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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
60+ 0.91% |
$5K - $5.84K
|
6.65K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
56+ 0.55% |
$4.67K - $5.45K
|
10.2K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
55+ 1.07% |
$4.58K - $5.35K
|
5.21K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
51+ 0.66% |
$4.25K - $4.96K
|
7.81K
$695K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
51+ 2.11% |
$4.25K - $4.96K
|
2.47K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
50+ 0.8% |
$4.17K - $4.86K
|
6.27K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
50+ 0.17% |
$4.17K - $4.86K
|
29.9K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
50+ 0.62% |
$4.17K - $4.86K
|
8.12K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
48+ 0.49% |
$4K - $4.67K
|
9.86K
$878K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
48+ 1.75% |
$4K - $4.67K
|
2.8K
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
46+ 0.18% |
$3.83K - $4.47K
|
25.4K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
44+ 54.32% |
$3.67K - $4.28K
|
125
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
44+ 2.06% |
$3.67K - $4.28K
|
2.18K
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
43New |
$3.58K - $4.18K
|
43
$3.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
43+ 0.66% |
$3.58K - $4.18K
|
6.57K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
43+ 0.08% |
$3.58K - $4.18K
|
52.7K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
42+ 0.82% |
$3.5K - $4.09K
|
5.16K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.95% |
$3.42K - $3.99K
|
4.35K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
40+ 0.78% |
$3.33K - $3.89K
|
5.19K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 6.81% |
$3.33K - $3.89K
|
627
$55.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 2.86% |
$3.25K - $3.79K
|
1.4K
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
39+ 1.34% |
$3.25K - $3.79K
|
2.95K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
39+ 0.24% |
$3.25K - $3.79K
|
16.3K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
$3K - $3.5K
|
36
$3.21K
|
|
|
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
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
31+ 0.27% |
$2.58K - $3.02K
|
11.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
31+ 4.08% |
$2.58K - $3.02K
|
791
$70.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 6.22% |
$2.5K - $2.92K
|
512
$45.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.61% |
$2.33K - $2.72K
|
4.62K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 3.84% |
$2.33K - $2.72K
|
757
$67.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
26+ 0.62% |
$2.17K - $2.53K
|
4.21K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 50.98% |
$2.17K - $2.53K
|
77
$6.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 2.79% |
$2.08K - $2.43K
|
920
$81.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25+ 0.74% |
$2.08K - $2.43K
|
3.42K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$2.08K - $2.43K
|
9.15K
$814K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25+ 0.14% |
$2.08K - $2.43K
|
18.3K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
25+ 0.3% |
$2.08K - $2.43K
|
8.28K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 11.01% |
$2K - $2.33K
|
242
$21.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$2K - $2.33K
|
30.2K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.76% |
$2K - $2.33K
|
3.17K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.83% |
$1.83K - $2.14K
|
2.66K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 0.16% |
$1.67K - $1.95K
|
12.9K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.58K - $1.85K
|
8.6K
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19+ 0.07% |
$1.58K - $1.85K
|
26K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19+ 0.7% |
$1.58K - $1.85K
|
2.73K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.35K
$298K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.33K
$297K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
17+ 0.1% |
$1.42K - $1.65K
|
17.3K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.62% |
$1.42K - $1.65K
|
2.78K
$247K
|