Latest Institutional Purchases of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.31K+ 15.5% |
$193K - $225K
|
17.2K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.29K+ 6.06% |
$191K - $223K
|
40.1K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.28K+ 24.37% |
$190K - $222K
|
11.7K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.25K+ 1.09% |
$188K - $219K
|
209K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.24K+ 5.9% |
$187K - $218K
|
40.2K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.22K+ 72.01% |
$185K - $216K
|
5.3K
$463K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2.21KNew |
$184K - $215K
|
2.21K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.18K+ 10.45% |
$182K - $212K
|
23K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 12.58% |
$180K - $211K
|
19.4K
$1.69M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.15KNew |
$179K - $209K
|
2.15K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.13KNew |
$178K - $207K
|
2.13K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.12K+ 7.95% |
$177K - $206K
|
28.8K
$2.52M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.11K+ 75.63% |
$176K - $205K
|
4.89K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.07K+ 48.94% |
$172K - $201K
|
6.3K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.07K+ 9.53% |
$172K - $201K
|
23.8K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.07K+ 1.15% |
$172K - $201K
|
181K
$15.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.05K+ 65.59% |
$171K - $200K
|
5.18K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.05K+ 24.79% |
$171K - $199K
|
10.3K
$902K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.02K+ 3.26% |
$169K - $197K
|
64.1K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.02K+ 38.46% |
$168K - $197K
|
7.28K
$636K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2.02K+ 26.13% |
$168K - $196K
|
9.73K
$850K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
2.01K+ 6.12% |
$167K - $196K
|
34.8K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.98K+ 30.89% |
$165K - $193K
|
8.39K
$734K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.98K+ 43.31% |
$165K - $192K
|
6.55K
$572K
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.95K+ 2.71% |
$162K - $190K
|
73.8K
$6.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 6.06% |
$161K - $188K
|
33.8K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.91KNew |
$159K - $185K
|
1.91K
$167K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.89K+ 16.25% |
$157K - $184K
|
13.5K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.88KNew |
$157K - $183K
|
1.88K
$165K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.88K+ 47.25% |
$156K - $182K
|
5.85K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.87K+ 48.01% |
$156K - $182K
|
5.77K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.87K+ 7.9% |
$155K - $181K
|
25.5K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.8K+ 0.56% |
$150K - $175K
|
326K
$28.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.78K+ 10.41% |
$148K - $173K
|
18.9K
$1.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
1.76K+ 5.38% |
$146K - $171K
|
34.4K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.88% |
$146K - $171K
|
27.3K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1.74K+ 40.85% |
$145K - $169K
|
6K
$525K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.72KNew |
$144K - $168K
|
1.72K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.72K+ 63.26% |
$143K - $167K
|
4.43K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.71K+ 2.27% |
$143K - $167K
|
77.3K
$6.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.68K+ 1.91% |
$140K - $163K
|
89.7K
$7.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.65K+ 8.27% |
$137K - $160K
|
21.6K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.63K+ 3.0% |
$136K - $159K
|
56.1K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.62K+ 33.53% |
$135K - $157K
|
6.44K
$563K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.61K+ 0.81% |
$134K - $157K
|
200K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1.6KNew |
$133K - $156K
|
1.6K
$140K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.6K+ 14.03% |
$133K - $156K
|
13K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.59K+ 29.99% |
$132K - $154K
|
6.88K
$601K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.57K+ 34.34% |
$131K - $153K
|
6.13K
$536K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.56K+ 3.28% |
$130K - $152K
|
49.2K
$4.3M
|