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 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
46+ 0.18% |
$3.83K - $4.47K
|
25.4K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
44+ 54.32% |
$3.67K - $4.28K
|
125
$11.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
44+ 2.06% |
$3.67K - $4.28K
|
2.18K
$198K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
43New |
$3.58K - $4.18K
|
43
$3.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
43+ 0.66% |
$3.58K - $4.18K
|
6.57K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
43+ 0.08% |
$3.58K - $4.18K
|
52.7K
$4.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
42+ 0.82% |
$3.5K - $4.09K
|
5.16K
$470K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.95% |
$3.42K - $3.99K
|
4.35K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
40+ 0.78% |
$3.33K - $3.89K
|
5.19K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 6.81% |
$3.33K - $3.89K
|
627
$57.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
39+ 2.86% |
$3.25K - $3.79K
|
1.4K
$128K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
39+ 1.34% |
$3.25K - $3.79K
|
2.95K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
39+ 0.24% |
$3.25K - $3.79K
|
16.3K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36New |
$3K - $3.5K
|
36
$3.28K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
35+ 2.83% |
$2.92K - $3.4K
|
1.27K
$116K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
31+ 0.64% |
$2.58K - $3.02K
|
4.85K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
31+ 0.27% |
$2.58K - $3.02K
|
11.7K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
31+ 4.08% |
$2.58K - $3.02K
|
791
$72K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30+ 6.22% |
$2.5K - $2.92K
|
512
$46.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
28+ 0.61% |
$2.33K - $2.72K
|
4.62K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 3.84% |
$2.33K - $2.72K
|
757
$68.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
26+ 0.62% |
$2.17K - $2.53K
|
4.21K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
26+ 50.98% |
$2.17K - $2.53K
|
77
$7.01K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 2.79% |
$2.08K - $2.43K
|
920
$83.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25+ 0.74% |
$2.08K - $2.43K
|
3.42K
$312K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25+ 0.27% |
$2.08K - $2.43K
|
9.15K
$832K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25+ 0.14% |
$2.08K - $2.43K
|
18.3K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
25+ 0.3% |
$2.08K - $2.43K
|
8.28K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 11.01% |
$2K - $2.33K
|
242
$22K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$2K - $2.33K
|
30.2K
$2.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
24+ 0.76% |
$2K - $2.33K
|
3.17K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.83% |
$2K - $2.33K
|
2.93K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.83% |
$1.83K - $2.14K
|
2.66K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
20+ 0.16% |
$1.67K - $1.95K
|
12.9K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
19+ 0.22% |
$1.58K - $1.85K
|
8.6K
$783K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19+ 0.07% |
$1.58K - $1.85K
|
26K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
19+ 0.7% |
$1.58K - $1.85K
|
2.73K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.35K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
18+ 0.54% |
$1.5K - $1.75K
|
3.33K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
17+ 0.1% |
$1.42K - $1.65K
|
17.3K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17+ 0.62% |
$1.42K - $1.65K
|
2.78K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.12% |
$1.42K - $1.65K
|
13.8K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
17New |
$1.42K - $1.65K
|
17
$1.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
17+ 0.06% |
$1.42K - $1.65K
|
27K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
15+ 0.16% |
$1.25K - $1.46K
|
9.36K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
15+ 0.24% |
$1.25K - $1.46K
|
6.36K
$579K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
14+ 0.6% |
$1.17K - $1.36K
|
2.36K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
14+ 0.51% |
$1.17K - $1.36K
|
2.75K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
14New |
$1.17K - $1.36K
|
14
$1.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
13+ 0.18% |
$1.08K - $1.26K
|
7.17K
$652K
|