Purchases and Sales Made in Q4 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
203+ 6.75% |
$16.9K - $19.7K
|
3.21K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
202+ 4.45% |
$16.8K - $19.6K
|
4.74K
$420K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
200+ 3.99% |
$16.7K - $19.5K
|
5.21K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$17.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
195+ 1.29% |
$16.2K - $19K
|
15.3K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
194+ 2.59% |
$16.2K - $18.9K
|
7.68K
$680K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
193+ 0.67% |
$16.1K - $18.8K
|
29.1K
$2.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
190+ 8.28% |
$15.8K - $18.5K
|
2.49K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
186+ 2.49% |
$15.5K - $18.1K
|
7.65K
$677K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
180+ 0.41% |
$15K - $17.5K
|
43.7K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 3.39% |
$14.7K - $17.1K
|
5.37K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
170+ 0.52% |
$14.2K - $16.5K
|
33.1K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
167+ 1.27% |
$13.9K - $16.2K
|
13.3K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
154+ 4.76% |
$12.8K - $15K
|
3.39K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
150+ 2.34% |
$12.5K - $14.6K
|
6.55K
$580K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
146New |
$12.2K - $14.2K
|
146
$12.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 1.06% |
$12K - $14K
|
13.7K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
143New |
$11.9K - $13.9K
|
143
$12.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
140+ 4.79% |
$11.7K - $13.6K
|
3.06K
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
139+ 2.65% |
$11.6K - $13.5K
|
5.38K
$476K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
139+ 1.31% |
$11.6K - $13.5K
|
10.7K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
137+ 1.16% |
$11.4K - $13.3K
|
11.9K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
131+ 2.72% |
$10.9K - $12.7K
|
4.95K
$438K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
128+ 2.91% |
$10.7K - $12.5K
|
4.53K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
123+ 0.27% |
$10.2K - $12K
|
45.2K
$4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
115+ 2.88% |
$9.58K - $11.2K
|
4.11K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.65% |
$9.5K - $11.1K
|
7.02K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
113+ 1.49% |
$9.42K - $11K
|
7.68K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$8.67K - $10.1K
|
3.27K
$290K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
103+ 7.66% |
$8.58K - $10K
|
1.45K
$128K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
103+ 0.3% |
$8.58K - $10K
|
34.3K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
101+ 1.11% |
$8.42K - $9.82K
|
9.17K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 12.5% |
$8.33K - $9.73K
|
900
$79.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
100+ 0.12% |
$8.33K - $9.73K
|
80.4K
$7.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
97+ 2.21% |
$8.08K - $9.44K
|
4.49K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94+ 36.29% |
$7.83K - $9.14K
|
353
$31.3K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
93+ 3.11% |
$7.75K - $9.05K
|
3.08K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
93New |
$7.75K - $9.05K
|
93
$8.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
90+ 1.17% |
$7.5K - $8.75K
|
7.77K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
90+ 2.23% |
$7.5K - $8.75K
|
4.13K
$366K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
85+ 0.37% |
$7.08K - $8.27K
|
22.8K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
79+ 3.26% |
$6.58K - $7.68K
|
2.5K
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$6.5K - $7.59K
|
78
$6.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
75New |
$6.25K - $7.3K
|
75
$6.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
74+ 0.75% |
$6.17K - $7.2K
|
9.91K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
74+ 0.84% |
$6.17K - $7.2K
|
8.91K
$789K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
73+ 0.59% |
$6.08K - $7.1K
|
12.5K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
72+ 0.06% |
$6K - $7K
|
115K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
72+ 0.55% |
$6K - $7K
|
13.1K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
68+ 1.8% |
$5.67K - $6.61K
|
3.85K
$341K
|