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 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.73K+ 4.3% |
$148K - $162K
|
41.9K
$3.42M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.72K+ 32.52% |
$148K - $162K
|
7.02K
$572K
|
|
|
Apr 23, 2025
Q1 2025
|
White Pine Investment CO
|
BUY
|
- |
1.72K+ 9.88% |
$147K - $161K
|
19.1K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.69K+ 49.91% |
$145K - $159K
|
5.09K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.67K+ 112.47% |
$143K - $157K
|
3.15K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.66K+ 8.23% |
$142K - $156K
|
21.8K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.65K+ 27.72% |
$141K - $155K
|
7.61K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.56K+ 9.63% |
$133K - $146K
|
17.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.54K+ 25.5% |
$132K - $144K
|
7.56K
$616K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.53K+ 90.99% |
$131K - $143K
|
3.2K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.51K+ 36.75% |
$129K - $142K
|
5.6K
$457K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.49K+ 40.87% |
$128K - $140K
|
5.13K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1.48KNew |
$127K - $139K
|
1.48K
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.47K+ 3.91% |
$126K - $138K
|
39.1K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.46K+ 193.13% |
$125K - $137K
|
2.22K
$181K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.46K+ 23.7% |
$125K - $137K
|
7.61K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.44K+ 1.42% |
$123K - $135K
|
103K
$8.38M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 1.9% |
$120K - $132K
|
75K
$6.11M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.39K+ 9.92% |
$119K - $131K
|
15.4K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.36K+ 41.44% |
$117K - $128K
|
4.65K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 3.83% |
$117K - $128K
|
36.8K
$3M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.35K+ 20.89% |
$116K - $127K
|
7.8K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.35K+ 7.36% |
$115K - $126K
|
19.6K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.35K+ 4.39% |
$115K - $126K
|
32K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.32K+ 8.09% |
$113K - $124K
|
17.6K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.3K+ 9.94% |
$111K - $122K
|
14.4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.3K+ 8.05% |
$111K - $122K
|
17.4K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.29K+ 3.52% |
$111K - $121K
|
37.9K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 4.7% |
$110K - $121K
|
28.6K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.26K+ 1.4% |
$108K - $118K
|
90.9K
$7.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.25K+ 6.29% |
$107K - $118K
|
21.2K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.24K+ 8.83% |
$107K - $117K
|
15.3K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
1.24K+ 123700.0% |
$106K - $116K
|
1.24K
$101K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.23K+ 21.96% |
$106K - $116K
|
6.84K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
1.22K+ 5.75% |
$104K - $114K
|
22.4K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.21K+ 31.21% |
$104K - $114K
|
5.1K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.21K+ 0.58% |
$104K - $114K
|
210K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.21K+ 43.03% |
$103K - $113K
|
4.01K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.18K+ 18.06% |
$101K - $111K
|
7.73K
$630K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.17K+ 3.54% |
$101K - $110K
|
34.3K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.17K+ 7.72% |
$100K - $110K
|
16.4K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
1.16K+ 47.05% |
$99.7K - $109K
|
3.64K
$296K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1.16KNew |
$99.6K - $109K
|
1.16K
$94.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.16K+ 12.34% |
$99.2K - $109K
|
10.5K
$859K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.15KNew |
$98.7K - $108K
|
1.15K
$93.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
1.15K+ 3.73% |
$98.7K - $108K
|
32K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.15K+ 2.06% |
$98.6K - $108K
|
57.1K
$4.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.12K+ 10.12% |
$96K - $105K
|
12.2K
$994K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.12K+ 20.33% |
$95.9K - $105K
|
6.62K
$540K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.12K+ 4.59% |
$95.8K - $105K
|
25.5K
$2.08M
|