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 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
5.85K+ 209.37% |
$502K - $550K
|
8.65K
$705K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
5.76K+ 91.21% |
$493K - $541K
|
12.1K
$984K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.65K+ 22.87% |
$484K - $531K
|
30.4K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5.57K+ 28.26% |
$477K - $523K
|
25.3K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.51KNew |
$472K - $518K
|
5.51K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
5.36K+ 91.49% |
$460K - $504K
|
11.2K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.32K+ 5.64% |
$456K - $500K
|
99.7K
$8.13M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$441K - $483K
|
5.14K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5K+ 127.18% |
$429K - $470K
|
8.94K
$728K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
4.86K+ 6.58% |
$416K - $456K
|
78.7K
$6.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.85K+ 11.46% |
$416K - $456K
|
47.2K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.83K+ 0.86% |
$414K - $454K
|
565K
$46.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.77K+ 2.11% |
$408K - $448K
|
230K
$18.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$406K - $445K
|
4.74K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
4.66KNew |
$399K - $437K
|
4.66K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.65K+ 36.31% |
$398K - $436K
|
17.4K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
4.64KNew |
$398K - $436K
|
4.64K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
4.64K+ 7.74% |
$397K - $436K
|
64.5K
$5.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.63K+ 32.83% |
$397K - $435K
|
18.7K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.62KNew |
$396K - $434K
|
4.62K
$377K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.59KNew |
$393K - $431K
|
4.59K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.53KNew |
$389K - $426K
|
4.53K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.49K+ 14.15% |
$385K - $422K
|
36.2K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.45K+ 8.48% |
$382K - $418K
|
57K
$4.64M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.44K+ 230.77% |
$381K - $417K
|
6.36K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.43K+ 3.3% |
$380K - $416K
|
139K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
4.4KNew |
$377K - $413K
|
4.4K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4.37KNew |
$375K - $411K
|
4.37K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.34KNew |
$372K - $408K
|
4.34K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.32K+ 55.91% |
$371K - $406K
|
12.1K
$983K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.26K+ 5.45% |
$365K - $400K
|
82.4K
$6.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4.11KNew |
$352K - $386K
|
4.11K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.08K+ 205.96% |
$349K - $383K
|
6.06K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.08K+ 38.7% |
$349K - $383K
|
14.6K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
4.07K+ 3.97% |
$349K - $382K
|
107K
$8.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
4.05KNew |
$347K - $380K
|
4.05K
$330K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.01K+ 120.47% |
$344K - $377K
|
7.35K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
4.01K+ 4.95% |
$344K - $377K
|
85.1K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.89KNew |
$334K - $366K
|
3.89K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.88KNew |
$332K - $364K
|
3.88K
$316K
|
|
|
Apr 17, 2025
Q1 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.84KNew |
$329K - $361K
|
3.84K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.84K+ 16.66% |
$329K - $361K
|
26.9K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.79KNew |
$325K - $356K
|
3.79K
$309K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.78K+ 8.54% |
$324K - $355K
|
48K
$3.91M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.72K+ 123.57% |
$319K - $349K
|
6.73K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.7K+ 968.85% |
$317K - $348K
|
4.08K
$333K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
3.68K+ 31.55% |
$315K - $346K
|
15.3K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.67K+ 1.83% |
$314K - $344K
|
204K
$16.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.66K+ 6.51% |
$314K - $344K
|
60K
$4.89M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
3.54K+ 54.06% |
$303K - $333K
|
10.1K
$823K
|