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
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
84
+ 0.15%
$7K - $8.17K
54.4K $4.43M
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
83
New
$6.92K - $8.07K
83 $6.77K
Jan 24, 2025 Q4 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
79
+ 3.26%
$6.58K - $7.68K
2.5K $204K
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
79
+ 10.1%
$6.58K - $7.68K
861 $70.2K
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
78
New
$6.5K - $7.59K
78 $6.36K
Feb 04, 2025 Q4 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
75
New
$6.25K - $7.3K
75 $6.11K
Feb 13, 2025 Q4 2024
River Glades Family Offices LLC

Naples, FL
BUY
 -
75
+ 1.12%
$6.25K - $7.3K
6.78K $553K
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
74
+ 0.75%
$6.17K - $7.2K
9.91K $808K
Jan 27, 2025 Q4 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
74
+ 0.84%
$6.17K - $7.2K
8.91K $727K
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
73
+ 0.59%
$6.08K - $7.1K
12.5K $1.02M
Jan 17, 2025 Q4 2024
Eagle Capital Management, LLC

BUY
 -
72
+ 0.55%
$6K - $7K
13.1K $1.07M
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
68
+ 1.8%
$5.67K - $6.61K
3.85K $314K
Feb 07, 2025 Q4 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
68
+ 1.0%
$5.67K - $6.61K
6.89K $561K
Feb 14, 2025 Q4 2024
Elequin Capital LP

New York, NY
BUY
 -
65
New
$5.42K - $6.32K
65 $5.3K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
64
New
$5.33K - $6.23K
64 $5.22K
Feb 14, 2025 Q4 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
63
+ 1.39%
$5.25K - $6.13K
4.6K $375K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
62
New
$5.17K - $6.03K
62 $5.05K
Feb 14, 2025 Q4 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
61
+ 0.59%
$5.08K - $5.93K
10.4K $847K
Jan 29, 2025 Q4 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
60
+ 0.91%
$5K - $5.84K
6.65K $542K
Feb 14, 2025 Q4 2024
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
BUY
 -
60
+ 15.0%
$5K - $5.84K
460 $37.5K
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
56
+ 0.55%
$4.67K - $5.45K
10.2K $830K
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
55
+ 1.07%
$4.58K - $5.35K
5.21K $424K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
51
+ 0.66%
$4.25K - $4.96K
7.81K $637K
Feb 06, 2025 Q4 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
51
+ 2.11%
$4.25K - $4.96K
2.47K $201K
Jan 13, 2025 Q4 2024
Chicago Trust CO Na

BUY
 -
50
+ 0.8%
$4.17K - $4.86K
6.27K $511K
Feb 07, 2025 Q4 2024
Mcintyre Freedman & Flynn Investment Advisers Inc

Orleans, MA
BUY
 -
50
+ 0.17%
$4.17K - $4.86K
29.9K $2.44M
Feb 11, 2025 Q4 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
50
+ 0.62%
$4.17K - $4.86K
8.12K $662K
Jan 21, 2025 Q4 2024
Goelzer Investment Management, Inc.

BUY
 -
48
+ 0.49%
$4K - $4.67K
9.86K $804K
Jan 29, 2025 Q4 2024
Retirement Guys Formula LLC

BUY
 -
48
+ 1.75%
$4K - $4.67K
2.8K $228K
Feb 11, 2025 Q4 2024
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
46
+ 0.18%
$3.83K - $4.47K
25.4K $2.07M
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
44
+ 54.32%
$3.67K - $4.28K
125 $10.2K
Feb 07, 2025 Q4 2024
Amundi

Paris, I0
BUY
 -
44
+ 2.06%
$3.67K - $4.28K
2.18K $178K
May 15, 2025 Q4 2024
Wpg Advisers, LLC

Baltimore, MD
BUY
 -
44
New
$3.67K - $4.28K
44 $3.59K
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
43
New
$3.58K - $4.18K
43 $3.51K
Feb 06, 2025 Q4 2024
Bbr Partners, LLC

New York, NY
BUY
 -
43
+ 0.66%
$3.58K - $4.18K
6.57K $535K
Feb 10, 2025 Q4 2024
Van Strum & Towne Inc.

San Francisco, CA
BUY
 -
43
+ 0.08%
$3.58K - $4.18K
52.7K $4.3M
Jan 24, 2025 Q4 2024
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
42
+ 0.82%
$3.5K - $4.09K
5.16K $421K
Jan 30, 2025 Q4 2024
Blue Zone Wealth Advisors, LLC

BUY
 -
41
+ 0.95%
$3.42K - $3.99K
4.35K $355K
Jan 22, 2025 Q4 2024
Next Level Private LLC

Harrison, NY
BUY
 -
40
+ 0.78%
$3.33K - $3.89K
5.19K $423K
Jan 28, 2025 Q4 2024
Byrne Asset Management LLC

BUY
 -
40
+ 6.81%
$3.33K - $3.89K
627 $51.1K
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
39
+ 2.86%
$3.25K - $3.79K
1.4K $114K
Jan 16, 2025 Q4 2024
Monterey Private Wealth, Inc.

BUY
 -
39
+ 1.34%
$3.25K - $3.79K
2.95K $240K
Feb 04, 2025 Q4 2024
Nelson Capital Management, LLC

BUY
 -
39
+ 0.24%
$3.25K - $3.79K
16.3K $1.33M
Jan 21, 2025 Q4 2024
Cedar Mountain Advisors, LLC

BUY
 -
36
New
$3K - $3.5K
36 $2.94K
Jan 13, 2025 Q4 2024
Founders Capital Management

BUY
 -
35
+ 2.83%
$2.92K - $3.4K
1.27K $104K
Jan 14, 2025 Q4 2024
Shulman De Meo Asset Management LLC

BUY
 -
31
+ 0.64%
$2.58K - $3.02K
4.85K $396K
Feb 03, 2025 Q4 2024
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
31
+ 0.27%
$2.58K - $3.02K
11.7K $951K
Feb 12, 2025 Q4 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
31
+ 4.08%
$2.58K - $3.02K
791 $64.5K
Jan 28, 2025 Q4 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
30
+ 6.22%
$2.5K - $2.92K
512 $41.7K

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