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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
49.1K+ 389.33% |
$4.09M - $4.77M
|
61.7K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
46.2KNew |
$3.85M - $4.49M
|
46.2K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
33.1K+ 546.59% |
$2.76M - $3.22M
|
39.2K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.52M - $2.94M
|
30.2K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 103.93% |
$2.42M - $2.83M
|
57K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.2KNew |
$1.85M - $2.16M
|
22.2K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 27.16% |
$1.74M - $2.03M
|
97.9K
$8.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20.3KNew |
$1.69M - $1.97M
|
20.3K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16.8K+ 157.42% |
$1.4M - $1.63M
|
27.5K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
16.3KNew |
$1.36M - $1.59M
|
16.3K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.3K+ 105.99% |
$1.36M - $1.59M
|
31.7K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.9K+ 21.44% |
$1.32M - $1.55M
|
90.1K
$8.22M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.9KNew |
$1.25M - $1.45M
|
14.9K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
14.1K+ 41.03% |
$1.18M - $1.37M
|
48.6K
$4.43M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$1.17M - $1.36M
|
14K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 8.73% |
$1.13M - $1.31M
|
168K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.1K+ 1753.54% |
$1.09M - $1.28M
|
13.9K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
12.8K+ 22.2% |
$1.07M - $1.25M
|
70.6K
$6.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.6K+ 13.51% |
$1.05M - $1.22M
|
106K
$9.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
12.3K+ 33.67% |
$1.02M - $1.19M
|
48.6K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.9K+ 72.93% |
$992K - $1.16M
|
28.2K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.6K+ 7.17% |
$966K - $1.13M
|
173K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3K+ 109.76% |
$945K - $1.1M
|
21.7K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 39.57% |
$895K - $1.04M
|
37.9K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10.7K+ 7.09% |
$892K - $1.04M
|
162K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 167.55% |
$872K - $1.02M
|
16.7K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 12.34% |
$871K - $1.02M
|
95.2K
$8.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.92K+ 82.93% |
$827K - $965K
|
21.9K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
9.47K+ 53.87% |
$789K - $921K
|
27K
$2.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.46KNew |
$788K - $920K
|
9.46K
$864K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.46K+ 13.78% |
$788K - $920K
|
78.1K
$7.13M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 109.86% |
$757K - $884K
|
17.4K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.63K+ 114.85% |
$719K - $840K
|
16.1K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.13KNew |
$677K - $790K
|
8.13K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 20.91% |
$651K - $760K
|
45.2K
$4.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.52K+ 12.79% |
$626K - $731K
|
66.3K
$6.05M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.09K+ 31.19% |
$590K - $689K
|
29.8K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.85KNew |
$571K - $666K
|
6.85K
$625K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.78K+ 5.95% |
$565K - $660K
|
121K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
6.75K+ 97.4% |
$563K - $657K
|
13.7K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
6.45K+ 148.11% |
$537K - $627K
|
10.8K
$987K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
6.27K+ 13.06% |
$523K - $610K
|
54.3K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.03K+ 8.59% |
$503K - $587K
|
76.3K
$6.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 8.88% |
$476K - $555K
|
70K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.66K+ 5.45% |
$471K - $550K
|
109K
$10M
|