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 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10.7K+ 7.09% |
$892K - $1.04M
|
162K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$891K - $1.04M
|
10.7K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.5K+ 13.85% |
$874K - $1.02M
|
86.2K
$7.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 167.55% |
$872K - $1.02M
|
16.7K
$1.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 12.34% |
$871K - $1.02M
|
95.2K
$8.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.4K+ 8.12% |
$867K - $1.01M
|
139K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$835K - $975K
|
10K
$879K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.92K+ 82.93% |
$827K - $965K
|
21.9K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
9.47K+ 53.87% |
$789K - $921K
|
27K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.46K+ 13.78% |
$788K - $920K
|
78.1K
$6.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.46KNew |
$788K - $920K
|
9.46K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 109.86% |
$757K - $884K
|
17.4K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.63K+ 114.85% |
$719K - $840K
|
16.1K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.13KNew |
$677K - $790K
|
8.13K
$712K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8KNew |
$666K - $778K
|
8K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 20.91% |
$651K - $760K
|
45.2K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.6K+ 7.79% |
$633K - $739K
|
105K
$9.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.52K+ 12.79% |
$626K - $731K
|
66.3K
$5.81M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
7.51K+ 20.26% |
$625K - $730K
|
44.6K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.09K+ 31.19% |
$590K - $689K
|
29.8K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
7.05KNew |
$587K - $686K
|
7.05K
$618K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.85KNew |
$571K - $666K
|
6.85K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.78KNew |
$565K - $660K
|
6.78K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.78K+ 5.95% |
$565K - $660K
|
121K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
6.75K+ 97.4% |
$563K - $657K
|
13.7K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
6.45K+ 148.11% |
$537K - $627K
|
10.8K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.3KNew |
$525K - $613K
|
6.3K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 13.06% |
$523K - $610K
|
54.3K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.03K+ 8.59% |
$503K - $587K
|
76.3K
$6.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.93K+ 7.8% |
$494K - $577K
|
81.9K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5.78KNew |
$481K - $562K
|
5.78K
$506K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 8.88% |
$476K - $555K
|
70K
$6.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.66K+ 5.45% |
$471K - $550K
|
109K
$9.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5.5KNew |
$458K - $534K
|
5.5K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.49K+ 5.16% |
$457K - $534K
|
112K
$9.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.48K+ 5.05% |
$456K - $533K
|
114K
$9.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
5.46K+ 18.21% |
$455K - $531K
|
35.4K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
5.39K+ 59.63% |
$449K - $524K
|
14.4K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
5.36KNew |
$447K - $521K
|
5.36K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
5.33KNew |
$444K - $518K
|
5.33K
$467K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.33K+ 14.08% |
$444K - $518K
|
43.1K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.32K+ 5.04% |
$443K - $517K
|
111K
$9.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.3KNew |
$442K - $516K
|
5.3K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.24K+ 6.14% |
$437K - $510K
|
90.6K
$7.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.15K+ 5537.63% |
$429K - $501K
|
5.24K
$459K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.12K+ 5.77% |
$427K - $498K
|
93.8K
$8.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.12KNew |
$426K - $498K
|
5.12K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.11K+ 24.07% |
$426K - $497K
|
26.4K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.11K+ 5.73% |
$426K - $497K
|
94.3K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$417K - $486K
|
5K
$438K
|