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 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.12K+ 5.5% |
$95.6K - $105K
|
21.4K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.11K+ 3.01% |
$94.7K - $104K
|
37.8K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.1K+ 1.01% |
$94.2K - $103K
|
109K
$8.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.08K+ 33.25% |
$92.5K - $101K
|
4.32K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
1.08K+ 358.67% |
$92.2K - $101K
|
1.38K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.07K+ 8.17% |
$91.9K - $101K
|
14.2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.06K+ 30.35% |
$90.9K - $99.7K
|
4.56K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.05K+ 14.52% |
$90.3K - $99K
|
8.31K
$678K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.05K+ 3.52% |
$90.2K - $98.8K
|
30.9K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.03K+ 8.53% |
$88.3K - $96.8K
|
13.1K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.01K+ 2.73% |
$86.9K - $95.3K
|
38.2K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.01K+ 0.23% |
$86.4K - $94.7K
|
440K
$35.9M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1KNew |
$85.7K - $94K
|
1K
$81.5K
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
1K+ 100.0% |
$85.7K - $94K
|
2K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
997+ 16.69% |
$85.4K - $93.7K
|
6.97K
$568K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
990+ 13.4% |
$84.8K - $93K
|
8.38K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
986+ 15.71% |
$84.5K - $92.6K
|
7.26K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
984+ 25.19% |
$84.3K - $92.5K
|
4.89K
$399K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
972+ 152.11% |
$83.3K - $91.3K
|
1.61K
$131K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
965+ 4.4% |
$82.7K - $90.7K
|
22.9K
$1.87M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
950+ 86.6% |
$81.4K - $89.3K
|
2.05K
$167K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
950+ 0.37% |
$81.4K - $89.3K
|
256K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
922+ 1.19% |
$79K - $86.6K
|
78.2K
$6.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
908+ 17.32% |
$77.8K - $85.3K
|
6.15K
$501K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
900New |
$77.1K - $84.6K
|
900
$73.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
896+ 5.03% |
$76.8K - $84.2K
|
18.7K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
881+ 3.03% |
$75.5K - $82.8K
|
30K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
845+ 7.06% |
$72.4K - $79.4K
|
12.8K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
842+ 12.1% |
$72.2K - $79.1K
|
7.8K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
842+ 4.6% |
$72.2K - $79.1K
|
19.2K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
824New |
$70.6K - $77.4K
|
824
$67.2K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
803+ 28.95% |
$68.8K - $75.4K
|
3.58K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
802+ 21.2% |
$68.7K - $75.4K
|
4.59K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
783+ 139.32% |
$67.1K - $73.6K
|
1.35K
$110K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
781+ 12.75% |
$66.9K - $73.4K
|
6.91K
$563K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
776+ 16.14% |
$66.5K - $72.9K
|
5.58K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
774+ 2.5% |
$66.3K - $72.7K
|
31.7K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
751+ 10.23% |
$64.4K - $70.6K
|
8.09K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
750+ 14.42% |
$64.3K - $70.5K
|
5.95K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
733+ 12.35% |
$62.8K - $68.9K
|
6.67K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
730+ 44.43% |
$62.6K - $68.6K
|
2.37K
$193K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
717+ 3.34% |
$61.4K - $67.4K
|
22.2K
$1.81M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
713New |
$61.1K - $67K
|
713
$58.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$57.1K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
700New |
$60K - $65.8K
|
700
$57.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
694+ 18.4% |
$59.5K - $65.2K
|
4.47K
$364K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
688+ 22.32% |
$59K - $64.6K
|
3.77K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
685+ 2.85% |
$58.7K - $64.4K
|
24.7K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
677+ 0.91% |
$58K - $63.6K
|
74.8K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
676+ 5.21% |
$57.9K - $63.5K
|
13.6K
$1.11M
|