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 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
15.4KNew |
$1.28M - $1.49M
|
15.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
15.2KNew |
$1.27M - $1.48M
|
15.2K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
15.2K+ 135.28% |
$1.27M - $1.48M
|
26.4K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.9KNew |
$1.25M - $1.45M
|
14.9K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
14.9KNew |
$1.24M - $1.45M
|
14.9K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.5KNew |
$1.21M - $1.41M
|
14.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
14.5KNew |
$1.21M - $1.41M
|
14.5K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
14.4K+ 41.17% |
$1.2M - $1.41M
|
49.5K
$4.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14.3K+ 56.01% |
$1.19M - $1.39M
|
39.8K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 8.23% |
$1.18M - $1.38M
|
186K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
14.1K+ 41.03% |
$1.18M - $1.37M
|
48.6K
$4.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
14.1KNew |
$1.18M - $1.37M
|
14.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.1K+ 7.48% |
$1.17M - $1.37M
|
202K
$18.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14KNew |
$1.17M - $1.36M
|
14K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13.9KNew |
$1.16M - $1.36M
|
13.9K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
13.7KNew |
$1.14M - $1.33M
|
13.7K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.5K+ 8.73% |
$1.13M - $1.31M
|
168K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
13.4K+ 11.09% |
$1.12M - $1.3M
|
134K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2KNew |
$1.1M - $1.29M
|
13.2K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.1K+ 1753.54% |
$1.09M - $1.28M
|
13.9K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
13.1KNew |
$1.09M - $1.28M
|
13.1K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 6.16% |
$1.07M - $1.25M
|
222K
$20.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
12.8K+ 22.2% |
$1.07M - $1.25M
|
70.6K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 107.03% |
$1.05M - $1.23M
|
24.4K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
12.6K+ 13.51% |
$1.05M - $1.22M
|
106K
$9.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.5K+ 92.05% |
$1.04M - $1.21M
|
26K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
12.3K+ 33.67% |
$1.02M - $1.19M
|
48.6K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.1KNew |
$1.01M - $1.18M
|
12.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.9K+ 72.93% |
$992K - $1.16M
|
28.2K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.9K+ 20.83% |
$990K - $1.16M
|
68.9K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
11.7KNew |
$976K - $1.14M
|
11.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 7.31% |
$967K - $1.13M
|
171K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.6K+ 7.17% |
$966K - $1.13M
|
173K
$15.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3K+ 109.76% |
$945K - $1.1M
|
21.7K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
11.3K+ 53.65% |
$942K - $1.1M
|
32.4K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
11.2K+ 60.29% |
$937K - $1.09M
|
29.9K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
11.2K+ 72.16% |
$933K - $1.09M
|
26.7K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.2KNew |
$929K - $1.08M
|
11.2K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.1K+ 12.66% |
$928K - $1.08M
|
99.1K
$9.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 2.54% |
$906K - $1.06M
|
439K
$40M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.8K+ 198.86% |
$897K - $1.05M
|
16.2K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.7KNew |
$895K - $1.04M
|
10.7K
$977K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 39.57% |
$895K - $1.04M
|
37.9K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
10.7K+ 7.09% |
$892K - $1.04M
|
162K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$891K - $1.04M
|
10.7K
$973K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.5K+ 13.85% |
$874K - $1.02M
|
86.2K
$7.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.5K+ 167.55% |
$872K - $1.02M
|
16.7K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.5K+ 18.24% |
$872K - $1.02M
|
67.8K
$6.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 12.34% |
$871K - $1.02M
|
95.2K
$8.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.4K+ 8.12% |
$867K - $1.01M
|
139K
$12.6M
|