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 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.02K+ 19.36% |
$85.2K - $99.4K
|
6.3K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.02K+ 27.65% |
$85.1K - $99.3K
|
4.71K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.01K+ 4.83% |
$84.4K - $98.5K
|
22K
$1.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1KNew |
$83.3K - $97.3K
|
1K
$87.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1K+ 7.14% |
$83.3K - $97.3K
|
15K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
992+ 5.65% |
$82.7K - $96.5K
|
18.6K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
987+ 34.08% |
$82.2K - $96K
|
3.88K
$339K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
986+ 6.18% |
$82.2K - $95.9K
|
16.9K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
980+ 3.14% |
$81.7K - $95.3K
|
32.2K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
972+ 1.13% |
$81K - $94.5K
|
87.3K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
966+ 8.05% |
$80.5K - $94K
|
13K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
956+ 21.02% |
$79.7K - $93K
|
5.5K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
953New |
$79.4K - $92.7K
|
953
$83.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
947+ 6.75% |
$78.9K - $92.1K
|
15K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
927+ 35.53% |
$77.2K - $90.2K
|
3.54K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
921+ 1.73% |
$76.7K - $89.6K
|
54K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
920+ 2.42% |
$76.7K - $89.5K
|
39K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
917+ 9.63% |
$76.4K - $89.2K
|
10.4K
$913K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
916+ 18.92% |
$76.3K - $89.1K
|
5.76K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
905+ 5.44% |
$75.4K - $88K
|
17.5K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
894+ 4.25% |
$74.5K - $87K
|
21.9K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
893+ 8.76% |
$74.4K - $86.9K
|
11.1K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
888+ 89.61% |
$74K - $86.4K
|
1.88K
$164K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
881+ 12.53% |
$73.4K - $85.7K
|
7.91K
$692K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
873+ 5.94% |
$72.7K - $84.9K
|
15.6K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
871+ 15.94% |
$72.6K - $84.7K
|
6.34K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
856+ 16.78% |
$71.3K - $83.3K
|
5.96K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
854+ 7.71% |
$71.2K - $83.1K
|
11.9K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
852+ 26.25% |
$71K - $82.9K
|
4.1K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
851+ 2.53% |
$70.9K - $82.8K
|
34.5K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
843+ 10.64% |
$70.2K - $82K
|
8.76K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
841+ 14.45% |
$70.1K - $81.8K
|
6.66K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
839+ 6.33% |
$69.9K - $81.6K
|
14.1K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
835+ 3.35% |
$69.6K - $81.2K
|
25.8K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
834+ 29.58% |
$69.5K - $81.1K
|
3.65K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
828+ 4.07% |
$69K - $80.5K
|
21.2K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
816+ 2.09% |
$68K - $79.4K
|
39.8K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
815+ 5.25% |
$67.9K - $79.3K
|
16.4K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
815+ 9.56% |
$67.9K - $79.3K
|
9.34K
$817K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
810+ 150.0% |
$67.5K - $78.8K
|
1.35K
$118K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
809+ 6.12% |
$67.4K - $78.7K
|
14K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
806+ 1.69% |
$67.2K - $78.4K
|
48.5K
$4.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
803+ 5.08% |
$66.9K - $78.1K
|
16.6K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
800+ 1.28% |
$66.7K - $77.8K
|
63.4K
$5.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
791+ 4.48% |
$65.9K - $76.9K
|
18.5K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
784+ 12.96% |
$65.3K - $76.3K
|
6.83K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
772+ 4.55% |
$64.3K - $75.1K
|
17.7K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
746+ 0.78% |
$62.2K - $72.6K
|
96.8K
$8.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
745New |
$62.1K - $72.5K
|
745
$65.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
732+ 95.44% |
$61K - $71.2K
|
1.5K
$131K
|