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 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
549+ 31.61% |
$45.7K - $53.4K
|
2.29K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
545+ 10.83% |
$45.4K - $53K
|
5.58K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
540+ 6.64% |
$45K - $52.5K
|
8.67K
$789K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
539+ 1.36% |
$44.9K - $52.4K
|
40.3K
$3.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
527+ 0.66% |
$43.9K - $51.3K
|
80.3K
$7.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
523+ 15.82% |
$43.6K - $50.9K
|
3.83K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
516+ 2.85% |
$43K - $50.2K
|
18.6K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
515+ 15.18% |
$42.9K - $50.1K
|
3.91K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
510+ 9.62% |
$42.5K - $49.6K
|
5.81K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500+ 5.33% |
$41.7K - $48.6K
|
9.88K
$899K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 25.0% |
$41.7K - $48.6K
|
2.5K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
497+ 19.98% |
$41.4K - $48.3K
|
2.98K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
497+ 3.38% |
$41.4K - $48.3K
|
15.2K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
489+ 20.65% |
$40.7K - $47.6K
|
2.86K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
480+ 10.87% |
$40K - $46.7K
|
4.9K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
476+ 18.71% |
$39.7K - $46.3K
|
3.02K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
473+ 4.74% |
$39.4K - $46K
|
10.5K
$952K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
470+ 15.82% |
$39.2K - $45.7K
|
3.44K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
467+ 2.35% |
$38.9K - $45.4K
|
20.3K
$1.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
465+ 4.89% |
$38.7K - $45.2K
|
9.97K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
464New |
$38.7K - $45.1K
|
464
$42.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
452+ 3.42% |
$37.7K - $44K
|
13.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
448+ 2.64% |
$37.3K - $43.6K
|
17.4K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
447New |
$37.2K - $43.5K
|
447
$40.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
446+ 8.41% |
$37.2K - $43.4K
|
5.75K
$523K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
443+ 41.21% |
$36.9K - $43.1K
|
1.52K
$138K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
442+ 1.08% |
$36.8K - $43K
|
41.4K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
440+ 0.92% |
$36.7K - $42.8K
|
48.4K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
436+ 19.83% |
$36.3K - $42.4K
|
2.64K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
435+ 0.56% |
$36.2K - $42.3K
|
78.6K
$7.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
430New |
$35.8K - $41.8K
|
430
$39.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
429+ 0.82% |
$35.7K - $41.7K
|
52.5K
$4.78M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
422+ 4.86% |
$35.2K - $41K
|
9.1K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
421+ 4.25% |
$35.1K - $41K
|
10.3K
$940K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
415+ 813.73% |
$34.6K - $40.4K
|
466
$42.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
413+ 0.74% |
$34.4K - $40.2K
|
56.6K
$5.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
405+ 2.33% |
$33.7K - $39.4K
|
17.8K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
400New |
$33.3K - $38.9K
|
400
$36.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
399+ 8.09% |
$33.2K - $38.8K
|
5.33K
$485K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
396+ 1.88% |
$33K - $38.5K
|
21.4K
$1.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
392+ 13.56% |
$32.7K - $38.1K
|
3.28K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
390+ 3.52% |
$32.5K - $37.9K
|
11.5K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
383New |
$31.9K - $37.3K
|
383
$34.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
382+ 8.8% |
$31.8K - $37.2K
|
4.72K
$430K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
382New |
$31.8K - $37.2K
|
382
$34.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
368New |
$30.7K - $35.8K
|
368
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
366+ 2.48% |
$30.5K - $35.6K
|
15.1K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
361+ 12.41% |
$30.1K - $35.1K
|
3.27K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
360+ 3.26% |
$30K - $35K
|
11.4K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
345+ 2.51% |
$28.7K - $33.6K
|
14.1K
$1.28M
|