Purchases and Sales Made in Q4 2024 in Energy Sector Spdr (XLE)

XLE Quotes by TradingView

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 14, 2025 Q4 2024
Minot De Blois Advisors LLC

Boston, MA
BUY
 -
105
New
$8.75K - $10.2K
105 $9.56K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
105
+ 1.03%
$8.75K - $10.2K
10.3K $935K
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
104
+ 3.28%
$8.67K - $10.1K
3.27K $298K
Jan 10, 2025 Q4 2024
Harbor Capital Advisors, Inc.

BUY
 -
103
+ 7.66%
$8.58K - $10K
1.45K $132K
Jan 23, 2025 Q4 2024
Old Second National Bank Of Aurora

BUY
 -
103
+ 0.3%
$8.58K - $10K
34.3K $3.12M
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
102
+ 9.52%
$8.5K - $9.92K
1.17K $107K
Feb 25, 2025 Q4 2024
Brick & Kyle, Associates

Newtown, PA
BUY
 -
102
+ 1.51%
$8.5K - $9.92K
6.86K $624K
Feb 05, 2025 Q4 2024
Proffitt & Goodson Inc

BUY
 -
101
+ 1.11%
$8.42K - $9.82K
9.17K $835K
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
100
+ 12.5%
$8.33K - $9.73K
900 $81.9K
Jan 22, 2025 Q4 2024
Falcon Wealth Planning

BUY
 -
100
+ 0.12%
$8.33K - $9.73K
80.4K $7.31M
Jan 22, 2025 Q4 2024
Bensler, LLC

Bellevue, WA
BUY
 -
97
+ 2.21%
$8.08K - $9.44K
4.49K $408K
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
94
+ 36.29%
$7.83K - $9.14K
353 $32.1K
Jan 03, 2025 Q4 2024
First Citizens Financial Corp

BUY
 -
93
+ 3.11%
$7.75K - $9.05K
3.08K $281K
Jan 27, 2025 Q4 2024
Quattro Financial Advisors LLC

BUY
 -
93
New
$7.75K - $9.05K
93 $8.46K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
90
+ 1.17%
$7.5K - $8.75K
7.77K $707K
Feb 06, 2025 Q4 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
90
+ 2.23%
$7.5K - $8.75K
4.13K $376K
Feb 18, 2025 Q4 2024
Stonebridge Financial Planning Group, LLC

BUY
 -
89
+ 0.94%
$7.42K - $8.66K
9.59K $873K
Feb 10, 2025 Q4 2024
Patten & Patten Inc

BUY
 -
87
+ 0.39%
$7.25K - $8.46K
22.6K $2.05M
Jan 06, 2025 Q4 2024
Boltwood Capital Management

BUY
 -
85
+ 0.37%
$7.08K - $8.27K
22.8K $2.07M
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
84
+ 0.15%
$7K - $8.17K
54.4K $4.95M
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
83
New
$6.92K - $8.07K
83 $7.55K
Jan 24, 2025 Q4 2024
Adamsbrown Wealth Consultants LLC

BUY
 -
79
+ 3.26%
$6.58K - $7.68K
2.5K $228K
Feb 12, 2025 Q4 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
79
+ 10.1%
$6.58K - $7.68K
861 $78.4K
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
78
New
$6.5K - $7.59K
78 $7.1K
Feb 04, 2025 Q4 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
75
New
$6.25K - $7.3K
75 $6.83K
Feb 13, 2025 Q4 2024
River Glades Family Offices LLC

Naples, FL
BUY
 -
75
+ 1.12%
$6.25K - $7.3K
6.78K $617K
Jan 13, 2025 Q4 2024
Wedmont Private Capital

BUY
 -
74
+ 0.75%
$6.17K - $7.2K
9.91K $902K
Jan 27, 2025 Q4 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
74
+ 0.84%
$6.17K - $7.2K
8.91K $811K
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
73
+ 0.59%
$6.08K - $7.1K
12.5K $1.14M
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
72
+ 0.06%
$6K - $7K
115K $10.5M
Jan 17, 2025 Q4 2024
Eagle Capital Management, LLC

BUY
 -
72
+ 0.55%
$6K - $7K
13.1K $1.19M
Jan 23, 2025 Q4 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
68
+ 1.8%
$5.67K - $6.61K
3.85K $351K
Feb 07, 2025 Q4 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
68
+ 1.0%
$5.67K - $6.61K
6.89K $627K
Feb 14, 2025 Q4 2024
Elequin Capital LP

New York, NY
BUY
 -
65
New
$5.42K - $6.32K
65 $5.92K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
64
New
$5.33K - $6.23K
64 $5.82K
Feb 14, 2025 Q4 2024
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
63
+ 1.39%
$5.25K - $6.13K
4.6K $418K
Feb 12, 2025 Q4 2024
Wealth Trak Capital Management LLC

Virginia Beach, VA
BUY
 -
62
New
$5.17K - $6.03K
62 $5.64K
Feb 14, 2025 Q4 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
61
+ 0.59%
$5.08K - $5.93K
10.4K $946K
Jan 29, 2025 Q4 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
60
+ 0.91%
$5K - $5.84K
6.65K $605K
Feb 14, 2025 Q4 2024
Turim 21 Investimentos Ltda.

Rio De Janeiro, D5
BUY
 -
60
+ 15.0%
$5K - $5.84K
460 $41.9K
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
56
+ 0.55%
$4.67K - $5.45K
10.2K $926K
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
55
+ 1.07%
$4.58K - $5.35K
5.21K $474K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
51
+ 0.66%
$4.25K - $4.96K
7.81K $711K
Feb 06, 2025 Q4 2024
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
51
+ 2.11%
$4.25K - $4.96K
2.47K $225K
Jan 13, 2025 Q4 2024
Chicago Trust CO Na

BUY
 -
50
+ 0.8%
$4.17K - $4.86K
6.27K $571K
Feb 07, 2025 Q4 2024
Mcintyre Freedman & Flynn Investment Advisers Inc

Orleans, MA
BUY
 -
50
+ 0.17%
$4.17K - $4.86K
29.9K $2.72M
Feb 11, 2025 Q4 2024
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
50
+ 0.62%
$4.17K - $4.86K
8.12K $739K
Jan 21, 2025 Q4 2024
Goelzer Investment Management, Inc.

BUY
 -
48
+ 0.49%
$4K - $4.67K
9.86K $898K
Jan 29, 2025 Q4 2024
Retirement Guys Formula LLC

BUY
 -
48
+ 1.75%
$4K - $4.67K
2.8K $254K

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