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
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.26KNew |
$355K - $414K
|
4.26K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.17KNew |
$348K - $406K
|
4.17K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.16KNew |
$346K - $404K
|
4.16K
$386K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.15K+ 15.47% |
$346K - $404K
|
31K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
4.14K+ 91.46% |
$345K - $403K
|
8.68K
$805K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.07K+ 11.01% |
$339K - $395K
|
41K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$371K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4KNew |
$333K - $389K
|
4K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.95KNew |
$329K - $384K
|
3.95K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.9K+ 134.73% |
$325K - $380K
|
6.8K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.9KNew |
$325K - $379K
|
3.9K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
3.9K+ 12.34% |
$325K - $379K
|
35.5K
$3.29M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3.89KNew |
$324K - $378K
|
3.89K
$361K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.87KNew |
$323K - $377K
|
3.87K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.86K+ 20.2% |
$321K - $375K
|
22.9K
$2.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.82K+ 6.1% |
$318K - $372K
|
66.5K
$6.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
3.8KNew |
$317K - $370K
|
3.8K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.8K+ 3.01% |
$316K - $369K
|
130K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$316K - $369K
|
3.79K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.77K+ 158.55% |
$314K - $367K
|
6.15K
$571K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
3.73KNew |
$311K - $363K
|
3.73K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.72K+ 2.07% |
$310K - $362K
|
183K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.69K+ 5.92% |
$308K - $359K
|
66.1K
$6.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.69K+ 7.75% |
$308K - $359K
|
51.4K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.67KNew |
$306K - $357K
|
3.67K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.64KNew |
$303K - $354K
|
3.64K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.64KNew |
$303K - $354K
|
3.64K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.61K+ 31.24% |
$301K - $352K
|
15.2K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.6K+ 13.2% |
$300K - $350K
|
30.9K
$2.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3.54KNew |
$295K - $344K
|
3.54K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.53K+ 2.37% |
$294K - $343K
|
152K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.52K+ 26.96% |
$293K - $342K
|
16.6K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.5KNew |
$292K - $341K
|
3.5K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.5K+ 64.68% |
$292K - $341K
|
8.91K
$827K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.48K+ 308.7% |
$290K - $338K
|
4.61K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.45K+ 8.16% |
$287K - $335K
|
45.7K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.33KNew |
$278K - $324K
|
3.33K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.32KNew |
$277K - $323K
|
3.32K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.32K+ 23.27% |
$277K - $323K
|
17.6K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.3K+ 59.26% |
$275K - $321K
|
8.87K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.29KNew |
$274K - $320K
|
3.29K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.48% |
$273K - $319K
|
76.5K
$7.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.27K+ 2.65% |
$272K - $318K
|
127K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$270K - $316K
|
3.25K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.23K+ 7.61% |
$269K - $314K
|
45.6K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$297K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.2KNew |
$266K - $311K
|
3.2K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 51.46% |
$265K - $309K
|
9.36K
$869K
|