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 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-19.5K- 21.0% |
$1.67M - $1.84M
|
73.5K
$6.51M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.5K- 38.76% |
$1.67M - $1.84M
|
30.9K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20K- 10.73% |
$1.71M - $1.88M
|
166K
$14.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-20.9K- 44.71% |
$1.79M - $1.96M
|
25.9K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-21.7K- 82.98% |
$1.86M - $2.04M
|
4.46K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 84.34% |
$1.89M - $2.07M
|
4.1K
$363K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-22.6K- 81.24% |
$1.94M - $2.13M
|
5.22K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.7K- 99.92% |
$1.94M - $2.13M
|
19
$1.68K
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-22.8K- 25.66% |
$1.95M - $2.14M
|
66.1K
$5.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-22.9K- 56.46% |
$1.96M - $2.15M
|
17.7K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.1K- 2.93% |
$1.98M - $2.17M
|
765K
$67.8M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-23.4K- 59.06% |
$2.01M - $2.2M
|
16.2K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-23.7K- 43.96% |
$2.03M - $2.23M
|
30.3K
$2.68M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-24.4K- 29.69% |
$2.09M - $2.29M
|
57.7K
$5.11M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-24.7K- 4.18% |
$2.11M - $2.32M
|
564K
$50M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-24.7K- 24.81% |
$2.12M - $2.32M
|
74.9K
$6.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-24.9K- 11.92% |
$2.13M - $2.34M
|
184K
$16.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-25.4K- 45.41% |
$2.18M - $2.39M
|
30.6K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-26K- 43.56% |
$2.23M - $2.44M
|
33.6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-26.4K- 27.94% |
$2.26M - $2.48M
|
68K
$6.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.7K- 7.05% |
$2.29M - $2.51M
|
352K
$31.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-26.7K- 89.37% |
$2.29M - $2.51M
|
3.18K
$281K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-26.7K- 84.79% |
$2.29M - $2.51M
|
4.8K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-27K- 27.62% |
$2.31M - $2.53M
|
70.6K
$6.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-27.6K- 25.24% |
$2.37M - $2.6M
|
81.8K
$7.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-29.7K- 5.03% |
$2.54M - $2.79M
|
560K
$49.6M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-31K- 37.65% |
$2.65M - $2.91M
|
51.3K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.1K- 12.69% |
$2.67M - $2.92M
|
214K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
SELL
|
- |
-31.1K- 33.23% |
$2.67M - $2.92M
|
62.5K
$5.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.8K- 27.66% |
$2.73M - $2.99M
|
83.2K
$7.37M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-32.3K- 96.79% |
$2.77M - $3.04M
|
1.07K
$94.9K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32.5K- 51.87% |
$2.78M - $3.05M
|
30.1K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-32.8K- 99.37% |
$2.81M - $3.08M
|
208
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.1K- 0.23% |
$2.84M - $3.11M
|
14.2M
$1.26B
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-33.2K- 41.2% |
$2.85M - $3.12M
|
47.4K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.3K- 29.15% |
$2.85M - $3.12M
|
80.8K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-33.3K- 6.72% |
$2.85M - $3.13M
|
462K
$40.9M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-33.8K- 86.32% |
$2.9M - $3.18M
|
5.36K
$475K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-34.9K- 43.52% |
$2.99M - $3.28M
|
45.3K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-37.6K- 93.27% |
$3.22M - $3.53M
|
2.71K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-38.9K- 21.77% |
$3.33M - $3.65M
|
140K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-39.8K- 5.31% |
$3.41M - $3.74M
|
711K
$63M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-40.7K- 86.52% |
$3.49M - $3.83M
|
6.34K
$562K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.7K- 28.64% |
$3.57M - $3.91M
|
104K
$9.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-42.6K- 32.79% |
$3.65M - $4M
|
87.2K
$7.73M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-44.6K- 56.16% |
$3.82M - $4.19M
|
34.8K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-45K- 82.89% |
$3.86M - $4.23M
|
9.29K
$823K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-45K- 43.94% |
$3.86M - $4.23M
|
57.5K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-45.1K- 73.9% |
$3.86M - $4.23M
|
15.9K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-46.4K- 40.8% |
$3.98M - $4.36M
|
67.3K
$5.97M
|