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 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.53K+ 5.79% |
$127K - $148K
|
27.8K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 5.18% |
$127K - $148K
|
30.9K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.52K+ 36.93% |
$126K - $148K
|
5.63K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.51K+ 2.59% |
$126K - $147K
|
59.9K
$5.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1.5KNew |
$125K - $146K
|
1.5K
$131K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.48K+ 0.41% |
$123K - $144K
|
363K
$31.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.45K+ 6.48% |
$121K - $141K
|
23.9K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.41K+ 23.73% |
$117K - $137K
|
7.34K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.38K+ 0.76% |
$115K - $134K
|
184K
$16.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.34K+ 7.01% |
$112K - $131K
|
20.5K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.34KNew |
$111K - $130K
|
1.34K
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.32K+ 5.75% |
$110K - $128K
|
24.2K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.31K+ 6.93% |
$109K - $127K
|
20.1K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3K+ 5.17% |
$108K - $126K
|
26.4K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 13.12% |
$107K - $125K
|
11.1K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 6.96% |
$107K - $125K
|
19.8K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$107K - $125K
|
1.28K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.27KNew |
$106K - $124K
|
1.27K
$111K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.25K+ 10.67% |
$104K - $122K
|
13K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 8.43% |
$103K - $121K
|
16K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.22K+ 49.25% |
$101K - $118K
|
3.69K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.21K+ 17.81% |
$100K - $117K
|
7.98K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.2K+ 3.47% |
$99.9K - $117K
|
35.8K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.2KNew |
$99.8K - $117K
|
1.2K
$105K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.19K+ 4.71% |
$99.5K - $116K
|
26.5K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.18K+ 8.87% |
$98.7K - $115K
|
14.5K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.18KNew |
$98.3K - $115K
|
1.18K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 5.61% |
$97.1K - $113K
|
21.9K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.17K+ 18.87% |
$97.1K - $113K
|
7.34K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.16K+ 24.42% |
$96.9K - $113K
|
5.93K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.16K+ 3.22% |
$96.7K - $113K
|
37.2K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.15K+ 4.18% |
$96.1K - $112K
|
28.7K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.15K+ 26.63% |
$96K - $112K
|
5.48K
$479K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.14K+ 5.52% |
$95.3K - $111K
|
21.9K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 11.19% |
$93.7K - $109K
|
11.2K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.12KNew |
$93.6K - $109K
|
1.12K
$98.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.11K+ 15.17% |
$92.5K - $108K
|
8.43K
$737K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.1K+ 27.26% |
$92K - $107K
|
5.15K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.1K+ 22.89% |
$91.7K - $107K
|
5.91K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.1K+ 11.63% |
$91.5K - $107K
|
10.5K
$922K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
1.1K+ 20.12% |
$91.5K - $107K
|
6.56K
$573K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
1.09K+ 6.41% |
$91K - $106K
|
18.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.09K+ 23.29% |
$90.8K - $106K
|
5.77K
$504K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.08K+ 2.91% |
$89.7K - $105K
|
38K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.08K+ 3.53% |
$89.6K - $105K
|
31.5K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 1.9% |
$88.2K - $103K
|
56.8K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.06K+ 2.02% |
$88.1K - $103K
|
53.4K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.03K+ 2.34% |
$85.7K - $100K
|
45K
$3.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.02K+ 14.97% |
$85.3K - $99.6K
|
7.87K
$688K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
1.02K+ 16.41% |
$85.2K - $99.5K
|
7.26K
$634K
|