Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
229+ 2.25% |
$19.1K - $22.3K
|
10.4K
$938K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
229+ 0.58% |
$19.1K - $22.3K
|
39.6K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
228+ 3.52% |
$19K - $22.2K
|
6.71K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225New |
$18.7K - $21.9K
|
225
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 0.85% |
$18.7K - $21.9K
|
26.7K
$2.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
220+ 13.28% |
$18.3K - $21.4K
|
1.88K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
215+ 8.31% |
$17.9K - $20.9K
|
2.8K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
215+ 3.62% |
$17.9K - $20.9K
|
6.16K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
212+ 68.61% |
$17.7K - $20.6K
|
521
$46.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
212+ 7.59% |
$17.7K - $20.6K
|
3.01K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
211New |
$17.6K - $20.5K
|
211
$19K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
210New |
$17.5K - $20.4K
|
210
$18.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
208+ 320.0% |
$17.3K - $20.2K
|
273
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 2.53% |
$17.2K - $20.1K
|
8.39K
$755K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
203+ 6.75% |
$16.9K - $19.7K
|
3.21K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
202+ 0.2% |
$16.8K - $19.6K
|
101K
$9.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
202+ 4.45% |
$16.8K - $19.6K
|
4.74K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$18K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 9.1% |
$16.7K - $19.5K
|
2.4K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$18K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
200+ 3.99% |
$16.7K - $19.5K
|
5.21K
$469K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
195+ 1.29% |
$16.2K - $19K
|
15.3K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
194+ 2.59% |
$16.2K - $18.9K
|
7.68K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
193+ 0.67% |
$16.1K - $18.8K
|
29.1K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
191New |
$15.9K - $18.6K
|
191
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
191+ 43.61% |
$15.9K - $18.6K
|
629
$56.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
186+ 2.49% |
$15.5K - $18.1K
|
7.65K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
180+ 0.41% |
$15K - $17.5K
|
43.7K
$3.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 3.39% |
$14.7K - $17.1K
|
5.37K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
175+ 4.32% |
$14.6K - $17K
|
4.23K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
170+ 0.52% |
$14.2K - $16.5K
|
33.1K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
167+ 1.27% |
$13.9K - $16.2K
|
13.3K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
165+ 2.59% |
$13.7K - $16K
|
6.54K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
160New |
$13.3K - $15.6K
|
160
$14.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
154+ 4.76% |
$12.8K - $15K
|
3.39K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
152+ 3.95% |
$12.7K - $14.8K
|
4K
$360K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
150+ 2.34% |
$12.5K - $14.6K
|
6.55K
$590K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
146New |
$12.2K - $14.2K
|
146
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 1.06% |
$12K - $14K
|
13.7K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
143New |
$11.9K - $13.9K
|
143
$12.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
140+ 4.79% |
$11.7K - $13.6K
|
3.06K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
139+ 1.31% |
$11.6K - $13.5K
|
10.7K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
139+ 2.65% |
$11.6K - $13.5K
|
5.38K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
137+ 1.16% |
$11.4K - $13.3K
|
11.9K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
131+ 1.08% |
$10.9K - $12.7K
|
12.2K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
131+ 2.72% |
$10.9K - $12.7K
|
4.95K
$446K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
128+ 2.91% |
$10.7K - $12.5K
|
4.53K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
125+ 5.22% |
$10.4K - $12.2K
|
2.52K
$227K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
123+ 0.27% |
$10.2K - $12K
|
45.2K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
122+ 1742.86% |
$10.2K - $11.9K
|
129
$11.6K
|