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 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-6.69K- 30.85% |
$573K - $628K
|
15K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.82K- 12.31% |
$584K - $641K
|
48.6K
$4.15M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-6.83K- 65.6% |
$585K - $641K
|
3.58K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.87K- 10.12% |
$589K - $645K
|
61K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.01K- 2.72% |
$601K - $659K
|
251K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.07K- 23.73% |
$606K - $664K
|
22.7K
$1.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-7.11K- 55.22% |
$609K - $668K
|
5.76K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.26K- 39.23% |
$622K - $682K
|
11.3K
$962K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.32K- 17.68% |
$628K - $688K
|
34.1K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-7.44K- 49.58% |
$638K - $699K
|
7.57K
$647K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-7.53K- 15.0% |
$645K - $708K
|
42.7K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.58K- 69.26% |
$649K - $712K
|
3.36K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.82K- 21.84% |
$670K - $735K
|
28K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-7.95K- 61.0% |
$681K - $747K
|
5.08K
$434K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-7.96K- 75.38% |
$682K - $748K
|
2.6K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.2K- 9.52% |
$703K - $771K
|
78K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.21K- 37.63% |
$704K - $772K
|
13.6K
$1.16M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.26K- 15.47% |
$708K - $776K
|
45.1K
$3.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-8.27K- 40.71% |
$709K - $777K
|
12K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.3K- 49.98% |
$711K - $779K
|
8.3K
$710K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-8.35K- 6.38% |
$716K - $785K
|
122K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-8.48K- 18.87% |
$727K - $797K
|
36.5K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-8.5K- 42.44% |
$728K - $798K
|
11.5K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.61K- 15.16% |
$738K - $809K
|
48.2K
$4.12M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8.62K- 82.0% |
$738K - $810K
|
1.89K
$162K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.9K- 32.11% |
$763K - $836K
|
18.8K
$1.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-8.93K- 7.55% |
$765K - $839K
|
109K
$9.34M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.04K- 13.61% |
$775K - $850K
|
57.4K
$4.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.15K- 58.74% |
$784K - $860K
|
6.43K
$549K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-9.17K- 17.88% |
$786K - $862K
|
42.1K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.31K- 3.89% |
$798K - $875K
|
230K
$19.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-9.48K- 26.53% |
$812K - $891K
|
26.2K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-9.52K- 40.71% |
$815K - $894K
|
13.9K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.57K- 11.33% |
$820K - $900K
|
74.9K
$6.4M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.63K- 37.16% |
$825K - $905K
|
16.3K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.67K- 5.51% |
$828K - $908K
|
166K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-9.68K- 9.29% |
$830K - $910K
|
94.6K
$8.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-9.72K- 75.58% |
$833K - $913K
|
3.14K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-9.8K- 2.43% |
$840K - $921K
|
394K
$33.7M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-9.98K- 9.97% |
$855K - $937K
|
90.1K
$7.7M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 17.03% |
$865K - $949K
|
49.2K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 10.92% |
$896K - $982K
|
85.3K
$7.29M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 34.75% |
$898K - $985K
|
19.7K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.6K- 71.74% |
$910K - $997K
|
4.18K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.7K- 6.9% |
$916K - $1M
|
144K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-11K- 19.73% |
$946K - $1.04M
|
44.9K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.7K- 22.13% |
$1M - $1.1M
|
41.2K
$3.53M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-12K- 22.27% |
$1.03M - $1.13M
|
42K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.1K- 14.11% |
$1.03M - $1.13M
|
73.5K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-12.1K- 15.69% |
$1.04M - $1.14M
|
65.2K
$5.58M
|