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
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.11K+ 5.73% |
$426K - $497K
|
94.3K
$8.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$417K - $486K
|
5K
$443K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5K+ 7.39% |
$416K - $486K
|
72.6K
$6.43M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.96K+ 166.29% |
$413K - $483K
|
7.95K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
4.91K+ 2.71% |
$409K - $477K
|
186K
$16.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.82KNew |
$402K - $469K
|
4.82K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.8KNew |
$400K - $467K
|
4.8K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
4.75KNew |
$396K - $462K
|
4.75K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.73K+ 385.49% |
$394K - $460K
|
5.96K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
4.71KNew |
$392K - $458K
|
4.71K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.6KNew |
$383K - $448K
|
4.6K
$407K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.57K+ 9.7% |
$381K - $444K
|
51.6K
$4.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.56K+ 12.08% |
$380K - $444K
|
42.3K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
4.54K+ 8.85% |
$378K - $442K
|
55.8K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
4.51K+ 191.59% |
$376K - $439K
|
6.86K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.46KNew |
$371K - $433K
|
4.46K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.44K+ 16.95% |
$370K - $432K
|
30.6K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.43K+ 74.48% |
$369K - $430K
|
10.4K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.39KNew |
$365K - $427K
|
4.39K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.17KNew |
$348K - $406K
|
4.17K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.16KNew |
$346K - $404K
|
4.16K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.15K+ 15.47% |
$346K - $404K
|
31K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.07K+ 11.01% |
$339K - $395K
|
41K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 12.34% |
$325K - $379K
|
35.5K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.87KNew |
$323K - $377K
|
3.87K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 20.2% |
$321K - $375K
|
22.9K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.82K+ 6.1% |
$318K - $372K
|
66.5K
$5.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.8K+ 3.01% |
$316K - $369K
|
130K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$316K - $369K
|
3.79K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.69K+ 7.75% |
$308K - $359K
|
51.4K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.67KNew |
$306K - $357K
|
3.67K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.64KNew |
$303K - $354K
|
3.64K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.6K+ 13.2% |
$300K - $350K
|
30.9K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.52K+ 26.96% |
$293K - $342K
|
16.6K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.48K+ 308.7% |
$290K - $338K
|
4.61K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.45K+ 8.16% |
$287K - $335K
|
45.7K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.33KNew |
$278K - $324K
|
3.33K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.32KNew |
$277K - $323K
|
3.32K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.3K+ 59.26% |
$275K - $321K
|
8.87K
$786K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.29KNew |
$274K - $320K
|
3.29K
$291K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.48% |
$273K - $319K
|
76.5K
$6.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.27K+ 2.65% |
$272K - $318K
|
127K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$270K - $316K
|
3.25K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$283K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 51.46% |
$265K - $309K
|
9.36K
$829K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.17KNew |
$264K - $309K
|
3.17K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
3.17K+ 9.74% |
$264K - $308K
|
35.7K
$3.16M
|