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 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
193+ 0.67% |
$16.1K - $18.8K
|
29.1K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
191New |
$15.9K - $18.6K
|
191
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
191+ 43.61% |
$15.9K - $18.6K
|
629
$53.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
186+ 2.49% |
$15.5K - $18.1K
|
7.65K
$655K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
180+ 0.41% |
$15K - $17.5K
|
43.7K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 3.39% |
$14.7K - $17.1K
|
5.37K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
175+ 4.32% |
$14.6K - $17K
|
4.23K
$362K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
170+ 0.52% |
$14.2K - $16.5K
|
33.1K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
167+ 1.27% |
$13.9K - $16.2K
|
13.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
165+ 2.59% |
$13.7K - $16K
|
6.54K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
160New |
$13.3K - $15.6K
|
160
$13.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
154+ 4.76% |
$12.8K - $15K
|
3.39K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
152+ 3.95% |
$12.7K - $14.8K
|
4K
$343K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
150+ 2.34% |
$12.5K - $14.6K
|
6.55K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
146New |
$12.2K - $14.2K
|
146
$12.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 1.06% |
$12K - $14K
|
13.7K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
143New |
$11.9K - $13.9K
|
143
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
140+ 4.79% |
$11.7K - $13.6K
|
3.06K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
139+ 1.31% |
$11.6K - $13.5K
|
10.7K
$921K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
139+ 2.65% |
$11.6K - $13.5K
|
5.38K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
137+ 1.16% |
$11.4K - $13.3K
|
11.9K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
131+ 1.08% |
$10.9K - $12.7K
|
12.2K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
131+ 2.72% |
$10.9K - $12.7K
|
4.95K
$424K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
129+ 0.17% |
$10.7K - $12.5K
|
74.1K
$6.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
128+ 2.91% |
$10.7K - $12.5K
|
4.53K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
125+ 5.22% |
$10.4K - $12.2K
|
2.52K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
123+ 0.27% |
$10.2K - $12K
|
45.2K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
122+ 1742.86% |
$10.2K - $11.9K
|
129
$11.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
115+ 1.77% |
$9.58K - $11.2K
|
6.62K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
115+ 2.88% |
$9.58K - $11.2K
|
4.11K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.65% |
$9.5K - $11.1K
|
7.02K
$602K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
113+ 1.49% |
$9.42K - $11K
|
7.68K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
111+ 0.22% |
$9.25K - $10.8K
|
50.2K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
110New |
$9.17K - $10.7K
|
110
$9.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
109+ 2.66% |
$9.08K - $10.6K
|
4.2K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
105New |
$8.75K - $10.2K
|
105
$9K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
105+ 1.03% |
$8.75K - $10.2K
|
10.3K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
104+ 3.28% |
$8.67K - $10.1K
|
3.27K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
103+ 0.3% |
$8.58K - $10K
|
34.3K
$2.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
103+ 7.66% |
$8.58K - $10K
|
1.45K
$124K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
102+ 1.51% |
$8.5K - $9.92K
|
6.86K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
102+ 9.52% |
$8.5K - $9.92K
|
1.17K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
101+ 1.11% |
$8.42K - $9.82K
|
9.17K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
100+ 0.12% |
$8.33K - $9.73K
|
80.4K
$6.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 12.5% |
$8.33K - $9.73K
|
900
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
98+ 0.25% |
$8.17K - $9.53K
|
38.5K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
97+ 2.21% |
$8.08K - $9.44K
|
4.49K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
94+ 36.29% |
$7.83K - $9.14K
|
353
$30.3K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
93+ 3.11% |
$7.75K - $9.05K
|
3.08K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
90+ 2.23% |
$7.5K - $8.75K
|
4.13K
$354K
|