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 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.8K+ 198.86% |
$897K - $1.05M
|
16.2K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.7KNew |
$895K - $1.04M
|
10.7K
$876K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 39.57% |
$895K - $1.04M
|
37.9K
$3.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10.7K+ 7.09% |
$892K - $1.04M
|
162K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$891K - $1.04M
|
10.7K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.5K+ 13.85% |
$874K - $1.02M
|
86.2K
$7.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 167.55% |
$872K - $1.02M
|
16.7K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 18.24% |
$872K - $1.02M
|
67.8K
$5.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 12.34% |
$871K - $1.02M
|
95.2K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.4K+ 8.12% |
$867K - $1.01M
|
139K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
10.3KNew |
$859K - $1M
|
10.3K
$841K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
10.1KNew |
$843K - $984K
|
10.1K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
10.1K+ 8.35% |
$840K - $981K
|
131K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.1K+ 369.26% |
$839K - $979K
|
12.8K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$835K - $975K
|
10K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10K+ 10.91% |
$835K - $975K
|
102K
$8.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.92K+ 82.93% |
$827K - $965K
|
21.9K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
9.91KNew |
$826K - $964K
|
9.91K
$808K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9.89KNew |
$824K - $962K
|
9.89K
$807K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.88K+ 84.22% |
$823K - $961K
|
21.6K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
9.47K+ 53.87% |
$789K - $921K
|
27K
$2.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.46KNew |
$788K - $920K
|
9.46K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.46K+ 13.78% |
$788K - $920K
|
78.1K
$6.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.42K+ 57.74% |
$785K - $916K
|
25.7K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.17K+ 131.55% |
$764K - $892K
|
16.1K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
9.09K+ 32.4% |
$758K - $885K
|
37.2K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 109.86% |
$757K - $884K
|
17.4K
$1.41M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
8.85K+ 9.44% |
$737K - $860K
|
103K
$8.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.82K+ 6.0% |
$735K - $858K
|
156K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.63K+ 114.85% |
$719K - $840K
|
16.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
8.51KNew |
$709K - $828K
|
8.51K
$694K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.45KNew |
$704K - $822K
|
8.45K
$689K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
8.35K+ 50.82% |
$696K - $813K
|
24.8K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.21KNew |
$684K - $799K
|
8.21K
$670K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.13KNew |
$677K - $790K
|
8.13K
$663K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.01K+ 76.21% |
$667K - $779K
|
18.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
8KNew |
$667K - $778K
|
8K
$652K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8KNew |
$666K - $778K
|
8K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 20.91% |
$651K - $760K
|
45.2K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.81K+ 7.85% |
$651K - $760K
|
107K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7.72KNew |
$643K - $751K
|
7.72K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.6K+ 7.79% |
$633K - $739K
|
105K
$8.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.52K+ 12.79% |
$626K - $731K
|
66.3K
$5.4M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
7.51KNew |
$626K - $731K
|
7.51K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
7.51K+ 20.26% |
$625K - $730K
|
44.6K
$3.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
7.51KNew |
$625K - $730K
|
7.51K
$612K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 53.03% |
$623K - $728K
|
21.6K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.39K+ 208.52% |
$616K - $719K
|
10.9K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
7.34KNew |
$612K - $714K
|
7.34K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19KNew |
$599K - $699K
|
7.19K
$586K
|