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 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
19.4KNew |
$1.66M - $1.83M
|
19.4K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
19K+ 21.97% |
$1.63M - $1.78M
|
105K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
- |
18.8K+ 113.74% |
$1.61M - $1.77M
|
35.3K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8KNew |
$1.61M - $1.76M
|
18.8K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
18.6KNew |
$1.59M - $1.74M
|
18.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
17.8KNew |
$1.53M - $1.68M
|
17.8K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
17.7K+ 178.23% |
$1.52M - $1.67M
|
27.7K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
17.3K+ 33.12% |
$1.48M - $1.62M
|
69.5K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.1K+ 8.46% |
$1.47M - $1.61M
|
219K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
16.6K+ 6.48% |
$1.42M - $1.56M
|
273K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
16.6K+ 12.8% |
$1.42M - $1.56M
|
146K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
16.5K+ 4.86% |
$1.41M - $1.55M
|
356K
$29M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
16.2K+ 69.84% |
$1.39M - $1.52M
|
39.4K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15K+ 236.57% |
$1.28M - $1.41M
|
21.3K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
14.7K+ 56.63% |
$1.26M - $1.38M
|
40.6K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.2KNew |
$1.22M - $1.33M
|
14.2K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
14.1K+ 92.74% |
$1.21M - $1.33M
|
29.4K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 45.0% |
$1.2M - $1.31M
|
44.9K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.9K+ 7.68% |
$1.19M - $1.3M
|
194K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.7K+ 55.55% |
$1.17M - $1.29M
|
38.3K
$3.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
13.4K+ 88.31% |
$1.15M - $1.26M
|
28.6K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.4K+ 19.43% |
$1.15M - $1.26M
|
82.2K
$6.7M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
13.3K+ 1.93% |
$1.14M - $1.25M
|
704K
$57.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13.2K+ 95.77% |
$1.13M - $1.24M
|
26.9K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
13.1K+ 501.61% |
$1.12M - $1.23M
|
15.7K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6K+ 215.41% |
$1.08M - $1.19M
|
18.5K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 81.72% |
$1.08M - $1.18M
|
27.9K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
12.3K+ 3.38% |
$1.05M - $1.15M
|
376K
$30.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.2K+ 193.55% |
$1.05M - $1.15M
|
18.5K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.1K+ 184.29% |
$1.04M - $1.14M
|
18.7K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.9K+ 49.96% |
$1.02M - $1.12M
|
35.8K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
11.9KNew |
$1.02M - $1.12M
|
11.9K
$972K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
11.7K+ 191.84% |
$1M - $1.1M
|
17.8K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.5K+ 79.14% |
$983K - $1.08M
|
26K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
11.5KNew |
$982K - $1.08M
|
11.5K
$934K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.3K+ 12.52% |
$966K - $1.06M
|
101K
$8.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.2K+ 29.69% |
$964K - $1.06M
|
49.1K
$4M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.2K+ 14.63% |
$956K - $1.05M
|
87.4K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
11.1KNew |
$955K - $1.05M
|
11.1K
$908K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
11K+ 11.84% |
$944K - $1.03M
|
104K
$8.48M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11K+ 25.52% |
$943K - $1.03M
|
54.1K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
11K+ 152.36% |
$939K - $1.03M
|
18.1K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
10.8K+ 3.32% |
$928K - $1.02M
|
337K
$27.5M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$922K - $1.01M
|
10.8K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10.6KNew |
$906K - $993K
|
10.6K
$862K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 23.01% |
$901K - $988K
|
56.2K
$4.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
10.5K+ 34.79% |
$897K - $983K
|
40.6K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 8.7% |
$883K - $968K
|
129K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
10.1K+ 72.01% |
$870K - $953K
|
24.2K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
10K+ 115.7% |
$860K - $943K
|
18.7K
$1.53M
|