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 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 83.71% |
$262K - $306K
|
6.9K
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
3.14KNew |
$262K - $305K
|
3.14K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.13K+ 7.12% |
$261K - $305K
|
47.1K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.07K+ 9.14% |
$256K - $298K
|
36.6K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.04KNew |
$254K - $296K
|
3.04K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.01KNew |
$251K - $293K
|
3.01K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3K+ 5.7% |
$250K - $292K
|
55.7K
$4.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.98K+ 40.02% |
$248K - $290K
|
10.4K
$923K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.97KNew |
$247K - $289K
|
2.97K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.97KNew |
$247K - $288K
|
2.97K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.96K+ 87.43% |
$246K - $287K
|
6.34K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$245K - $287K
|
2.95K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.92KNew |
$244K - $284K
|
2.92K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.89K+ 1.14% |
$240K - $281K
|
256K
$22.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.86KNew |
$238K - $278K
|
2.86K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 4.0% |
$237K - $277K
|
74K
$6.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.83KNew |
$236K - $276K
|
2.83K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.81K+ 49.51% |
$234K - $274K
|
8.5K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.7K+ 118.35% |
$225K - $263K
|
4.99K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.7KNew |
$225K - $263K
|
2.7K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
2.68KNew |
$224K - $261K
|
2.68K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.66K+ 1.39% |
$221K - $258K
|
194K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.66KNew |
$221K - $258K
|
2.66K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$221K - $258K
|
2.65K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.65KNew |
$221K - $258K
|
2.65K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.65K+ 3.61% |
$221K - $258K
|
76.1K
$6.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
2.63K+ 14.19% |
$219K - $256K
|
21.2K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$217K - $253K
|
2.6K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.59KNew |
$216K - $252K
|
2.59K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.56K+ 3.98% |
$213K - $249K
|
66.8K
$5.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.55KNew |
$212K - $248K
|
2.55K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.53KNew |
$211K - $246K
|
2.53K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.53K+ 2.76% |
$211K - $246K
|
94.3K
$8.35M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$208K - $243K
|
2.5K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.5K+ 21.5% |
$208K - $243K
|
14.1K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.48KNew |
$206K - $241K
|
2.48K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.47KNew |
$205K - $240K
|
2.47K
$218K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.44K+ 1218.0% |
$203K - $237K
|
2.64K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.42KNew |
$201K - $235K
|
2.42K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.41KNew |
$200K - $234K
|
2.41K
$213K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.4KNew |
$200K - $233K
|
2.4K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.38KNew |
$198K - $232K
|
2.38K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.37KNew |
$198K - $231K
|
2.37K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.35K+ 73.65% |
$196K - $229K
|
5.55K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.31K+ 15.5% |
$193K - $225K
|
17.2K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29K+ 6.06% |
$191K - $223K
|
40.1K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.28K+ 24.37% |
$190K - $222K
|
11.7K
$1.03M
|