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 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-47.2K- 76.63% |
$4.05M - $4.44M
|
14.4K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-49.6K- 67.7% |
$4.25M - $4.66M
|
23.7K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51.7K- 60.12% |
$4.43M - $4.85M
|
34.3K
$3.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-52K- 64.67% |
$4.45M - $4.88M
|
28.4K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-55.9K- 49.96% |
$4.79M - $5.25M
|
56K
$4.96M
|
|
|
May 15, 2025
Q1 2025
|
Condire Management, LP
Dallas, TX |
SELL
|
- |
-56.9K- 41.57% |
$4.88M - $5.35M
|
80K
$7.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-57.3K- 51.7% |
$4.91M - $5.39M
|
53.5K
$4.74M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-58.1K- 37.23% |
$4.98M - $5.46M
|
97.9K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-58.5K- 13.1% |
$5.01M - $5.49M
|
388K
$34.4M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-61.2K- 41.55% |
$5.25M - $5.75M
|
86.1K
$7.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-61.2K- 10.21% |
$5.25M - $5.75M
|
539K
$47.7M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.1K- 57.87% |
$5.58M - $6.12M
|
47.4K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-70.4K- 0.74% |
$6.03M - $6.62M
|
9.39M
$832M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.6K- 95.95% |
$6.14M - $6.73M
|
3.02K
$268K
|
|
|
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
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-77.8K- 5.68% |
$6.67M - $7.31M
|
1.29M
$115M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-78.5K- 93.41% |
$6.73M - $7.38M
|
5.54K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-82.3K- 15.67% |
$7.05M - $7.73M
|
443K
$39.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.2K- 89.82% |
$7.13M - $7.82M
|
9.43K
$835K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-86K- 86.74% |
$7.37M - $8.08M
|
13.1K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-88.8K- 82.66% |
$7.61M - $8.34M
|
18.6K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-89.5K- 94.98% |
$7.67M - $8.41M
|
4.73K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-98.1K- 88.78% |
$8.41M - $9.22M
|
12.4K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-102K- 80.33% |
$8.75M - $9.59M
|
25K
$2.22M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-105K- 95.13% |
$9M - $9.86M
|
5.37K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-112K- 79.28% |
$9.58M - $10.5M
|
29.2K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
SELL
|
- |
-118K- 69.25% |
$10.1M - $11.1M
|
52.5K
$4.65M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-119K- 98.14% |
$10.2M - $11.1M
|
2.24K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-125K- 68.97% |
$10.7M - $11.8M
|
56.3K
$4.99M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-128K- 16.37% |
$11M - $12M
|
653K
$57.9M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-130K- 68.44% |
$11.1M - $12.2M
|
60K
$5.31M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-131K- 33.35% |
$11.2M - $12.3M
|
262K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-131K- 56.85% |
$11.3M - $12.3M
|
99.7K
$8.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-136K- 98.93% |
$11.6M - $12.8M
|
1.47K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-136K- 14.68% |
$11.7M - $12.8M
|
793K
$70.3M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-144K- 93.88% |
$12.3M - $13.5M
|
9.39K
$832K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-147K- 34.08% |
$12.6M - $13.8M
|
285K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-154K- 30.59% |
$13.2M - $14.4M
|
349K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-162K- 93.46% |
$13.9M - $15.2M
|
11.3K
$1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-180K- 15.39% |
$15.4M - $16.9M
|
990K
$87.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-190K- 15.73% |
$16.3M - $17.9M
|
1.02M
$90.2M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-192K- 84.12% |
$16.5M - $18.1M
|
36.3K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-194K- 57.71% |
$16.6M - $18.2M
|
142K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-204K- 26.74% |
$17.5M - $19.2M
|
559K
$49.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-231K- 6.88% |
$19.8M - $21.7M
|
3.12M
$277M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-242K- 38.44% |
$20.8M - $22.8M
|
388K
$34.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-286K- 95.72% |
$24.5M - $26.9M
|
12.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-290K- 87.6% |
$24.8M - $27.2M
|
41K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-296K- 44.6% |
$25.4M - $27.8M
|
368K
$32.6M
|