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 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
343+ 12.85% |
$28.6K - $33.4K
|
3.01K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
338+ 12.02% |
$28.2K - $32.9K
|
3.15K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
336+ 2.22% |
$28K - $32.7K
|
15.5K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
328+ 2.57% |
$27.3K - $31.9K
|
13.1K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
328+ 0.88% |
$27.3K - $31.9K
|
37.6K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
327+ 5.96% |
$27.2K - $31.8K
|
5.81K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
321+ 15.27% |
$26.7K - $31.2K
|
2.42K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
321+ 10.45% |
$26.7K - $31.2K
|
3.39K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
318+ 0.3% |
$26.5K - $30.9K
|
107K
$9.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
317+ 1.34% |
$26.4K - $30.8K
|
24K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
317+ 1.57% |
$26.4K - $30.8K
|
20.5K
$1.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
315+ 1.88% |
$26.2K - $30.6K
|
17K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
309+ 0.32% |
$25.7K - $30.1K
|
95.7K
$8.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
306+ 5.26% |
$25.5K - $29.8K
|
6.13K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
304+ 1.12% |
$25.3K - $29.6K
|
27.5K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
302New |
$25.2K - $29.4K
|
302
$27.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
301+ 22.26% |
$25.1K - $29.3K
|
1.65K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
300New |
$25K - $29.2K
|
300
$27.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
299+ 1.34% |
$24.9K - $29.1K
|
22.6K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
295+ 3.52% |
$24.6K - $28.7K
|
8.67K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
290+ 2.0% |
$24.2K - $28.2K
|
14.8K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
288+ 5.25% |
$24K - $28K
|
5.78K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
281+ 1.69% |
$23.4K - $27.3K
|
17K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
270+ 2.63% |
$22.5K - $26.3K
|
10.5K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
269+ 1.38% |
$22.4K - $26.2K
|
19.8K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
268+ 15.35% |
$22.3K - $26.1K
|
2.01K
$183K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
264+ 6.93% |
$22K - $25.7K
|
4.07K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
264+ 6.4% |
$22K - $25.7K
|
4.39K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
262+ 0.41% |
$21.8K - $25.5K
|
64.8K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
261+ 5.51% |
$21.7K - $25.4K
|
5K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
260+ 0.69% |
$21.7K - $25.3K
|
37.7K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
256+ 2.31% |
$21.3K - $24.9K
|
11.3K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
248+ 0.34% |
$20.7K - $24.1K
|
72.7K
$6.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
245+ 0.16% |
$20.4K - $23.8K
|
150K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
242+ 2.92% |
$20.2K - $23.5K
|
8.54K
$777K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
241New |
$20.1K - $23.4K
|
241
$21.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
240+ 5.79% |
$20K - $23.3K
|
4.38K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
240New |
$20K - $23.3K
|
240
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
237New |
$19.7K - $23.1K
|
237
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
234+ 5.47% |
$19.5K - $22.8K
|
4.51K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
233New |
$19.4K - $22.7K
|
233
$21.2K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
229+ 0.58% |
$19.1K - $22.3K
|
39.6K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
229+ 2.25% |
$19.1K - $22.3K
|
10.4K
$948K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
228+ 3.52% |
$19K - $22.2K
|
6.71K
$610K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
225+ 0.85% |
$18.7K - $21.9K
|
26.7K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
225New |
$18.7K - $21.9K
|
225
$20.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
220+ 13.28% |
$18.3K - $21.4K
|
1.88K
$171K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
215+ 3.62% |
$17.9K - $20.9K
|
6.16K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
215+ 8.31% |
$17.9K - $20.9K
|
2.8K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
212+ 7.59% |
$17.7K - $20.6K
|
3.01K
$274K
|