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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
497+ 19.98% |
$41.4K - $48.3K
|
2.98K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
489+ 20.65% |
$40.7K - $47.6K
|
2.86K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
480+ 10.87% |
$40K - $46.7K
|
4.9K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
476+ 18.71% |
$39.7K - $46.3K
|
3.02K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
473+ 4.74% |
$39.4K - $46K
|
10.5K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 15.82% |
$39.2K - $45.7K
|
3.44K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.35% |
$38.9K - $45.4K
|
20.3K
$1.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 4.89% |
$38.7K - $45.2K
|
9.97K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
464New |
$38.7K - $45.1K
|
464
$40.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
452+ 3.42% |
$37.7K - $44K
|
13.7K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
448+ 2.64% |
$37.3K - $43.6K
|
17.4K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
447New |
$37.2K - $43.5K
|
447
$39.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
446+ 8.41% |
$37.2K - $43.4K
|
5.75K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
443+ 41.21% |
$36.9K - $43.1K
|
1.52K
$133K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
442+ 1.08% |
$36.8K - $43K
|
41.4K
$3.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
440+ 0.92% |
$36.7K - $42.8K
|
48.4K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
436+ 19.83% |
$36.3K - $42.4K
|
2.64K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
435+ 0.56% |
$36.2K - $42.3K
|
78.6K
$6.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
430New |
$35.8K - $41.8K
|
430
$37.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
429+ 0.82% |
$35.7K - $41.7K
|
52.5K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
422+ 4.86% |
$35.2K - $41K
|
9.1K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
415+ 813.73% |
$34.6K - $40.4K
|
466
$40.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
413+ 0.74% |
$34.4K - $40.2K
|
56.6K
$4.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
405+ 2.33% |
$33.7K - $39.4K
|
17.8K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
400New |
$33.3K - $38.9K
|
400
$35K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
399+ 8.09% |
$33.2K - $38.8K
|
5.33K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
396+ 1.88% |
$33K - $38.5K
|
21.4K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
392+ 13.56% |
$32.7K - $38.1K
|
3.28K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
390+ 3.52% |
$32.5K - $37.9K
|
11.5K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
383New |
$31.9K - $37.3K
|
383
$33.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
382New |
$31.8K - $37.2K
|
382
$33.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
382+ 8.8% |
$31.8K - $37.2K
|
4.72K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
368New |
$30.7K - $35.8K
|
368
$32.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
366+ 2.48% |
$30.5K - $35.6K
|
15.1K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
361+ 12.41% |
$30.1K - $35.1K
|
3.27K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
360+ 3.26% |
$30K - $35K
|
11.4K
$997K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
345+ 2.51% |
$28.7K - $33.6K
|
14.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
343+ 12.85% |
$28.6K - $33.4K
|
3.01K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
338+ 12.02% |
$28.2K - $32.9K
|
3.15K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
336+ 2.22% |
$28K - $32.7K
|
15.5K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
328+ 0.88% |
$27.3K - $31.9K
|
37.6K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
328+ 2.57% |
$27.3K - $31.9K
|
13.1K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
327+ 5.96% |
$27.2K - $31.8K
|
5.81K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
321+ 10.45% |
$26.7K - $31.2K
|
3.39K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
321+ 15.27% |
$26.7K - $31.2K
|
2.42K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
318+ 0.3% |
$26.5K - $30.9K
|
107K
$9.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
317+ 1.34% |
$26.4K - $30.8K
|
24K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
317+ 1.57% |
$26.4K - $30.8K
|
20.5K
$1.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
315+ 1.88% |
$26.2K - $30.6K
|
17K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
309+ 0.32% |
$25.7K - $30.1K
|
95.7K
$8.36M
|