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 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
676+ 1.37% |
$56.3K - $65.8K
|
50.1K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
673New |
$56.1K - $65.5K
|
673
$54.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
669+ 19.62% |
$55.7K - $65.1K
|
4.08K
$333K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
662+ 5.06% |
$55.2K - $64.4K
|
13.7K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
654+ 3.4% |
$54.5K - $63.6K
|
19.9K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
653+ 23.0% |
$54.4K - $63.5K
|
3.49K
$285K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
652+ 3.05% |
$54.3K - $63.4K
|
22K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
648+ 1.16% |
$54K - $63K
|
56.3K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
646+ 5.51% |
$53.8K - $62.8K
|
12.4K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
636+ 1.26% |
$53K - $61.9K
|
51.3K
$4.18M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
636+ 1.4% |
$53K - $61.9K
|
46.1K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
630New |
$52.5K - $61.3K
|
630
$51.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
624New |
$52K - $60.7K
|
624
$50.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
619+ 10.64% |
$51.6K - $60.2K
|
6.44K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
614+ 7.72% |
$51.2K - $59.7K
|
8.57K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
614+ 3.16% |
$51.2K - $59.7K
|
20K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
613+ 5.0% |
$51.1K - $59.6K
|
12.9K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
610+ 2.31% |
$50.8K - $59.3K
|
27K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
610+ 11.09% |
$50.8K - $59.3K
|
6.11K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
604New |
$50.3K - $58.8K
|
604
$49.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
598New |
$49.8K - $58.2K
|
598
$48.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
592+ 2.59% |
$49.3K - $57.6K
|
23.5K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
590+ 6.89% |
$49.2K - $57.4K
|
9.16K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
581+ 11.39% |
$48.4K - $56.5K
|
5.68K
$463K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
577+ 5.19% |
$48.1K - $56.1K
|
11.7K
$953K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
575+ 16.13% |
$47.9K - $55.9K
|
4.14K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
565+ 3.59% |
$47.1K - $55K
|
16.3K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
558+ 5.93% |
$46.5K - $54.3K
|
9.97K
$813K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
550+ 2.78% |
$45.8K - $53.5K
|
20.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
550+ 10.96% |
$45.8K - $53.5K
|
5.57K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
549+ 31.61% |
$45.7K - $53.4K
|
2.29K
$186K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
545+ 10.83% |
$45.4K - $53K
|
5.58K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
540+ 6.64% |
$45K - $52.5K
|
8.67K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
539+ 1.36% |
$44.9K - $52.4K
|
40.3K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
527+ 0.66% |
$43.9K - $51.3K
|
80.3K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
523+ 15.82% |
$43.6K - $50.9K
|
3.83K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
516+ 2.85% |
$43K - $50.2K
|
18.6K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
515+ 15.18% |
$42.9K - $50.1K
|
3.91K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
510+ 9.62% |
$42.5K - $49.6K
|
5.81K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500+ 5.33% |
$41.7K - $48.6K
|
9.88K
$806K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 25.0% |
$41.7K - $48.6K
|
2.5K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
497+ 19.98% |
$41.4K - $48.3K
|
2.98K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
497+ 3.38% |
$41.4K - $48.3K
|
15.2K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
489+ 20.65% |
$40.7K - $47.6K
|
2.86K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
480+ 10.87% |
$40K - $46.7K
|
4.9K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
476+ 18.71% |
$39.7K - $46.3K
|
3.02K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
473+ 4.74% |
$39.4K - $46K
|
10.5K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 15.82% |
$39.2K - $45.7K
|
3.44K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.35% |
$38.9K - $45.4K
|
20.3K
$1.66M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 4.89% |
$38.7K - $45.2K
|
9.97K
$813K
|