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 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.67K- 23.34% |
$143K - $157K
|
5.49K
$469K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.69K- 3.32% |
$144K - $158K
|
49.1K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 4.66% |
$145K - $159K
|
34.5K
$2.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.69K- 12.24% |
$145K - $159K
|
12.1K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.7K- 31.79% |
$145K - $159K
|
3.64K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.73K- 4.34% |
$148K - $162K
|
38.1K
$3.25M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.73K- 14.51% |
$148K - $163K
|
10.2K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 9.88% |
$149K - $163K
|
15.8K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.74K- 3.6% |
$149K - $163K
|
46.6K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-1.74K- 4.48% |
$149K - $164K
|
37.2K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.77K- 5.32% |
$152K - $166K
|
31.5K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.8K- 9.71% |
$154K - $169K
|
16.7K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.8K- 9.16% |
$154K - $169K
|
17.8K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.82K- 79.48% |
$156K - $171K
|
469
$40.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.83K- 5.93% |
$157K - $172K
|
29K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.85K- 14.38% |
$158K - $173K
|
11K
$940K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-1.86K- 9.69% |
$159K - $174K
|
17.3K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.88K- 1.99% |
$161K - $177K
|
92.9K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.92K- 1.79% |
$165K - $181K
|
105K
$9.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.93K- 18.71% |
$166K - $182K
|
8.4K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.94K- 7.89% |
$166K - $182K
|
22.7K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.95K- 34.6% |
$167K - $184K
|
3.69K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.98K- 2.7% |
$170K - $186K
|
71.3K
$6.09M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.02K- 14.05% |
$173K - $190K
|
12.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.04K- 2.6% |
$175K - $192K
|
76.5K
$6.54M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.05K- 2.15% |
$176K - $192K
|
93.1K
$7.96M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.06K- 36.94% |
$177K - $194K
|
3.52K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.08K- 4.65% |
$178K - $195K
|
42.6K
$3.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.09K- 10.62% |
$179K - $197K
|
17.6K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 37.47% |
$181K - $199K
|
3.53K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.13K- 9.88% |
$183K - $200K
|
19.5K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.13K- 11.32% |
$183K - $201K
|
16.7K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-2.13K- 7.99% |
$183K - $201K
|
24.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.14K- 4.23% |
$183K - $201K
|
48.4K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.16K- 5.17% |
$185K - $203K
|
39.7K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-2.17K- 38.57% |
$186K - $204K
|
3.46K
$296K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.18K- 2.35% |
$187K - $205K
|
90.5K
$7.74M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.2K- 33.0% |
$189K - $207K
|
4.47K
$382K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.21K- 8.52% |
$189K - $208K
|
23.7K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.24K- 4.28% |
$192K - $211K
|
50.2K
$4.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.24K- 10.19% |
$192K - $211K
|
19.8K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.3K- 5.25% |
$197K - $216K
|
41.4K
$3.54M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-2.35K- 26.26% |
$201K - $221K
|
6.6K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.37K- 34.41% |
$203K - $222K
|
4.51K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.4K- 23.08% |
$206K - $225K
|
8K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-2.41K- 43.0% |
$206K - $226K
|
3.19K
$272K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.42K- 14.67% |
$207K - $227K
|
14.1K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 5.36% |
$208K - $229K
|
42.9K
$3.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-2.47K- 47.03% |
$212K - $232K
|
2.79K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.51K- 41.3% |
$215K - $236K
|
3.56K
$305K
|