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 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
714+ 10.76% |
$59.5K - $69.5K
|
7.35K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
705+ 4.56% |
$58.7K - $68.6K
|
16.2K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
704New |
$58.7K - $68.5K
|
704
$62.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
693+ 15.18% |
$57.7K - $67.4K
|
5.26K
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
685+ 10.55% |
$57.1K - $66.6K
|
7.18K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
680+ 3.66% |
$56.7K - $66.1K
|
19.2K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
676+ 1.37% |
$56.3K - $65.8K
|
50.1K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
662+ 5.06% |
$55.2K - $64.4K
|
13.7K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
654+ 3.4% |
$54.5K - $63.6K
|
19.9K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
648+ 1.16% |
$54K - $63K
|
56.3K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
619+ 10.64% |
$51.6K - $60.2K
|
6.44K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
614+ 7.72% |
$51.2K - $59.7K
|
8.57K
$759K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
613+ 5.0% |
$51.1K - $59.6K
|
12.9K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
610+ 2.31% |
$50.8K - $59.3K
|
27K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
592+ 2.59% |
$49.3K - $57.6K
|
23.5K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
581+ 11.39% |
$48.4K - $56.5K
|
5.68K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
575+ 16.13% |
$47.9K - $55.9K
|
4.14K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
565+ 3.59% |
$47.1K - $55K
|
16.3K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
558+ 5.93% |
$46.5K - $54.3K
|
9.97K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
550+ 2.78% |
$45.8K - $53.5K
|
20.3K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
549+ 31.61% |
$45.7K - $53.4K
|
2.29K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
545+ 10.83% |
$45.4K - $53K
|
5.58K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
540+ 6.64% |
$45K - $52.5K
|
8.67K
$768K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
539+ 1.36% |
$44.9K - $52.4K
|
40.3K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
527+ 0.66% |
$43.9K - $51.3K
|
80.3K
$7.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
516+ 2.85% |
$43K - $50.2K
|
18.6K
$1.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
515+ 15.18% |
$42.9K - $50.1K
|
3.91K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
510+ 9.62% |
$42.5K - $49.6K
|
5.81K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 25.0% |
$41.7K - $48.6K
|
2.5K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500+ 5.33% |
$41.7K - $48.6K
|
9.88K
$875K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
497+ 19.98% |
$41.4K - $48.3K
|
2.98K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
489+ 20.65% |
$40.7K - $47.6K
|
2.86K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
473+ 4.74% |
$39.4K - $46K
|
10.5K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 15.82% |
$39.2K - $45.7K
|
3.44K
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.35% |
$38.9K - $45.4K
|
20.3K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
452+ 3.42% |
$37.7K - $44K
|
13.7K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
447New |
$37.2K - $43.5K
|
447
$39.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
443+ 41.21% |
$36.9K - $43.1K
|
1.52K
$134K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
440+ 0.92% |
$36.7K - $42.8K
|
48.4K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
435+ 0.56% |
$36.2K - $42.3K
|
78.6K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
430New |
$35.8K - $41.8K
|
430
$38.1K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
422+ 4.86% |
$35.2K - $41K
|
9.1K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
421+ 4.25% |
$35.1K - $41K
|
10.3K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
415+ 813.73% |
$34.6K - $40.4K
|
466
$41.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
405+ 2.33% |
$33.7K - $39.4K
|
17.8K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
400New |
$33.3K - $38.9K
|
400
$35.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
399+ 8.09% |
$33.2K - $38.8K
|
5.33K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
392+ 13.56% |
$32.7K - $38.1K
|
3.28K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
382+ 8.8% |
$31.8K - $37.2K
|
4.72K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
368New |
$30.7K - $35.8K
|
368
$32.6K
|