
|
211K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.28K- 3.03% |
$109K - $120K
|
40.9K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 12.86% |
$111K - $121K
|
8.76K
$714K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 6.07% |
$114K - $125K
|
20.6K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.34K- 2.29% |
$115K - $126K
|
57K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.35K- 5.54% |
$115K - $126K
|
23K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.35K- 4.05% |
$115K - $127K
|
31.9K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.36K- 30.93% |
$116K - $127K
|
3.03K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.36K- 30.76% |
$117K - $128K
|
3.06K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.38K- 0.83% |
$118K - $129K
|
164K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-1.38K- 4.87% |
$118K - $129K
|
26.9K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.38K- 10.68% |
$118K - $129K
|
11.5K
$939K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.38K- 93.24% |
$118K - $130K
|
100
$8.15K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-1.38K- 21.71% |
$119K - $130K
|
4.99K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-1.39K- 35.8% |
$119K - $131K
|
2.5K
$204K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 29.79% |
$120K - $132K
|
3.3K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.4K- 4.65% |
$120K - $132K
|
28.7K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.42K- 14.13% |
$121K - $133K
|
8.61K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.43K- 8.28% |
$123K - $134K
|
15.8K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.44K- 9.99% |
$124K - $135K
|
13K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.44K- 3.24% |
$124K - $136K
|
43.1K
$3.52M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 2.6% |
$126K - $138K
|
55.1K
$4.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.49K- 14.89% |
$127K - $140K
|
8.49K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.51K- 6.67% |
$130K - $142K
|
21.2K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.53K- 9.48% |
$131K - $143K
|
14.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.55K- 5.57% |
$133K - $146K
|
26.3K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.56K- 4.61% |
$134K - $146K
|
32.2K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.57K- 8.84% |
$134K - $147K
|
16.2K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.57K- 8.46% |
$134K - $147K
|
17K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.57K- 15.96% |
$134K - $147K
|
8.26K
$673K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-1.6K- 27.88% |
$137K - $150K
|
4.13K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.62K- 2.43% |
$139K - $152K
|
65.2K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.63K- 12.28% |
$140K - $153K
|
11.7K
$950K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.63K- 57.06% |
$140K - $153K
|
1.23K
$100K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.64K- 2.18% |
$141K - $154K
|
73.5K
$5.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.67K- 23.34% |
$143K - $157K
|
5.49K
$448K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.69K- 3.32% |
$144K - $158K
|
49.1K
$4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 4.66% |
$145K - $159K
|
34.5K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.69K- 12.24% |
$145K - $159K
|
12.1K
$988K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.7K- 31.79% |
$145K - $159K
|
3.64K
$297K
|