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 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3K+ 5.17% |
$108K - $126K
|
26.4K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 13.12% |
$107K - $125K
|
11.1K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.25K+ 10.67% |
$104K - $122K
|
13K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 8.43% |
$103K - $121K
|
16K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.2K+ 3.47% |
$99.9K - $117K
|
35.8K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.17K+ 18.87% |
$97.1K - $113K
|
7.34K
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.15K+ 26.63% |
$96K - $112K
|
5.48K
$491K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.14K+ 5.52% |
$95.3K - $111K
|
21.9K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 11.19% |
$93.7K - $109K
|
11.2K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.11K+ 15.17% |
$92.5K - $108K
|
8.43K
$756K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.1K+ 27.26% |
$92K - $107K
|
5.15K
$462K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.1K+ 11.63% |
$91.5K - $107K
|
10.5K
$946K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.1K+ 20.12% |
$91.5K - $107K
|
6.56K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.09K+ 6.41% |
$91K - $106K
|
18.1K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.09K+ 23.29% |
$90.8K - $106K
|
5.77K
$518K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.08K+ 2.91% |
$89.7K - $105K
|
38K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.08K+ 3.53% |
$89.6K - $105K
|
31.5K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.06K+ 2.02% |
$88.1K - $103K
|
53.4K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.02K+ 14.97% |
$85.3K - $99.6K
|
7.87K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.02K+ 16.41% |
$85.2K - $99.5K
|
7.26K
$651K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$83.3K - $97.3K
|
1K
$89.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1K+ 7.14% |
$83.3K - $97.3K
|
15K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
972+ 1.13% |
$81K - $94.5K
|
87.3K
$7.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
966+ 8.05% |
$80.5K - $94K
|
13K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
956+ 21.02% |
$79.7K - $93K
|
5.5K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
953New |
$79.4K - $92.7K
|
953
$85.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
927+ 35.53% |
$77.2K - $90.2K
|
3.54K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
921+ 1.73% |
$76.7K - $89.6K
|
54K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
917+ 9.63% |
$76.4K - $89.2K
|
10.4K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
916+ 18.92% |
$76.3K - $89.1K
|
5.76K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
871+ 15.94% |
$72.6K - $84.7K
|
6.34K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
854+ 7.71% |
$71.2K - $83.1K
|
11.9K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
843+ 10.64% |
$70.2K - $82K
|
8.76K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
841+ 14.45% |
$70.1K - $81.8K
|
6.66K
$598K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
839+ 6.33% |
$69.9K - $81.6K
|
14.1K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
835+ 3.35% |
$69.6K - $81.2K
|
25.8K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
834+ 29.58% |
$69.5K - $81.1K
|
3.65K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
828+ 4.07% |
$69K - $80.5K
|
21.2K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
815+ 5.25% |
$67.9K - $79.3K
|
16.4K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
815+ 9.56% |
$67.9K - $79.3K
|
9.34K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
810+ 150.0% |
$67.5K - $78.8K
|
1.35K
$121K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
809+ 6.12% |
$67.4K - $78.7K
|
14K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
806+ 1.69% |
$67.2K - $78.4K
|
48.5K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
791+ 4.48% |
$65.9K - $76.9K
|
18.5K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
772+ 4.55% |
$64.3K - $75.1K
|
17.7K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
746+ 0.78% |
$62.2K - $72.6K
|
96.8K
$8.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
732+ 95.44% |
$61K - $71.2K
|
1.5K
$134K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
727+ 4.23% |
$60.6K - $70.7K
|
17.9K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
714+ 10.76% |
$59.5K - $69.5K
|
7.35K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
705+ 4.56% |
$58.7K - $68.6K
|
16.2K
$1.45M
|