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 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
10.3KNew |
$859K - $1M
|
10.3K
$938K
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
10.1KNew |
$843K - $984K
|
10.1K
$921K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
10.1K+ 8.35% |
$840K - $981K
|
131K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.1K+ 369.26% |
$839K - $979K
|
12.8K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$835K - $975K
|
10K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10K+ 10.91% |
$835K - $975K
|
102K
$9.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
9.92K+ 82.93% |
$827K - $965K
|
21.9K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
9.91KNew |
$826K - $964K
|
9.91K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
9.47K+ 53.87% |
$789K - $921K
|
27K
$2.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
9.46KNew |
$788K - $920K
|
9.46K
$861K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.46K+ 13.78% |
$788K - $920K
|
78.1K
$7.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.42K+ 57.74% |
$785K - $916K
|
25.7K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9.17K+ 131.55% |
$764K - $892K
|
16.1K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
9.09K+ 32.4% |
$758K - $885K
|
37.2K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
BUY
|
- |
9.08K+ 109.86% |
$757K - $884K
|
17.4K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.82K+ 6.0% |
$735K - $858K
|
156K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.63K+ 114.85% |
$719K - $840K
|
16.1K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
8.51KNew |
$709K - $828K
|
8.51K
$774K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.45KNew |
$704K - $822K
|
8.45K
$769K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
8.35K+ 50.82% |
$696K - $813K
|
24.8K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.21KNew |
$684K - $799K
|
8.21K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.13KNew |
$677K - $790K
|
8.13K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.01K+ 76.21% |
$667K - $779K
|
18.5K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
8KNew |
$667K - $778K
|
8K
$728K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8KNew |
$666K - $778K
|
8K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.82K+ 20.91% |
$651K - $760K
|
45.2K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.81K+ 7.85% |
$651K - $760K
|
107K
$9.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
7.72KNew |
$643K - $751K
|
7.72K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.6K+ 7.79% |
$633K - $739K
|
105K
$9.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.52K+ 12.79% |
$626K - $731K
|
66.3K
$6.03M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
7.51K+ 20.26% |
$625K - $730K
|
44.6K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
7.51KNew |
$625K - $730K
|
7.51K
$683K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.48K+ 53.03% |
$623K - $728K
|
21.6K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.39K+ 208.52% |
$616K - $719K
|
10.9K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
7.34KNew |
$612K - $714K
|
7.34K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19KNew |
$599K - $699K
|
7.19K
$654K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.09K+ 31.19% |
$590K - $689K
|
29.8K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
7.05KNew |
$587K - $686K
|
7.05K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
6.96KNew |
$580K - $677K
|
6.96K
$633K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.94KNew |
$578K - $675K
|
6.94K
$631K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.85KNew |
$571K - $666K
|
6.85K
$623K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.78K+ 5.95% |
$565K - $660K
|
121K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.78KNew |
$565K - $660K
|
6.78K
$617K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.78KNew |
$565K - $659K
|
6.78K
$617K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
6.75K+ 97.4% |
$563K - $657K
|
13.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
6.74KNew |
$562K - $656K
|
6.74K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
6.68K+ 61.41% |
$557K - $650K
|
17.6K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.63KNew |
$552K - $645K
|
6.63K
$603K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
6.46K+ 56.11% |
$538K - $628K
|
18K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.45KNew |
$538K - $628K
|
6.45K
$587K
|