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 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
545+ 10.83% |
$45.4K - $53K
|
5.58K
$489K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
540+ 6.64% |
$45K - $52.5K
|
8.67K
$760K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
539+ 1.36% |
$44.9K - $52.4K
|
40.3K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
527+ 0.66% |
$43.9K - $51.3K
|
80.3K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
516+ 2.85% |
$43K - $50.2K
|
18.6K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
515+ 15.18% |
$42.9K - $50.1K
|
3.91K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500+ 5.33% |
$41.7K - $48.6K
|
9.88K
$866K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
497+ 19.98% |
$41.4K - $48.3K
|
2.98K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
489+ 20.65% |
$40.7K - $47.6K
|
2.86K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
473+ 4.74% |
$39.4K - $46K
|
10.5K
$917K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 15.82% |
$39.2K - $45.7K
|
3.44K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.35% |
$38.9K - $45.4K
|
20.3K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
452+ 3.42% |
$37.7K - $44K
|
13.7K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
422+ 4.86% |
$35.2K - $41K
|
9.1K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
421+ 4.25% |
$35.1K - $41K
|
10.3K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
415+ 813.73% |
$34.6K - $40.4K
|
466
$40.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
405+ 2.33% |
$33.7K - $39.4K
|
17.8K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
399+ 8.09% |
$33.2K - $38.8K
|
5.33K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
392+ 13.56% |
$32.7K - $38.1K
|
3.28K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
382+ 8.8% |
$31.8K - $37.2K
|
4.72K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
368New |
$30.7K - $35.8K
|
368
$32.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
366+ 2.48% |
$30.5K - $35.6K
|
15.1K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
361+ 12.41% |
$30.1K - $35.1K
|
3.27K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
360+ 3.26% |
$30K - $35K
|
11.4K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
345+ 2.51% |
$28.7K - $33.6K
|
14.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
343+ 12.85% |
$28.6K - $33.4K
|
3.01K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
338+ 12.02% |
$28.2K - $32.9K
|
3.15K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
336+ 2.22% |
$28K - $32.7K
|
15.5K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
328+ 2.57% |
$27.3K - $31.9K
|
13.1K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
328+ 0.88% |
$27.3K - $31.9K
|
37.6K
$3.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
315+ 1.88% |
$26.2K - $30.6K
|
17K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
309+ 0.32% |
$25.7K - $30.1K
|
95.7K
$8.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
306+ 5.26% |
$25.5K - $29.8K
|
6.13K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
301+ 22.26% |
$25.1K - $29.3K
|
1.65K
$145K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
299+ 1.34% |
$24.9K - $29.1K
|
22.6K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
288+ 5.25% |
$24K - $28K
|
5.78K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
281+ 1.69% |
$23.4K - $27.3K
|
17K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
264+ 6.93% |
$22K - $25.7K
|
4.07K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
264+ 6.4% |
$22K - $25.7K
|
4.39K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
260+ 0.69% |
$21.7K - $25.3K
|
37.7K
$3.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
256+ 2.31% |
$21.3K - $24.9K
|
11.3K
$994K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
245+ 0.16% |
$20.4K - $23.8K
|
150K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$20K - $23.3K
|
240
$21K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
240+ 5.79% |
$20K - $23.3K
|
4.38K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
237New |
$19.7K - $23.1K
|
237
$20.8K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
229+ 0.58% |
$19.1K - $22.3K
|
39.6K
$3.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
229+ 2.25% |
$19.1K - $22.3K
|
10.4K
$913K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
228+ 3.52% |
$19K - $22.2K
|
6.71K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
215+ 3.62% |
$17.9K - $20.9K
|
6.16K
$540K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
212+ 7.59% |
$17.7K - $20.6K
|
3.01K
$263K
|