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 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.7K- 7.05% |
$2.29M - $2.51M
|
352K
$28.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-26.7K- 89.37% |
$2.29M - $2.51M
|
3.18K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-26.7K- 84.79% |
$2.29M - $2.51M
|
4.8K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-27K- 27.62% |
$2.31M - $2.53M
|
70.6K
$5.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-27.6K- 25.24% |
$2.37M - $2.6M
|
81.8K
$6.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.7K- 5.03% |
$2.54M - $2.79M
|
560K
$45.7M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31K- 37.65% |
$2.65M - $2.91M
|
51.3K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.1K- 12.69% |
$2.67M - $2.92M
|
214K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-31.1K- 33.23% |
$2.67M - $2.92M
|
62.5K
$5.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.8K- 27.66% |
$2.73M - $2.99M
|
83.2K
$6.79M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-32.3K- 96.79% |
$2.77M - $3.04M
|
1.07K
$87.3K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32.5K- 51.87% |
$2.78M - $3.05M
|
30.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-32.8K- 99.37% |
$2.81M - $3.08M
|
208
$17K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 0.23% |
$2.84M - $3.11M
|
14.2M
$1.16B
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-33.2K- 41.2% |
$2.85M - $3.12M
|
47.4K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.3K- 29.15% |
$2.85M - $3.12M
|
80.8K
$6.59M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-33.3K- 6.72% |
$2.85M - $3.13M
|
462K
$37.7M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-33.8K- 86.32% |
$2.9M - $3.18M
|
5.36K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-34.9K- 43.52% |
$2.99M - $3.28M
|
45.3K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-37.6K- 93.27% |
$3.22M - $3.53M
|
2.71K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38.9K- 21.77% |
$3.33M - $3.65M
|
140K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.8K- 5.31% |
$3.41M - $3.74M
|
711K
$58M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.7K- 86.52% |
$3.49M - $3.83M
|
6.34K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 28.64% |
$3.57M - $3.91M
|
104K
$8.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.6K- 32.79% |
$3.65M - $4M
|
87.2K
$7.11M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-44.6K- 56.16% |
$3.82M - $4.19M
|
34.8K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-45K- 82.89% |
$3.86M - $4.23M
|
9.29K
$757K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-45K- 43.94% |
$3.86M - $4.23M
|
57.5K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-45.1K- 73.9% |
$3.86M - $4.23M
|
15.9K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-46.4K- 40.8% |
$3.98M - $4.36M
|
67.3K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-47.2K- 76.63% |
$4.05M - $4.44M
|
14.4K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-49.6K- 67.7% |
$4.25M - $4.66M
|
23.7K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.7K- 60.12% |
$4.43M - $4.85M
|
34.3K
$2.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-52K- 64.67% |
$4.45M - $4.88M
|
28.4K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55.9K- 49.96% |
$4.79M - $5.25M
|
56K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Condire Management, LP
Dallas, TX |
SELL
|
- |
-56.9K- 41.57% |
$4.88M - $5.35M
|
80K
$6.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-57.3K- 51.7% |
$4.91M - $5.39M
|
53.5K
$4.37M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.1K- 37.23% |
$4.98M - $5.46M
|
97.9K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-58.5K- 13.1% |
$5.01M - $5.49M
|
388K
$31.6M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-61.2K- 41.55% |
$5.25M - $5.75M
|
86.1K
$7.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.2K- 10.21% |
$5.25M - $5.75M
|
539K
$43.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.1K- 57.87% |
$5.58M - $6.12M
|
47.4K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 0.74% |
$6.03M - $6.62M
|
9.39M
$765M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.6K- 95.95% |
$6.14M - $6.73M
|
3.02K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72.3KClosed |
$6.2M - $6.79M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-74.4K- 11.19% |
$6.38M - $6.99M
|
590K
$48.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-77.8K- 5.68% |
$6.67M - $7.31M
|
1.29M
$105M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-78.5K- 93.41% |
$6.73M - $7.38M
|
5.54K
$452K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-82.3K- 15.67% |
$7.05M - $7.73M
|
443K
$36.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.2K- 89.82% |
$7.13M - $7.82M
|
9.43K
$769K
|