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 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-2.51K- 6.76% |
$215K - $236K
|
34.6K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.57K- 1.01% |
$220K - $241K
|
251K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.6K- 42.76% |
$223K - $244K
|
3.48K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.61K- 10.97% |
$224K - $245K
|
21.2K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.62K- 8.76% |
$224K - $246K
|
27.2K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.62K- 2.89% |
$224K - $246K
|
87.8K
$7.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.65K- 3.52% |
$227K - $249K
|
72.6K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.66K- 14.97% |
$228K - $249K
|
15.1K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.66K- 35.5% |
$228K - $250K
|
4.84K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-2.68K- 10.13% |
$229K - $252K
|
23.7K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.68K- 33.83% |
$230K - $252K
|
5.24K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.7K- 22.18% |
$231K - $254K
|
9.47K
$810K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.75K- 12.74% |
$236K - $259K
|
18.9K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.77K- 20.27% |
$237K - $260K
|
10.9K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.93K- 46.46% |
$251K - $275K
|
3.37K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-3K- 37.5% |
$257K - $282K
|
5K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.03K- 25.9% |
$260K - $285K
|
8.68K
$742K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.15K- 7.22% |
$270K - $296K
|
40.5K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.21K- 1.1% |
$275K - $302K
|
288K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-3.22K- 6.2% |
$276K - $303K
|
48.7K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 10.93% |
$278K - $305K
|
26.5K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.26K- 2.45% |
$279K - $306K
|
130K
$11.1M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3.27K- 48.95% |
$281K - $308K
|
3.42K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-3.3K- 49.72% |
$283K - $310K
|
3.34K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.31K- 2.17% |
$284K - $311K
|
149K
$12.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-3.34K- 7.21% |
$286K - $313K
|
42.9K
$3.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.36K- 37.89% |
$288K - $316K
|
5.51K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.37K- 4.65% |
$289K - $317K
|
69.2K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.39K- 3.16% |
$290K - $318K
|
104K
$8.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-3.42K- 1.92% |
$293K - $322K
|
175K
$14.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.45K- 11.99% |
$296K - $324K
|
25.3K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-3.48K- 75.53% |
$298K - $327K
|
1.13K
$96.3K
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
SELL
|
- |
-3.54K- 2.79% |
$304K - $333K
|
123K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.6K- 51.53% |
$308K - $338K
|
3.38K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-3.62K- 3.84% |
$310K - $340K
|
90.6K
$7.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-3.63K- 85.81% |
$311K - $341K
|
600
$51.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 4.94% |
$313K - $344K
|
70.4K
$6.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.75K- 7.2% |
$322K - $353K
|
48.4K
$4.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.82K- 39.24% |
$328K - $359K
|
5.92K
$506K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.89K- 33.26% |
$333K - $365K
|
7.8K
$667K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.91K- 79.44% |
$335K - $367K
|
1.01K
$86.5K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-3.94K- 8.94% |
$338K - $370K
|
40.1K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4K- 11.16% |
$343K - $376K
|
31.9K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.03K- 15.8% |
$345K - $378K
|
21.5K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.04K- 10.62% |
$346K - $379K
|
34K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.14K- 14.37% |
$354K - $389K
|
24.6K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.17K- 61.48% |
$357K - $392K
|
2.61K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.18K- 36.24% |
$359K - $393K
|
7.36K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-4.19K- 97.83% |
$359K - $394K
|
93
$7.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.09% |
$361K - $396K
|
30.6K
$2.62M
|