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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
93.6KNew |
$7.8M - $9.11M
|
93.6K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
90.1KNew |
$7.51M - $8.77M
|
90.1K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
90K+ 73.57% |
$7.5M - $8.76M
|
212K
$19.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
89.3K+ 494.04% |
$7.44M - $8.69M
|
107K
$9.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
89K+ 193.48% |
$7.42M - $8.66M
|
135K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
85.3K+ 125.36% |
$7.11M - $8.3M
|
153K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
81.9K+ 39.09% |
$6.82M - $7.96M
|
291K
$26.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
81.2K+ 26.09% |
$6.77M - $7.9M
|
392K
$36.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
81.1KNew |
$6.76M - $7.89M
|
81.1K
$7.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
80.3KNew |
$6.69M - $7.81M
|
80.3K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
79.2K+ 11.58% |
$6.59M - $7.7M
|
762K
$70.5M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
75.3K+ 304.3% |
$6.27M - $7.33M
|
100K
$9.25M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
73.6K+ 6371.77% |
$6.13M - $7.16M
|
74.7K
$6.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
70.1KNew |
$5.84M - $6.82M
|
70.1K
$6.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
69.3KNew |
$5.77M - $6.74M
|
69.3K
$6.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
62K+ 20.33% |
$5.16M - $6.03M
|
367K
$33.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
61.9KNew |
$5.16M - $6.02M
|
61.9K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
61.7K+ 126.99% |
$5.14M - $6M
|
110K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
57.8K+ 640.03% |
$4.82M - $5.62M
|
66.8K
$6.18M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.4K+ 34.12% |
$4.78M - $5.58M
|
226K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
56.4K+ 4.29% |
$4.7M - $5.49M
|
1.37M
$127M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
52.9K+ 1156.25% |
$4.41M - $5.15M
|
57.5K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
51.6K+ 11.45% |
$4.3M - $5.02M
|
502K
$46.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
51.4K+ 29.0% |
$4.28M - $5M
|
229K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
50.8KNew |
$4.23M - $4.94M
|
50.8K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
50.8K+ 115.35% |
$4.23M - $4.94M
|
94.8K
$8.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50K+ 139.28% |
$4.17M - $4.87M
|
85.9K
$7.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49.6K+ 71.99% |
$4.13M - $4.82M
|
118K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
49.1K+ 389.33% |
$4.09M - $4.77M
|
61.7K
$5.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
48.1KNew |
$4.01M - $4.68M
|
48.1K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
46.4K+ 9271.4% |
$3.86M - $4.51M
|
46.9K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
46.2KNew |
$3.85M - $4.49M
|
46.2K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
46.1KNew |
$3.84M - $4.48M
|
46.1K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
45.4KNew |
$3.78M - $4.41M
|
45.4K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
44.4KNew |
$3.7M - $4.32M
|
44.4K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
43.7K+ 71.24% |
$3.64M - $4.25M
|
105K
$9.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
41KNew |
$3.41M - $3.99M
|
41K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
40.6KNew |
$3.38M - $3.95M
|
40.6K
$3.75M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
40.5KNew |
$3.37M - $3.94M
|
40.5K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 3.49% |
$3.29M - $3.84M
|
1.17M
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38K+ 51.11% |
$3.17M - $3.7M
|
112K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
37.8K+ 9.48% |
$3.15M - $3.68M
|
437K
$40.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
36.7KNew |
$3.06M - $3.57M
|
36.7K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
36.1K+ 29.86% |
$3.01M - $3.51M
|
157K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
35.9KNew |
$2.99M - $3.49M
|
35.9K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
35.4K+ 723.41% |
$2.95M - $3.44M
|
40.3K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 78.94% |
$2.9M - $3.38M
|
78.8K
$7.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
33.4K+ 178.32% |
$2.79M - $3.25M
|
52.2K
$4.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.1K+ 546.59% |
$2.76M - $3.22M
|
39.2K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
32.9K+ 34997.87% |
$2.74M - $3.2M
|
33K
$3.05M
|