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 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.34KNew |
$111K - $130K
|
1.34K
$109K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.32K+ 11.31% |
$110K - $129K
|
13K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.32K+ 5.75% |
$110K - $128K
|
24.2K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.31K+ 6.93% |
$109K - $127K
|
20.1K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3K+ 5.17% |
$108K - $126K
|
26.4K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 13.12% |
$107K - $125K
|
11.1K
$906K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 6.96% |
$107K - $125K
|
19.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$107K - $125K
|
1.28K
$104K
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.28K+ 24.71% |
$106K - $124K
|
6.44K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.27KNew |
$106K - $124K
|
1.27K
$104K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.25K+ 10.67% |
$104K - $122K
|
13K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 8.43% |
$103K - $121K
|
16K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.22K+ 49.25% |
$101K - $118K
|
3.69K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.21K+ 17.81% |
$100K - $117K
|
7.98K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.2K+ 3.47% |
$99.9K - $117K
|
35.8K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.2KNew |
$99.8K - $117K
|
1.2K
$97.7K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.71% |
$99.5K - $116K
|
26.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.18K+ 8.87% |
$98.7K - $115K
|
14.5K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.18KNew |
$98.3K - $115K
|
1.18K
$96.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.17K+ 18.87% |
$97.1K - $113K
|
7.34K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 5.61% |
$97.1K - $113K
|
21.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.16K+ 24.42% |
$96.9K - $113K
|
5.93K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.16K+ 3.22% |
$96.7K - $113K
|
37.2K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.15K+ 4.18% |
$96.1K - $112K
|
28.7K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.15K+ 26.63% |
$96K - $112K
|
5.48K
$447K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.14K+ 5.52% |
$95.3K - $111K
|
21.9K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 11.19% |
$93.7K - $109K
|
11.2K
$912K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.12KNew |
$93.6K - $109K
|
1.12K
$91.6K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$93.4K - $109K
|
1.12K
$91.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.11K+ 15.17% |
$92.5K - $108K
|
8.43K
$687K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.1K+ 27.26% |
$92K - $107K
|
5.15K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 22.89% |
$91.7K - $107K
|
5.91K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.1K+ 20.12% |
$91.5K - $107K
|
6.56K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.1K+ 11.63% |
$91.5K - $107K
|
10.5K
$859K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.09K+ 6.41% |
$91K - $106K
|
18.1K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.09K+ 23.29% |
$90.8K - $106K
|
5.77K
$470K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.08K+ 2.91% |
$89.7K - $105K
|
38K
$3.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.08K+ 3.53% |
$89.6K - $105K
|
31.5K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1.9% |
$88.2K - $103K
|
56.8K
$4.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.06K+ 2.02% |
$88.1K - $103K
|
53.4K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.03K+ 2.34% |
$85.7K - $100K
|
45K
$3.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.02K+ 14.97% |
$85.3K - $99.6K
|
7.87K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.02K+ 16.41% |
$85.2K - $99.5K
|
7.26K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.02K+ 19.36% |
$85.2K - $99.4K
|
6.3K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.02K+ 27.65% |
$85.1K - $99.3K
|
4.71K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.01K+ 4.83% |
$84.4K - $98.5K
|
22K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1K+ 7.14% |
$83.3K - $97.3K
|
15K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
992+ 5.65% |
$82.7K - $96.5K
|
18.6K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
987+ 34.08% |
$82.2K - $96K
|
3.88K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
986+ 6.18% |
$82.2K - $95.9K
|
16.9K
$1.38M
|