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 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.95% |
$3.42K - $3.99K
|
4.35K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
40+ 0.78% |
$3.33K - $3.89K
|
5.19K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 6.81% |
$3.33K - $3.89K
|
627
$55.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 2.86% |
$3.25K - $3.79K
|
1.4K
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
39+ 1.34% |
$3.25K - $3.79K
|
2.95K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
39+ 0.24% |
$3.25K - $3.79K
|
16.3K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
$3K - $3.5K
|
36
$3.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
35+ 2.83% |
$2.92K - $3.4K
|
1.27K
$113K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
31+ 0.64% |
$2.58K - $3.02K
|
4.85K
$430K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
31+ 0.27% |
$2.58K - $3.02K
|
11.7K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 6.22% |
$2.5K - $2.92K
|
512
$45.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.61% |
$2.33K - $2.72K
|
4.62K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
26+ 0.62% |
$2.17K - $2.53K
|
4.21K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 2.79% |
$2.08K - $2.43K
|
920
$81.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25+ 0.74% |
$2.08K - $2.43K
|
3.42K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$2.08K - $2.43K
|
9.15K
$810K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25+ 0.14% |
$2.08K - $2.43K
|
18.3K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
25+ 0.3% |
$2.08K - $2.43K
|
8.28K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 11.01% |
$2K - $2.33K
|
242
$21.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$2K - $2.33K
|
30.2K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.76% |
$2K - $2.33K
|
3.17K
$280K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.83% |
$1.83K - $2.14K
|
2.66K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 0.16% |
$1.67K - $1.95K
|
12.9K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.58K - $1.85K
|
8.6K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19+ 0.07% |
$1.58K - $1.85K
|
26K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19+ 0.7% |
$1.58K - $1.85K
|
2.73K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.35K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.33K
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
17+ 0.1% |
$1.42K - $1.65K
|
17.3K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.62% |
$1.42K - $1.65K
|
2.78K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
15+ 0.16% |
$1.25K - $1.46K
|
9.36K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
14+ 0.6% |
$1.17K - $1.36K
|
2.36K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.17K
$635K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12+ 0.24% |
$1K - $1.17K
|
4.92K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
12+ 0.45% |
$1K - $1.17K
|
2.67K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 0.28% |
$917 - $1.07K
|
3.99K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.46% |
$917 - $1.07K
|
2.39K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.31% |
$833 - $973
|
3.25K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10+ 50.0% |
$833 - $973
|
30
$2.66K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
9+ 0.29% |
$750 - $875
|
3.09K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9+ 0.11% |
$750 - $875
|
7.98K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
8+ 0.18% |
$667 - $778
|
4.52K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8+ 0.23% |
$667 - $778
|
3.56K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8+ 0.05% |
$667 - $778
|
16.3K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7+ 0.17% |
$583 - $681
|
4.21K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
7+ 0.87% |
$583 - $681
|
814
$72.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.08% |
$583 - $681
|
9.05K
$801K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 2.64% |
$500 - $584
|
233
$20.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.83% |
$500 - $584
|
728
$64.5K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
5+ 3.27% |
$417 - $486
|
158
$14K
|