Purchases and Sales Made in Q4 2024 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q4 2024. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.88% |
$146K - $171K
|
27.3K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1.74K+ 40.85% |
$145K - $169K
|
6K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.72KNew |
$144K - $168K
|
1.72K
$157K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.72K+ 63.26% |
$143K - $167K
|
4.43K
$403K
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
1.71K+ 2.27% |
$143K - $167K
|
77.3K
$7.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.68K+ 1.91% |
$140K - $163K
|
89.7K
$8.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.65K+ 8.27% |
$137K - $160K
|
21.6K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
1.63K+ 3.0% |
$136K - $159K
|
56.1K
$5.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.62K+ 33.53% |
$135K - $157K
|
6.44K
$586K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.61K+ 0.81% |
$134K - $157K
|
200K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.6K+ 14.03% |
$133K - $156K
|
13K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.59K+ 29.99% |
$132K - $154K
|
6.88K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.57K+ 34.34% |
$131K - $153K
|
6.13K
$558K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.56K+ 3.28% |
$130K - $152K
|
49.2K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.53K+ 5.79% |
$127K - $148K
|
27.8K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.52K+ 5.18% |
$127K - $148K
|
30.9K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.52K+ 36.93% |
$126K - $148K
|
5.63K
$512K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
1.51K+ 2.59% |
$126K - $147K
|
59.9K
$5.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
1.48K+ 0.41% |
$123K - $144K
|
363K
$33.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.45K+ 6.48% |
$121K - $141K
|
23.9K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.41K+ 23.73% |
$117K - $137K
|
7.34K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.39K+ 17.54% |
$115K - $135K
|
9.28K
$845K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.38K+ 0.76% |
$115K - $134K
|
184K
$16.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.34K+ 7.01% |
$112K - $131K
|
20.5K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
BUY
|
- |
1.34KNew |
$111K - $130K
|
1.34K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.32K+ 5.75% |
$110K - $128K
|
24.2K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.31K+ 6.93% |
$109K - $127K
|
20.1K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.3K+ 5.17% |
$108K - $126K
|
26.4K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.29K+ 13.12% |
$107K - $125K
|
11.1K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 6.96% |
$107K - $125K
|
19.8K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.28KNew |
$107K - $125K
|
1.28K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
1.27KNew |
$106K - $124K
|
1.27K
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.25K+ 10.67% |
$104K - $122K
|
13K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 8.43% |
$103K - $121K
|
16K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.22K+ 49.25% |
$101K - $118K
|
3.69K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.21K+ 17.81% |
$100K - $117K
|
7.98K
$726K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.2K+ 3.47% |
$99.9K - $117K
|
35.8K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.2KNew |
$99.8K - $117K
|
1.2K
$109K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.18K+ 8.87% |
$98.7K - $115K
|
14.5K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.18KNew |
$98.3K - $115K
|
1.18K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.17K+ 18.87% |
$97.1K - $113K
|
7.34K
$668K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 5.61% |
$97.1K - $113K
|
21.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1.16K+ 24.42% |
$96.9K - $113K
|
5.93K
$539K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
1.16K+ 3.22% |
$96.7K - $113K
|
37.2K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.15K+ 4.18% |
$96.1K - $112K
|
28.7K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.15K+ 26.63% |
$96K - $112K
|
5.48K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.14K+ 5.52% |
$95.3K - $111K
|
21.9K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 11.19% |
$93.7K - $109K
|
11.2K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.12KNew |
$93.6K - $109K
|
1.12K
$102K
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.12KNew |
$93.4K - $109K
|
1.12K
$102K
|