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 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 10.53% |
$207K - $227K
|
25.4K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.4KNew |
$205K - $225K
|
2.4K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2.38K+ 0.87% |
$204K - $223K
|
276K
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.37K+ 8.13% |
$203K - $222K
|
31.5K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.36K+ 22.56% |
$202K - $221K
|
12.8K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.35KNew |
$201K - $221K
|
2.35K
$192K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.33KNew |
$200K - $219K
|
2.33K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.31K+ 36.31% |
$198K - $217K
|
8.67K
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.29K+ 7.57% |
$197K - $215K
|
32.6K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.28KNew |
$196K - $215K
|
2.28K
$186K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.27KNew |
$195K - $214K
|
2.27K
$185K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.27KNew |
$195K - $213K
|
2.27K
$185K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.26K+ 7.34% |
$194K - $213K
|
33.1K
$2.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.26KNew |
$193K - $212K
|
2.26K
$184K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 2.3% |
$193K - $211K
|
100K
$8.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.24KNew |
$192K - $211K
|
2.24K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
2.24KNew |
$192K - $210K
|
2.24K
$182K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.23K+ 3.37% |
$191K - $209K
|
68.3K
$5.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.22K+ 69.88% |
$190K - $208K
|
5.39K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.22KNew |
$190K - $208K
|
2.22K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.22K+ 112.27% |
$190K - $208K
|
4.19K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
2.2KNew |
$189K - $207K
|
2.2K
$180K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
2.19K+ 7.85% |
$188K - $206K
|
30.1K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.19KNew |
$188K - $206K
|
2.19K
$178K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.18KNew |
$187K - $205K
|
2.18K
$178K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.15KNew |
$184K - $202K
|
2.15K
$175K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.15KNew |
$184K - $202K
|
2.15K
$175K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$175K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
2.14KNew |
$184K - $201K
|
2.14K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.14K+ 7.47% |
$183K - $201K
|
30.8K
$2.51M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.13K+ 70.74% |
$183K - $200K
|
5.15K
$420K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.1K+ 38.18% |
$180K - $197K
|
7.6K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.1KNew |
$180K - $197K
|
2.1K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.07K+ 1.5% |
$178K - $195K
|
141K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
2.06K+ 49.77% |
$177K - $194K
|
6.2K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.04K+ 3.15% |
$175K - $192K
|
66.8K
$5.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.04K+ 39.4% |
$175K - $192K
|
7.23K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 2.51% |
$173K - $189K
|
82.3K
$6.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2.01K+ 1.75% |
$172K - $189K
|
117K
$9.5M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.92K+ 11.57% |
$164K - $180K
|
18.5K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
1.91K+ 72.08% |
$164K - $179K
|
4.56K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89K+ 32.81% |
$162K - $178K
|
7.66K
$625K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.86K+ 8104.35% |
$160K - $175K
|
1.89K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.86K+ 44.8% |
$160K - $175K
|
6.02K
$491K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.82K+ 24.76% |
$156K - $171K
|
9.17K
$747K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.81K+ 36.66% |
$155K - $170K
|
6.74K
$550K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.76K+ 65.32% |
$151K - $166K
|
4.46K
$364K
|