Purchases and Sales Made in Q4 2024 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 13, 2025 Q4 2024
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
176
+ 3.39%
$14.7K - $17.1K
5.37K $438K
Feb 13, 2025 Q4 2024
Coastline Trust CO

BUY
 -
175
+ 4.32%
$14.6K - $17K
4.23K $345K
Jan 27, 2025 Q4 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
170
+ 0.52%
$14.2K - $16.5K
33.1K $2.7M
Feb 06, 2025 Q4 2024
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
167
+ 1.27%
$13.9K - $16.2K
13.3K $1.09M
Feb 14, 2025 Q4 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
165
+ 2.59%
$13.7K - $16K
6.54K $533K
Feb 13, 2025 Q4 2024
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
160
New
$13.3K - $15.6K
160 $13K
Jan 13, 2025 Q4 2024
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
154
+ 4.76%
$12.8K - $15K
3.39K $276K
Feb 10, 2025 Q4 2024
Northwest Wealth Management, LLC

BUY
 -
152
+ 3.95%
$12.7K - $14.8K
4K $326K
Jan 30, 2025 Q4 2024
Intrinsic Value Partners, LLC

BUY
 -
150
+ 2.34%
$12.5K - $14.6K
6.55K $534K
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
146
New
$12.2K - $14.2K
146 $11.9K
Feb 06, 2025 Q4 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
143
New
$11.9K - $13.9K
143 $11.7K
Feb 06, 2025 Q4 2024
Gryphon Financial Partners LLC

BUY
 -
140
+ 4.79%
$11.7K - $13.6K
3.06K $249K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
139
+ 2.65%
$11.6K - $13.5K
5.38K $439K
Jan 30, 2025 Q4 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
139
+ 1.31%
$11.6K - $13.5K
10.7K $876K
Jan 24, 2025 Q4 2024
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
137
+ 1.16%
$11.4K - $13.3K
11.9K $971K
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
131
+ 2.72%
$10.9K - $12.7K
4.95K $403K
Feb 11, 2025 Q4 2024
Somerset Group LLC

Wayzata, MN
BUY
 -
131
+ 1.08%
$10.9K - $12.7K
12.2K $997K
Feb 25, 2025 Q4 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
129
+ 0.17%
$10.7K - $12.5K
74.1K $6.04M
Jan 31, 2025 Q4 2024
Mcdonald Partners LLC

BUY
 -
128
+ 2.91%
$10.7K - $12.5K
4.53K $369K
Feb 14, 2025 Q4 2024
Star Financial Bank

Fort Wayne, IN
BUY
 -
125
+ 5.22%
$10.4K - $12.2K
2.52K $205K
Jan 16, 2025 Q4 2024
Focus Wealth Advisors, LLC

BUY
 -
123
+ 0.27%
$10.2K - $12K
45.2K $3.68M
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
122
+ 1742.86%
$10.2K - $11.9K
129 $10.5K
Jan 24, 2025 Q4 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
115
+ 2.88%
$9.58K - $11.2K
4.11K $335K
Feb 10, 2025 Q4 2024
Glenview Trust CO

Louisville, KY
BUY
 -
115
+ 1.77%
$9.58K - $11.2K
6.62K $539K
Feb 03, 2025 Q4 2024
Forvis Wealth Advisors, LLC

BUY
 -
114
+ 1.65%
$9.5K - $11.1K
7.02K $572K
Jan 30, 2025 Q4 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
113
+ 1.49%
$9.42K - $11K
7.68K $626K
Feb 11, 2025 Q4 2024
Atlantic Private Wealth, LLC

BUY
 -
111
+ 0.22%
$9.25K - $10.8K
50.2K $4.09M
Feb 14, 2025 Q4 2024
Chapman Financial Group, LLC

Kailua, HI
BUY
 -
110
New
$9.17K - $10.7K
110 $8.97K
Feb 11, 2025 Q4 2024
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
109
+ 2.66%
$9.08K - $10.6K
4.2K $342K
Feb 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
105
New
$8.75K - $10.2K
105 $8.56K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
105
+ 1.03%
$8.75K - $10.2K
10.3K $838K
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
104
+ 3.28%
$8.67K - $10.1K
3.27K $267K
Jan 10, 2025 Q4 2024
Harbor Capital Advisors, Inc.

BUY
 -
103
+ 7.66%
$8.58K - $10K
1.45K $118K
Jan 23, 2025 Q4 2024
Old Second National Bank Of Aurora

BUY
 -
103
+ 0.3%
$8.58K - $10K
34.3K $2.79M
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
102
+ 9.52%
$8.5K - $9.92K
1.17K $95.6K
Feb 25, 2025 Q4 2024
Brick & Kyle, Associates

Newtown, PA
BUY
 -
102
+ 1.51%
$8.5K - $9.92K
6.86K $559K
Feb 05, 2025 Q4 2024
Proffitt & Goodson Inc

BUY
 -
101
+ 1.11%
$8.42K - $9.82K
9.17K $748K
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
100
+ 12.5%
$8.33K - $9.73K
900 $73.4K
Jan 22, 2025 Q4 2024
Falcon Wealth Planning

BUY
 -
100
+ 0.12%
$8.33K - $9.73K
80.4K $6.55M
Feb 14, 2025 Q4 2024
Regions Financial Corp

BUY
 -
98
+ 0.25%
$8.17K - $9.53K
38.5K $3.14M
Jan 22, 2025 Q4 2024
Bensler, LLC

Bellevue, WA
BUY
 -
97
+ 2.21%
$8.08K - $9.44K
4.49K $366K
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
94
+ 36.29%
$7.83K - $9.14K
353 $28.8K
Jan 03, 2025 Q4 2024
First Citizens Financial Corp

BUY
 -
93
+ 3.11%
$7.75K - $9.05K
3.08K $251K
Jan 27, 2025 Q4 2024
Quattro Financial Advisors LLC

BUY
 -
93
New
$7.75K - $9.05K
93 $7.58K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
90
+ 1.17%
$7.5K - $8.75K
7.77K $633K
Feb 06, 2025 Q4 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
90
+ 2.23%
$7.5K - $8.75K
4.13K $337K
Feb 18, 2025 Q4 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
89
+ 0.94%
$7.42K - $8.66K
9.59K $782K
Feb 10, 2025 Q4 2024
Patten & Patten Inc

BUY
 -
87
+ 0.39%
$7.25K - $8.46K
22.6K $1.84M
Jan 06, 2025 Q4 2024
Boltwood Capital Management

BUY
 -
85
+ 0.37%
$7.08K - $8.27K
22.8K $1.86M

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