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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 50.59% |
$858K - $941K
|
29.8K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10K+ 12.46% |
$858K - $940K
|
90.3K
$7.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.89KNew |
$848K - $929K
|
9.89K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
9.58KNew |
$821K - $900K
|
9.58K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9.57K+ 44.82% |
$820K - $899K
|
30.9K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.54K+ 31.52% |
$817K - $896K
|
39.8K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.45K+ 16.91% |
$810K - $888K
|
65.3K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
9.25KNew |
$793K - $869K
|
9.25K
$754K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.2K+ 230.35% |
$788K - $864K
|
13.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
9.03K+ 124.32% |
$774K - $848K
|
16.3K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
8.91K+ 4.79% |
$763K - $837K
|
195K
$15.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
8.66K+ 56.75% |
$742K - $814K
|
23.9K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.6K+ 2.82% |
$737K - $808K
|
314K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
8.57K+ 30.35% |
$734K - $805K
|
36.8K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
8.46K+ 17.4% |
$725K - $795K
|
57.1K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
8.3KNew |
$712K - $780K
|
8.3K
$677K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
8.24K+ 4.26% |
$706K - $775K
|
202K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.14K+ 11.65% |
$697K - $765K
|
78K
$6.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.1K+ 7.67% |
$694K - $761K
|
114K
$9.27M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.9K+ 141.77% |
$677K - $742K
|
13.5K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.88K+ 9.62% |
$675K - $740K
|
89.8K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.78KNew |
$667K - $731K
|
7.78K
$634K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
7.77KNew |
$666K - $730K
|
7.77K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.68K+ 6.74% |
$658K - $722K
|
122K
$9.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.58K+ 108271.43% |
$650K - $712K
|
7.59K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
7.56K+ 36.5% |
$648K - $710K
|
28.3K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.43K+ 129.11% |
$637K - $698K
|
13.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.4K+ 3.21% |
$634K - $695K
|
238K
$19.4M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7.37K+ 5.81% |
$632K - $692K
|
134K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.36K+ 48.49% |
$631K - $692K
|
22.5K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.29K+ 3.43% |
$624K - $685K
|
220K
$17.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
7.21KNew |
$618K - $677K
|
7.21K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
7.18KNew |
$615K - $675K
|
7.18K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
7.12KNew |
$610K - $669K
|
7.12K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
6.97KNew |
$597K - $655K
|
6.97K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
6.9KNew |
$591K - $648K
|
6.9K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
6.76K+ 119.37% |
$579K - $635K
|
12.4K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.72K+ 75.93% |
$576K - $632K
|
15.6K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
6.7KNew |
$574K - $629K
|
6.7K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.69KNew |
$573K - $628K
|
6.69K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
6.38K+ 12.98% |
$547K - $600K
|
55.5K
$4.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
6.33KNew |
$542K - $595K
|
6.33K
$516K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.26KNew |
$537K - $589K
|
6.26K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.23K+ 60.12% |
$534K - $586K
|
16.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.2K+ 25.42% |
$531K - $583K
|
30.6K
$2.49M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.14K+ 253.55% |
$526K - $577K
|
8.56K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6K+ 222.0% |
$514K - $564K
|
8.71K
$710K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
5.98KNew |
$512K - $562K
|
5.98K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.95K+ 22.28% |
$510K - $559K
|
32.7K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.86K+ 2.42% |
$502K - $551K
|
248K
$20.2M
|