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
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.32K+ 23.27% |
$277K - $323K
|
17.6K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.3K+ 59.26% |
$275K - $321K
|
8.87K
$723K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
3.29KNew |
$274K - $320K
|
3.29K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.48% |
$273K - $319K
|
76.5K
$6.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3.27K+ 2.65% |
$272K - $318K
|
127K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$270K - $316K
|
3.25K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.23K+ 7.61% |
$269K - $314K
|
45.6K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.2KNew |
$267K - $311K
|
3.2K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.2KNew |
$266K - $311K
|
3.2K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 51.46% |
$265K - $309K
|
9.36K
$763K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.18K+ 51.46% |
$265K - $309K
|
9.36K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.17KNew |
$264K - $309K
|
3.17K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
3.17K+ 9.74% |
$264K - $308K
|
35.7K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 83.71% |
$262K - $306K
|
6.9K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
3.14KNew |
$262K - $305K
|
3.14K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.13K+ 7.12% |
$261K - $305K
|
47.1K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.07KNew |
$256K - $299K
|
3.07K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.07K+ 9.14% |
$256K - $298K
|
36.6K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.04KNew |
$254K - $296K
|
3.04K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.03K+ 83.43% |
$253K - $295K
|
6.67K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.01KNew |
$251K - $293K
|
3.01K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.01KNew |
$251K - $293K
|
3.01K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3K+ 5.7% |
$250K - $292K
|
55.7K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3KNew |
$250K - $292K
|
3K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.98K+ 40.02% |
$248K - $290K
|
10.4K
$850K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.97K+ 1697.71% |
$248K - $289K
|
3.15K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.97KNew |
$247K - $289K
|
2.97K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.97KNew |
$247K - $288K
|
2.97K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.96K+ 16.68% |
$247K - $288K
|
20.7K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.96K+ 87.43% |
$246K - $287K
|
6.34K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$245K - $287K
|
2.95K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.95K+ 6.34% |
$245K - $286K
|
49.4K
$4.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.92KNew |
$244K - $284K
|
2.92K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.89K+ 1.14% |
$240K - $281K
|
256K
$20.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.86KNew |
$238K - $278K
|
2.86K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 4.0% |
$237K - $277K
|
74K
$6.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.83KNew |
$236K - $276K
|
2.83K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.81K+ 49.51% |
$234K - $274K
|
8.5K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.81K+ 40.1% |
$234K - $274K
|
9.83K
$801K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.8KNew |
$233K - $272K
|
2.8K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.75K+ 10.54% |
$229K - $267K
|
28.8K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.73K+ 22.98% |
$228K - $266K
|
14.6K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.7K+ 118.35% |
$225K - $263K
|
4.99K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.7KNew |
$225K - $263K
|
2.7K
$220K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.7KNew |
$225K - $262K
|
2.7K
$220K
|