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 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
212+ 68.61% |
$17.7K - $20.6K
|
521
$47.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
211New |
$17.6K - $20.5K
|
211
$19.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
210New |
$17.5K - $20.4K
|
210
$19.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
208+ 320.0% |
$17.3K - $20.2K
|
273
$24.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
207+ 2.53% |
$17.2K - $20.1K
|
8.39K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
203+ 6.75% |
$16.9K - $19.7K
|
3.21K
$292K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
202+ 4.45% |
$16.8K - $19.6K
|
4.74K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
202+ 0.2% |
$16.8K - $19.6K
|
101K
$9.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
200+ 3.99% |
$16.7K - $19.5K
|
5.21K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 9.1% |
$16.7K - $19.5K
|
2.4K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
200New |
$16.7K - $19.5K
|
200
$18.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
195+ 1.29% |
$16.2K - $19K
|
15.3K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
194+ 2.59% |
$16.2K - $18.9K
|
7.68K
$699K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
193+ 0.67% |
$16.1K - $18.8K
|
29.1K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
191New |
$15.9K - $18.6K
|
191
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
191+ 43.61% |
$15.9K - $18.6K
|
629
$57.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
190+ 8.28% |
$15.8K - $18.5K
|
2.49K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
186+ 2.49% |
$15.5K - $18.1K
|
7.65K
$696K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
180+ 0.41% |
$15K - $17.5K
|
43.7K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
176+ 3.39% |
$14.7K - $17.1K
|
5.37K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
175+ 4.32% |
$14.6K - $17K
|
4.23K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
170+ 0.52% |
$14.2K - $16.5K
|
33.1K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
167+ 1.27% |
$13.9K - $16.2K
|
13.3K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
165+ 2.59% |
$13.7K - $16K
|
6.54K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
160New |
$13.3K - $15.6K
|
160
$14.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
154+ 4.76% |
$12.8K - $15K
|
3.39K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
152+ 3.95% |
$12.7K - $14.8K
|
4K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
150+ 2.34% |
$12.5K - $14.6K
|
6.55K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
146New |
$12.2K - $14.2K
|
146
$13.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
144+ 1.06% |
$12K - $14K
|
13.7K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
143New |
$11.9K - $13.9K
|
143
$13K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
140+ 4.79% |
$11.7K - $13.6K
|
3.06K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
139+ 2.65% |
$11.6K - $13.5K
|
5.38K
$490K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
139+ 1.31% |
$11.6K - $13.5K
|
10.7K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
137+ 1.16% |
$11.4K - $13.3K
|
11.9K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
131+ 2.72% |
$10.9K - $12.7K
|
4.95K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
131+ 1.08% |
$10.9K - $12.7K
|
12.2K
$1.11M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
129+ 0.17% |
$10.7K - $12.5K
|
74.1K
$6.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
128+ 2.91% |
$10.7K - $12.5K
|
4.53K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
125+ 5.22% |
$10.4K - $12.2K
|
2.52K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
123+ 0.27% |
$10.2K - $12K
|
45.2K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
122+ 1742.86% |
$10.2K - $11.9K
|
129
$11.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
115+ 2.88% |
$9.58K - $11.2K
|
4.11K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
115+ 1.77% |
$9.58K - $11.2K
|
6.62K
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.65% |
$9.5K - $11.1K
|
7.02K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
113+ 1.49% |
$9.42K - $11K
|
7.68K
$699K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
111+ 0.22% |
$9.25K - $10.8K
|
50.2K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
110New |
$9.17K - $10.7K
|
110
$10K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
109+ 2.66% |
$9.08K - $10.6K
|
4.2K
$382K
|