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 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.13KNew |
$178K - $207K
|
2.13K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.12K+ 7.95% |
$177K - $206K
|
28.8K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.11K+ 75.63% |
$176K - $205K
|
4.89K
$399K
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.09K+ 7.48% |
$174K - $204K
|
30.1K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.07K+ 48.94% |
$172K - $201K
|
6.3K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.07K+ 9.53% |
$172K - $201K
|
23.8K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.07K+ 1.15% |
$172K - $201K
|
181K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.05K+ 65.59% |
$171K - $200K
|
5.18K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.05K+ 24.79% |
$171K - $199K
|
10.3K
$841K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.02K+ 3.26% |
$169K - $197K
|
64.1K
$5.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.02K+ 38.46% |
$168K - $197K
|
7.28K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2.02K+ 26.13% |
$168K - $196K
|
9.73K
$793K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.01K+ 6.12% |
$167K - $196K
|
34.8K
$2.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.98K+ 30.89% |
$165K - $193K
|
8.39K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.98K+ 43.31% |
$165K - $192K
|
6.55K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.95K+ 2.71% |
$162K - $190K
|
73.8K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 6.06% |
$161K - $188K
|
33.8K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.91KNew |
$159K - $185K
|
1.91K
$155K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89K+ 16.25% |
$157K - $184K
|
13.5K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.88KNew |
$157K - $183K
|
1.88K
$153K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.88K+ 47.25% |
$156K - $182K
|
5.85K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.87K+ 48.01% |
$156K - $182K
|
5.77K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 7.9% |
$155K - $181K
|
25.5K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.8K+ 0.56% |
$150K - $175K
|
326K
$26.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.78K+ 10.41% |
$148K - $173K
|
18.9K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
1.76K+ 5.38% |
$146K - $171K
|
34.4K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.88% |
$146K - $171K
|
27.3K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1.74K+ 40.85% |
$145K - $169K
|
6K
$489K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.72KNew |
$144K - $168K
|
1.72K
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.72K+ 63.26% |
$143K - $167K
|
4.43K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.71K+ 2.27% |
$143K - $167K
|
77.3K
$6.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.68K+ 1.91% |
$140K - $163K
|
89.7K
$7.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.65K+ 8.27% |
$137K - $160K
|
21.6K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.63K+ 3.0% |
$136K - $159K
|
56.1K
$4.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.62K+ 33.53% |
$135K - $157K
|
6.44K
$525K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.61K+ 0.81% |
$134K - $157K
|
200K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.6K+ 14.03% |
$133K - $156K
|
13K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.59K+ 29.99% |
$132K - $154K
|
6.88K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.57K+ 34.34% |
$131K - $153K
|
6.13K
$500K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.56K+ 3.28% |
$130K - $152K
|
49.2K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.53K+ 5.79% |
$127K - $148K
|
27.8K
$2.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 5.18% |
$127K - $148K
|
30.9K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.52K+ 36.93% |
$126K - $148K
|
5.63K
$459K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.51K+ 2.59% |
$126K - $147K
|
59.9K
$4.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.48K+ 0.41% |
$123K - $144K
|
363K
$29.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.45K+ 6.48% |
$121K - $141K
|
23.9K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.41K+ 23.73% |
$117K - $137K
|
7.34K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.39K+ 17.54% |
$115K - $135K
|
9.28K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.38K+ 0.76% |
$115K - $134K
|
184K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.34K+ 7.01% |
$112K - $131K
|
20.5K
$1.67M
|