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, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.6KNew |
$374K - $423K
|
4.6K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
4.51K+ 101.58% |
$366K - $414K
|
8.94K
$823K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.62KNew |
$294K - $333K
|
3.62K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.51KNew |
$285K - $322K
|
3.51K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.41KNew |
$276K - $313K
|
3.41K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
3K+ 93.75% |
$244K - $276K
|
6.2K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
2.77KNew |
$225K - $254K
|
2.77K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.69KNew |
$219K - $248K
|
2.69K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.61KNew |
$212K - $240K
|
2.61K
$240K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.49K+ 1.94% |
$202K - $229K
|
131K
$12M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.48KNew |
$201K - $228K
|
2.48K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.39KNew |
$194K - $219K
|
2.39K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.8KNew |
$146K - $166K
|
1.8K
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63KNew |
$132K - $150K
|
1.63K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.51KNew |
$123K - $139K
|
1.51K
$139K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
748New |
$60.7K - $68.8K
|
748
$68.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
425New |
$34.5K - $39.1K
|
425
$39.1K
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
372+ 10.31% |
$30.2K - $34.2K
|
3.98K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
362New |
$29.4K - $33.3K
|
362
$33.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
352New |
$28.6K - $32.4K
|
352
$32.4K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
340New |
$27.6K - $31.3K
|
340
$31.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
314New |
$25.5K - $28.9K
|
314
$28.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
310New |
$25.2K - $28.5K
|
310
$28.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
280New |
$22.7K - $25.7K
|
280
$25.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
278New |
$22.6K - $25.6K
|
278
$25.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
261New |
$21.2K - $24K
|
261
$24K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$18.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
200New |
$16.2K - $18.4K
|
200
$18.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
193+ 6.81% |
$15.7K - $17.7K
|
3.03K
$279K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
160New |
$13K - $14.7K
|
160
$14.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
125New |
$10.2K - $11.5K
|
125
$11.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
117+ 1.58% |
$9.5K - $10.8K
|
7.52K
$692K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
104New |
$8.44K - $9.56K
|
104
$9.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
100New |
$8.12K - $9.2K
|
100
$9.2K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
100New |
$8.12K - $9.2K
|
100
$9.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
94+ 0.68% |
$7.63K - $8.64K
|
14K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
68+ 3.42% |
$5.52K - $6.25K
|
2.06K
$189K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
58New |
$4.71K - $5.33K
|
58
$5.34K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 0.87% |
$2.68K - $3.03K
|
3.83K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
29New |
$2.35K - $2.67K
|
29
$2.67K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
28New |
$2.27K - $2.57K
|
28
$2.58K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.71K - $1.93K
|
21
$1.93K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7+ 0.04% |
$568 - $644
|
18.3K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.7% |
$325 - $368
|
572
$52.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.06% |
$81.2 - $92
|
1.56K
$144K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
675KNew |
$53.4M - $63M
|
675K
$62.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
400KNew |
$31.6M - $37.3M
|
400K
$36.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
331KNew |
$26.2M - $30.9M
|
331K
$30.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
190KNew |
$15M - $17.7M
|
190K
$17.5M
|
|