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 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.09% |
$361K - $396K
|
30.6K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.29K- 21.22% |
$367K - $403K
|
15.9K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.29K- 7.58% |
$368K - $403K
|
52.3K
$4.47M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.29K- 40.0% |
$368K - $403K
|
6.44K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.33K- 8.74% |
$371K - $407K
|
45.2K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.33K- 43.41% |
$371K - $407K
|
5.64K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.46K- 60.86% |
$383K - $419K
|
2.87K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.51K- 66.25% |
$386K - $423K
|
2.3K
$196K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.57K- 51.31% |
$392K - $429K
|
4.34K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.6K- 4.83% |
$394K - $432K
|
90.7K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.62K- 34.95% |
$396K - $434K
|
8.6K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-4.62K- 67.34% |
$396K - $434K
|
2.24K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-4.73K- 16.14% |
$405K - $444K
|
24.6K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.74K- 49.83% |
$406K - $445K
|
4.77K
$408K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.78K- 54.11% |
$409K - $449K
|
4.05K
$346K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.83K- 23.35% |
$414K - $454K
|
15.9K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-4.97K- 7.05% |
$426K - $467K
|
65.6K
$5.61M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.98K- 62.72% |
$427K - $468K
|
2.96K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.07K- 16.88% |
$434K - $476K
|
25K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.08K- 1.87% |
$436K - $478K
|
267K
$22.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.1K- 23.29% |
$437K - $479K
|
16.8K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.14K- 1.08% |
$440K - $483K
|
469K
$40.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.26K- 8.22% |
$451K - $495K
|
58.8K
$5.03M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.27K- 3.82% |
$451K - $495K
|
133K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.46K- 2.41% |
$468K - $513K
|
221K
$18.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.47K- 10.0% |
$468K - $514K
|
49.2K
$4.2M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.48K- 22.71% |
$470K - $515K
|
18.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 25.55% |
$470K - $515K
|
16K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.59K- 10.2% |
$479K - $526K
|
49.3K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.68K- 41.51% |
$487K - $534K
|
8K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.68K- 8.57% |
$487K - $534K
|
60.6K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.74K- 23.16% |
$492K - $539K
|
19.1K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.77K- 68.34% |
$495K - $542K
|
2.67K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.79K- 11.83% |
$497K - $544K
|
43.2K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.83K- 4.96% |
$499K - $547K
|
112K
$9.55M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-5.9K- 31.06% |
$506K - $554K
|
13.1K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.91K- 69.9% |
$506K - $555K
|
2.54K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-5.91K- 98.8% |
$506K - $555K
|
72
$6.15K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.92K- 15.26% |
$508K - $556K
|
32.9K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-5.94K- 64.4% |
$509K - $558K
|
3.28K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.95K- 7.82% |
$510K - $559K
|
70.1K
$6M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-5.96K- 51.85% |
$511K - $560K
|
5.53K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.99K- 68.37% |
$513K - $563K
|
2.77K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-6.06K- 14.99% |
$520K - $570K
|
34.4K
$2.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.32K- 8.17% |
$542K - $594K
|
71K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-6.4K- 20.34% |
$548K - $601K
|
25.1K
$2.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.47K- 15.32% |
$555K - $608K
|
35.8K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-6.5K- 14.1% |
$557K - $611K
|
39.6K
$3.38M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.55K- 4.97% |
$562K - $616K
|
125K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.57K- 21.0% |
$563K - $617K
|
24.7K
$2.11M
|