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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.36MNew |
$280M - $326M
|
3.36M
$297M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
791K+ 11452.15% |
$65.9M - $77M
|
798K
$70.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
667KNew |
$55.6M - $64.9M
|
667K
$59.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
533K+ 245.39% |
$44.4M - $51.9M
|
751K
$66.5M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
439K+ 174.07% |
$36.6M - $42.7M
|
691K
$61.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
404KNew |
$33.7M - $39.3M
|
404K
$35.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
337KNew |
$28.1M - $32.8M
|
337K
$29.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
130KNew |
$10.8M - $12.7M
|
130K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
81.1KNew |
$6.76M - $7.89M
|
81.1K
$7.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
62K+ 20.33% |
$5.16M - $6.03M
|
367K
$32.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
61.7K+ 126.99% |
$5.14M - $6M
|
110K
$9.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
50.8KNew |
$4.23M - $4.94M
|
50.8K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
50.8K+ 115.35% |
$4.23M - $4.94M
|
94.8K
$8.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50K+ 139.28% |
$4.17M - $4.87M
|
85.9K
$7.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49.6K+ 71.99% |
$4.13M - $4.82M
|
118K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
49.1K+ 389.33% |
$4.09M - $4.77M
|
61.7K
$5.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
48.1KNew |
$4.01M - $4.68M
|
48.1K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
46.2KNew |
$3.85M - $4.49M
|
46.2K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
43.7K+ 71.24% |
$3.64M - $4.25M
|
105K
$9.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
40.6KNew |
$3.38M - $3.95M
|
40.6K
$3.59M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.5K+ 3.49% |
$3.29M - $3.84M
|
1.17M
$104M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
36.7KNew |
$3.06M - $3.57M
|
36.7K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
35.9KNew |
$2.99M - $3.49M
|
35.9K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.1K+ 546.59% |
$2.76M - $3.22M
|
39.2K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.8K+ 5.46% |
$2.57M - $3M
|
595K
$52.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
30.7K+ 42.83% |
$2.56M - $2.99M
|
102K
$9.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.52M - $2.94M
|
30.2K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 103.93% |
$2.42M - $2.83M
|
57K
$5.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.3K+ 12.57% |
$2.28M - $2.66M
|
245K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
25.3KNew |
$2.11M - $2.47M
|
25.3K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
24.7KNew |
$2.05M - $2.4M
|
24.7K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
24.5K+ 22.99% |
$2.04M - $2.38M
|
131K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
23.9KNew |
$1.99M - $2.32M
|
23.9K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23.6K+ 82.77% |
$1.97M - $2.3M
|
52.1K
$4.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
22.8KNew |
$1.9M - $2.21M
|
22.8K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.86M - $2.18M
|
22.4K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.2KNew |
$1.85M - $2.16M
|
22.2K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 27.16% |
$1.74M - $2.03M
|
97.9K
$8.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$1.71M - $1.99M
|
20.5K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20.3KNew |
$1.69M - $1.97M
|
20.3K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18.5K+ 291.56% |
$1.54M - $1.8M
|
24.9K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
18.5KNew |
$1.54M - $1.8M
|
18.5K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
18K+ 140.25% |
$1.5M - $1.75M
|
30.8K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 189.21% |
$1.41M - $1.65M
|
25.9K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16.8K+ 157.42% |
$1.4M - $1.63M
|
27.5K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 2.12% |
$1.36M - $1.59M
|
788K
$69.8M
|