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 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.28M
|
13.1K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 6.16% |
$1.07M - $1.25M
|
222K
$20.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
12.8K+ 22.2% |
$1.07M - $1.25M
|
70.6K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 107.03% |
$1.05M - $1.23M
|
24.4K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.6K+ 13.51% |
$1.05M - $1.22M
|
106K
$9.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.5K+ 92.05% |
$1.04M - $1.21M
|
26K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
12.3K+ 33.67% |
$1.02M - $1.19M
|
48.6K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.1KNew |
$1.01M - $1.18M
|
12.1K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.9K+ 72.93% |
$992K - $1.16M
|
28.2K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 20.83% |
$990K - $1.16M
|
68.9K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
11.7KNew |
$976K - $1.14M
|
11.7K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 7.31% |
$967K - $1.13M
|
171K
$15.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.6K+ 7.17% |
$966K - $1.13M
|
173K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3K+ 109.76% |
$945K - $1.1M
|
21.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
11.3K+ 53.65% |
$942K - $1.1M
|
32.4K
$3M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
11.2K+ 60.29% |
$937K - $1.09M
|
29.9K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.2K+ 72.16% |
$933K - $1.09M
|
26.7K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.2KNew |
$929K - $1.08M
|
11.2K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1K+ 12.66% |
$928K - $1.08M
|
99.1K
$9.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 2.54% |
$906K - $1.06M
|
439K
$40.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.8K+ 198.86% |
$897K - $1.05M
|
16.2K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.7KNew |
$895K - $1.04M
|
10.7K
$994K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 39.57% |
$895K - $1.04M
|
37.9K
$3.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10.7K+ 7.09% |
$892K - $1.04M
|
162K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$891K - $1.04M
|
10.7K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.5K+ 13.85% |
$874K - $1.02M
|
86.2K
$7.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 167.55% |
$872K - $1.02M
|
16.7K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 18.24% |
$872K - $1.02M
|
67.8K
$6.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 12.34% |
$871K - $1.02M
|
95.2K
$8.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.4K+ 8.12% |
$867K - $1.01M
|
139K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
10.3KNew |
$859K - $1M
|
10.3K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
10.3K+ 686.67% |
$858K - $1M
|
11.8K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
10.1KNew |
$843K - $984K
|
10.1K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
10.1K+ 8.35% |
$840K - $981K
|
131K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.1K+ 369.26% |
$839K - $979K
|
12.8K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$835K - $975K
|
10K
$927K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10K+ 10.91% |
$835K - $975K
|
102K
$9.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.92K+ 82.93% |
$827K - $965K
|
21.9K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
9.91KNew |
$826K - $964K
|
9.91K
$917K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
9.89KNew |
$824K - $962K
|
9.89K
$915K
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.88K+ 84.22% |
$823K - $961K
|
21.6K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
9.8K+ 42.61% |
$817K - $953K
|
32.8K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
9.47K+ 53.87% |
$789K - $921K
|
27K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.46K+ 13.78% |
$788K - $920K
|
78.1K
$7.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.46KNew |
$788K - $920K
|
9.46K
$875K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.42K+ 57.74% |
$785K - $916K
|
25.7K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.17K+ 131.55% |
$764K - $892K
|
16.1K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
9.09K+ 32.4% |
$758K - $885K
|
37.2K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 109.86% |
$757K - $884K
|
17.4K
$1.61M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
8.85K+ 9.44% |
$737K - $860K
|
103K
$9.49M
|