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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
815+ 9.56% |
$67.9K - $79.3K
|
9.34K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
815+ 5.25% |
$67.9K - $79.3K
|
16.4K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
810+ 150.0% |
$67.5K - $78.8K
|
1.35K
$123K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
809+ 6.12% |
$67.4K - $78.7K
|
14K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
806+ 1.69% |
$67.2K - $78.4K
|
48.5K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
803+ 5.08% |
$66.9K - $78.1K
|
16.6K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
791+ 4.48% |
$65.9K - $76.9K
|
18.5K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
784+ 12.96% |
$65.3K - $76.3K
|
6.83K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
772+ 4.55% |
$64.3K - $75.1K
|
17.7K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
746+ 0.78% |
$62.2K - $72.6K
|
96.8K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
745New |
$62.1K - $72.5K
|
745
$67.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
732+ 95.44% |
$61K - $71.2K
|
1.5K
$136K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
727+ 4.23% |
$60.6K - $70.7K
|
17.9K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
719+ 18.39% |
$59.9K - $69.9K
|
4.63K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
714+ 10.76% |
$59.5K - $69.5K
|
7.35K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
705+ 4.56% |
$58.7K - $68.6K
|
16.2K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
704New |
$58.7K - $68.5K
|
704
$64.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
694+ 2.86% |
$57.8K - $67.5K
|
25K
$2.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
693+ 15.18% |
$57.7K - $67.4K
|
5.26K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
685+ 10.55% |
$57.1K - $66.6K
|
7.18K
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
680+ 3.66% |
$56.7K - $66.1K
|
19.2K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
676+ 1.37% |
$56.3K - $65.8K
|
50.1K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
673New |
$56.1K - $65.5K
|
673
$61.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
669+ 19.62% |
$55.7K - $65.1K
|
4.08K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
662+ 5.06% |
$55.2K - $64.4K
|
13.7K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
654+ 3.4% |
$54.5K - $63.6K
|
19.9K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
653+ 23.0% |
$54.4K - $63.5K
|
3.49K
$318K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
652+ 3.05% |
$54.3K - $63.4K
|
22K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
648+ 1.16% |
$54K - $63K
|
56.3K
$5.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
646+ 5.51% |
$53.8K - $62.8K
|
12.4K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
636+ 1.26% |
$53K - $61.9K
|
51.3K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
630New |
$52.5K - $61.3K
|
630
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
624New |
$52K - $60.7K
|
624
$56.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
619+ 10.64% |
$51.6K - $60.2K
|
6.44K
$586K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
614+ 7.72% |
$51.2K - $59.7K
|
8.57K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
614+ 3.16% |
$51.2K - $59.7K
|
20K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
613+ 5.0% |
$51.1K - $59.6K
|
12.9K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
610+ 2.31% |
$50.8K - $59.3K
|
27K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
610+ 11.09% |
$50.8K - $59.3K
|
6.11K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
604New |
$50.3K - $58.8K
|
604
$55K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
598New |
$49.8K - $58.2K
|
598
$54.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
592+ 2.59% |
$49.3K - $57.6K
|
23.5K
$2.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
590+ 6.89% |
$49.2K - $57.4K
|
9.16K
$833K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
581+ 11.39% |
$48.4K - $56.5K
|
5.68K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
577+ 5.19% |
$48.1K - $56.1K
|
11.7K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
575+ 16.13% |
$47.9K - $55.9K
|
4.14K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
565+ 3.59% |
$47.1K - $55K
|
16.3K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
558+ 5.93% |
$46.5K - $54.3K
|
9.97K
$907K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
550+ 2.78% |
$45.8K - $53.5K
|
20.3K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
550+ 10.96% |
$45.8K - $53.5K
|
5.57K
$507K
|