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
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 4.94% |
$313K - $344K
|
70.4K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.75K- 7.2% |
$322K - $353K
|
48.4K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.82K- 39.24% |
$328K - $359K
|
5.92K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.89K- 33.26% |
$333K - $365K
|
7.8K
$691K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.91K- 79.44% |
$335K - $367K
|
1.01K
$89.7K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-3.94K- 8.94% |
$338K - $370K
|
40.1K
$3.55M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4K- 11.16% |
$343K - $376K
|
31.9K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.03K- 15.8% |
$345K - $378K
|
21.5K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-4.04K- 10.62% |
$346K - $379K
|
34K
$3.01M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.14K- 14.37% |
$354K - $389K
|
24.6K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.17K- 61.48% |
$357K - $392K
|
2.61K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.18K- 36.24% |
$359K - $393K
|
7.36K
$652K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-4.19K- 97.83% |
$359K - $394K
|
93
$8.24K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.09% |
$361K - $396K
|
30.6K
$2.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.29K- 21.22% |
$367K - $403K
|
15.9K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.29K- 7.58% |
$368K - $403K
|
52.3K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.29K- 40.0% |
$368K - $403K
|
6.44K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.33K- 8.74% |
$371K - $407K
|
45.2K
$4.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.33K- 43.41% |
$371K - $407K
|
5.64K
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.46K- 60.86% |
$383K - $419K
|
2.87K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.51K- 66.25% |
$386K - $423K
|
2.3K
$203K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-4.57K- 51.31% |
$392K - $429K
|
4.34K
$384K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.6K- 4.83% |
$394K - $432K
|
90.7K
$8.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.62K- 34.95% |
$396K - $434K
|
8.6K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-4.62K- 67.34% |
$396K - $434K
|
2.24K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-4.73K- 16.14% |
$405K - $444K
|
24.6K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.74K- 49.83% |
$406K - $445K
|
4.77K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4.78K- 54.11% |
$409K - $449K
|
4.05K
$359K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.83K- 23.35% |
$414K - $454K
|
15.9K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-4.97K- 7.05% |
$426K - $467K
|
65.6K
$5.81M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.98K- 62.72% |
$427K - $468K
|
2.96K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.07K- 16.88% |
$434K - $476K
|
25K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.08K- 1.87% |
$436K - $478K
|
267K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.1K- 23.29% |
$437K - $479K
|
16.8K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.14K- 1.08% |
$440K - $483K
|
469K
$41.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.26K- 8.22% |
$451K - $495K
|
58.8K
$5.21M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.27K- 3.82% |
$451K - $495K
|
133K
$11.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.46K- 2.41% |
$468K - $513K
|
221K
$19.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-5.47K- 10.0% |
$468K - $514K
|
49.2K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.48K- 22.71% |
$470K - $515K
|
18.7K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.48K- 25.55% |
$470K - $515K
|
16K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.59K- 10.2% |
$479K - $526K
|
49.3K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.68K- 41.51% |
$487K - $534K
|
8K
$709K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-5.68K- 8.57% |
$487K - $534K
|
60.6K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.74K- 23.16% |
$492K - $539K
|
19.1K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.77K- 68.34% |
$495K - $542K
|
2.67K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.79K- 11.83% |
$497K - $544K
|
43.2K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.83K- 4.96% |
$499K - $547K
|
112K
$9.9M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-5.9K- 31.06% |
$506K - $554K
|
13.1K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.91K- 69.9% |
$506K - $555K
|
2.54K
$225K
|