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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-47- 14.2% |
$3.92K - $4.57K
|
284
$25.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-47- 1.12% |
$3.92K - $4.57K
|
4.16K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47- 0.94% |
$3.92K - $4.57K
|
4.93K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-50- 0.58% |
$4.17K - $4.86K
|
8.5K
$766K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-51- 2.02% |
$4.25K - $4.96K
|
2.47K
$223K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-52- 0.56% |
$4.33K - $5.06K
|
9.16K
$825K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-56- 2.03% |
$4.67K - $5.45K
|
2.7K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-56- 0.39% |
$4.67K - $5.45K
|
14.5K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-56- 0.58% |
$4.67K - $5.45K
|
9.54K
$859K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 28.29% |
$4.83K - $5.64K
|
147
$13.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-58- 0.4% |
$4.83K - $5.64K
|
14.4K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-65- 1.6% |
$5.42K - $6.32K
|
4K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-65- 1.2% |
$5.42K - $6.32K
|
5.33K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-70- 2.66% |
$5.83K - $6.81K
|
2.57K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-74- 0.28% |
$6.17K - $7.2K
|
26K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-75- 2.32% |
$6.25K - $7.3K
|
3.15K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-76- 2.28% |
$6.33K - $7.39K
|
3.26K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-76- 1.73% |
$6.33K - $7.39K
|
4.31K
$388K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-79- 2.51% |
$6.58K - $7.68K
|
3.07K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-80- 13.79% |
$6.67K - $7.78K
|
500
$45K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.51% |
$7K - $8.17K
|
5.49K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-87- 2.65% |
$7.25K - $8.46K
|
3.2K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-88- 0.36% |
$7.33K - $8.56K
|
24.4K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-88- 3.26% |
$7.33K - $8.56K
|
2.61K
$235K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-90- 0.86% |
$7.5K - $8.75K
|
10.3K
$930K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-95- 0.41% |
$7.92K - $9.24K
|
23.2K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-99- 2.14% |
$8.25K - $9.63K
|
4.52K
$407K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-100- 2.08% |
$8.33K - $9.73K
|
4.72K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-104- 2.98% |
$8.67K - $10.1K
|
3.39K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-113- 2.93% |
$9.42K - $11K
|
3.74K
$337K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-116- 1.41% |
$9.67K - $11.3K
|
8.14K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-121- 7.54% |
$10.1K - $11.8K
|
1.48K
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-129- 0.46% |
$10.7K - $12.5K
|
28.1K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-130- 2.74% |
$10.8K - $12.6K
|
4.61K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-132- 11.63% |
$11K - $12.8K
|
1K
$90.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-134- 0.23% |
$11.2K - $13K
|
57.5K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-146- 0.48% |
$12.2K - $14.2K
|
30.5K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-149- 2.66% |
$12.4K - $14.5K
|
5.46K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-150- 1.37% |
$12.5K - $14.6K
|
10.8K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-150- 3.94% |
$12.5K - $14.6K
|
3.66K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-152- 1.19% |
$12.7K - $14.8K
|
12.6K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-152- 1.72% |
$12.7K - $14.8K
|
8.68K
$781K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-158- 2.29% |
$13.2K - $15.4K
|
6.73K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-170- 3.94% |
$14.2K - $16.5K
|
4.15K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.38% |
$14.2K - $16.6K
|
44.7K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-172- 1.84% |
$14.3K - $16.7K
|
9.16K
$825K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-184- 10.27% |
$15.3K - $17.9K
|
1.61K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-186- 3.07% |
$15.5K - $18.1K
|
5.88K
$529K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-190- 1.28% |
$15.8K - $18.5K
|
14.7K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-190- 7.65% |
$15.8K - $18.5K
|
2.3K
$207K
|