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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.4K+ 8.74% |
$2.54M - $2.96M
|
379K
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.4K+ 1067.33% |
$2.53M - $2.96M
|
33.2K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
30.2KNew |
$2.52M - $2.94M
|
30.2K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.4K+ 9.6% |
$2.45M - $2.86M
|
336K
$30.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 103.93% |
$2.42M - $2.83M
|
57K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
27.9K+ 21.37% |
$2.33M - $2.72M
|
159K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.3K+ 12.57% |
$2.28M - $2.66M
|
245K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.1K+ 14.61% |
$2.26M - $2.64M
|
213K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
25.3KNew |
$2.11M - $2.47M
|
25.3K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
24.9K+ 3.3% |
$2.08M - $2.43M
|
781K
$71.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
24.8KNew |
$2.07M - $2.42M
|
24.8K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
24.7KNew |
$2.05M - $2.4M
|
24.7K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
24.5K+ 22.99% |
$2.04M - $2.38M
|
131K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
23.9KNew |
$1.99M - $2.32M
|
23.9K
$2.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23.6K+ 82.77% |
$1.97M - $2.3M
|
52.1K
$4.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
23.4KNew |
$1.95M - $2.27M
|
23.4K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23.3K+ 5.51% |
$1.94M - $2.27M
|
446K
$40.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
23KNew |
$1.92M - $2.24M
|
23K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
23K+ 185.91% |
$1.91M - $2.23M
|
35.3K
$3.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
22.8KNew |
$1.9M - $2.21M
|
22.8K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.86M - $2.18M
|
22.4K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22.2KNew |
$1.85M - $2.16M
|
22.2K
$2.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21.9KNew |
$1.82M - $2.13M
|
21.9K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 27.16% |
$1.74M - $2.03M
|
97.9K
$8.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$1.71M - $1.99M
|
20.5K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Inkwell Capital LLC
Miami, FL |
BUY
|
- |
20.3KNew |
$1.69M - $1.98M
|
20.3K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20.3KNew |
$1.69M - $1.97M
|
20.3K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20K+ 82.46% |
$1.67M - $1.95M
|
44.3K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 8.11% |
$1.61M - $1.88M
|
258K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$1.6M - $1.86M
|
19.2K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18.5K+ 291.56% |
$1.54M - $1.8M
|
24.9K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
18.5KNew |
$1.54M - $1.8M
|
18.5K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
18K+ 140.25% |
$1.5M - $1.75M
|
30.8K
$2.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 1594.38% |
$1.49M - $1.74M
|
19K
$1.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
17.5KNew |
$1.46M - $1.7M
|
17.5K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
17.1K+ 121.89% |
$1.43M - $1.66M
|
31.2K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17K+ 189.21% |
$1.41M - $1.65M
|
25.9K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9K+ 21.5% |
$1.41M - $1.65M
|
95.8K
$8.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.9K+ 46.87% |
$1.41M - $1.64M
|
53K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
16.8K+ 157.42% |
$1.4M - $1.63M
|
27.5K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
16.6KNew |
$1.38M - $1.61M
|
16.6K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.4K+ 2.12% |
$1.36M - $1.59M
|
788K
$71.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
16.3KNew |
$1.36M - $1.59M
|
16.3K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.3K+ 105.99% |
$1.36M - $1.59M
|
31.7K
$2.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16.1KNew |
$1.34M - $1.57M
|
16.1K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
15.9K+ 21.44% |
$1.32M - $1.55M
|
90.1K
$8.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
15.5K+ 64.42% |
$1.29M - $1.51M
|
39.6K
$3.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
15.4KNew |
$1.29M - $1.5M
|
15.4K
$1.41M
|