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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
791K+ 11452.15% |
$65.9M - $77M
|
798K
$70M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
404KNew |
$33.7M - $39.3M
|
404K
$35.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
81.1KNew |
$6.76M - $7.89M
|
81.1K
$7.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
50.8KNew |
$4.23M - $4.94M
|
50.8K
$4.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50K+ 139.28% |
$4.17M - $4.87M
|
85.9K
$7.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
49.1K+ 389.33% |
$4.09M - $4.77M
|
61.7K
$5.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
46.2KNew |
$3.85M - $4.49M
|
46.2K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
43.7K+ 71.24% |
$3.64M - $4.25M
|
105K
$9.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
40.6KNew |
$3.38M - $3.95M
|
40.6K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.1K+ 546.59% |
$2.76M - $3.22M
|
39.2K
$3.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.8K+ 5.46% |
$2.57M - $3M
|
595K
$52.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.52M - $2.94M
|
30.2K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 103.93% |
$2.42M - $2.83M
|
57K
$5M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
25.3KNew |
$2.11M - $2.47M
|
25.3K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
24.5K+ 22.99% |
$2.04M - $2.38M
|
131K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.2KNew |
$1.85M - $2.16M
|
22.2K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 27.16% |
$1.74M - $2.03M
|
97.9K
$8.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$1.71M - $1.99M
|
20.5K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20.3KNew |
$1.69M - $1.97M
|
20.3K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
18K+ 140.25% |
$1.5M - $1.75M
|
30.8K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 189.21% |
$1.41M - $1.65M
|
25.9K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16.8K+ 157.42% |
$1.4M - $1.63M
|
27.5K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
16.3KNew |
$1.36M - $1.59M
|
16.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.3K+ 105.99% |
$1.36M - $1.59M
|
31.7K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.9K+ 21.44% |
$1.32M - $1.55M
|
90.1K
$7.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
15.2K+ 135.28% |
$1.27M - $1.48M
|
26.4K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.9KNew |
$1.25M - $1.45M
|
14.9K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.9KNew |
$1.24M - $1.45M
|
14.9K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 8.23% |
$1.18M - $1.38M
|
186K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
14.1K+ 41.03% |
$1.18M - $1.37M
|
48.6K
$4.26M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$1.17M - $1.36M
|
14K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
13.7KNew |
$1.14M - $1.33M
|
13.7K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 8.73% |
$1.13M - $1.31M
|
168K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.1K+ 1753.54% |
$1.09M - $1.28M
|
13.9K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
12.8K+ 22.2% |
$1.07M - $1.25M
|
70.6K
$6.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.6K+ 13.51% |
$1.05M - $1.22M
|
106K
$9.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
12.3K+ 33.67% |
$1.02M - $1.19M
|
48.6K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.9K+ 72.93% |
$992K - $1.16M
|
28.2K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 20.83% |
$990K - $1.16M
|
68.9K
$6.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.6K+ 7.17% |
$966K - $1.13M
|
173K
$15.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3K+ 109.76% |
$945K - $1.1M
|
21.7K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
11.2K+ 60.29% |
$937K - $1.09M
|
29.9K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.2K+ 72.16% |
$933K - $1.09M
|
26.7K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1K+ 12.66% |
$928K - $1.08M
|
99.1K
$8.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 39.57% |
$895K - $1.04M
|
37.9K
$3.32M
|