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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3K+ 5.7% |
$250K - $292K
|
55.7K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3KNew |
$250K - $292K
|
3K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
2.98K+ 40.02% |
$248K - $290K
|
10.4K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.97K+ 1697.71% |
$248K - $289K
|
3.15K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.97KNew |
$247K - $289K
|
2.97K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.97KNew |
$247K - $288K
|
2.97K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.96K+ 16.68% |
$247K - $288K
|
20.7K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.96K+ 87.43% |
$246K - $287K
|
6.34K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$245K - $287K
|
2.95K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.95K+ 6.34% |
$245K - $286K
|
49.4K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.92KNew |
$244K - $284K
|
2.92K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.89K+ 1.14% |
$240K - $281K
|
256K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.86KNew |
$238K - $278K
|
2.86K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 4.0% |
$237K - $277K
|
74K
$6.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.83KNew |
$236K - $276K
|
2.83K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.81K+ 49.51% |
$234K - $274K
|
8.5K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.81K+ 40.1% |
$234K - $274K
|
9.83K
$894K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.8KNew |
$233K - $272K
|
2.8K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$231K - $269K
|
2.77K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
2.76KNew |
$230K - $268K
|
2.76K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.75K+ 10.54% |
$229K - $267K
|
28.8K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.73K+ 22.98% |
$228K - $266K
|
14.6K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.7K+ 118.35% |
$225K - $263K
|
4.99K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.7KNew |
$225K - $263K
|
2.7K
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
2.68KNew |
$224K - $261K
|
2.68K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.66KNew |
$221K - $259K
|
2.66K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.66K+ 1.39% |
$221K - $258K
|
194K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.66KNew |
$221K - $258K
|
2.66K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$221K - $258K
|
2.65K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.65KNew |
$221K - $258K
|
2.65K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.65KNew |
$221K - $258K
|
2.65K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.65K+ 3.61% |
$221K - $258K
|
76.1K
$6.92M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.64KNew |
$220K - $256K
|
2.64K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
2.63K+ 14.19% |
$219K - $256K
|
21.2K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$217K - $253K
|
2.6K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.59K+ 1.08% |
$216K - $252K
|
242K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.59KNew |
$216K - $252K
|
2.59K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.56K+ 3.98% |
$213K - $249K
|
66.8K
$6.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.55KNew |
$212K - $248K
|
2.55K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
2.54KNew |
$212K - $247K
|
2.54K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.53KNew |
$211K - $246K
|
2.53K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.53K+ 2.76% |
$211K - $246K
|
94.3K
$8.58M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
2.5KNew |
$208K - $243K
|
2.5K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.5K+ 21.5% |
$208K - $243K
|
14.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.49KNew |
$207K - $242K
|
2.49K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.49KNew |
$207K - $242K
|
2.49K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.48KNew |
$206K - $241K
|
2.48K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.48K+ 60.44% |
$206K - $241K
|
6.58K
$598K
|